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Financial consultant

Charles Schwab N Pennsylvania Ave, Oklahoma City

3.5
(9)
Apply Now
Phone:

+1 405-775-1000

Website:

https://client.schwab.com/public/branchlocator/branchdetails.aspx

Address:

13710 N Pennsylvania Ave Ste 2, Oklahoma City, OK 73134, United States

Services:

College savings-related financial consulting, Corporate finance consulting, Estate planning, Financial planning, General investment consulting, Investment advising, Real estate investment consulting, Retirement savings consulting, Tax planning,

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    Charles Schwab Reviews

    3.5
    9 Reviews
    • l

      llad
      2

      I have had difficulty liquidating my late wife's substantial account through this firm. I was named as the sole beneficiary of the account and after contacting and visiting their offices in order to facilitate this request, they proceeded to force me to open an account with them for tax reasons. I filled out several lengthy forms and mailed them in. After a couple of weeks, I was subsequently contacted by a vice president, who asked me to come in and visit with him about where to place my investments in the account. He apparently, knew nothing about my request for liquidation. When I informed him that i wanted it closed, he abruptly cut off the phone conversation. Two more weeks went by and nothing happened. I finally called over the their offices again and was informed that the people processing the request did not know I had opened an account and had not done anything. . To date, Charles Schwab has stalled closing my wife's account for over a month. I am not a happy camper.

      Response from the owner

      Sorry to hear about your poor experience. Please give us a call at 800-435-4000—we would like a chance to try and assist with resolving the issues you have had with us.

    • J

      JustJojo
      1

      I printed a form to open a savings account with Charles Schwab, the staff working that day didn't help.

      Response from the owner

      We're sorry to hear about your poor experience. We will share your feedback with the Oklahoma City branch manager.

    • K

      Koenig Dcoy
      5

      This is a financial institution. They have zero atm fees for a reason. They don't carry any currency in their institution, but will allow you to deposit via money order, check or free transfer and you are refunded a credit at the end of the month for any fee charged for using an atm that charges. No international atm fees so if you're studying abroad, or vacationing outside the US, this is a must!!!

    • R

      R Somers
      2

      My Bank is open, why not you guys!! I just want to drop off a form. You may as well shut this place down, useless.

      Response from the owner

      Hi. As we work to safely open our branches on a localized basis, please visit your local branch page on Schwab.com/branch for details. Additionally, we are still here to support you virtually; please visit Schwab.com/contact-us or call our 24/7 customer support line at 800-435-4000.

    • C

      Courtney Nelson
      1

      DO NOT BOTHER WITH THIS COMPANY! We tried to get help with our money through this company but they kept giving us the run around . So now we are being evicted. They say they will step in and help when we need it but they don't. I put in my paper the apartment gave me but it wasnt enough for them.

      Response from the owner

      Hi Courtney. If you want to give us a call at 800-435-4000, we’d like the chance to address this for you.

    • J

      Jerry AlMufleh
      1

      CHARLES SCHWAB ARE CROOKS! DO NOT USE THEM. THEY WILL TALE YOUR MONEY, CLOSE YOUR ACCOUNT AND FORCE YOU TO PURCHASE A $500 CERTIFICATE TO KEEP WHATS ALREADY YOURS!!!!!!!!!!!!!!!! THEY GIVE NO EXPLANATION AS THEY BLANKET THE CAUSE UNDER " A BUSINESS DECISION", LEAVING YPU WITH HARDSHIP. GOOGLE IT (CLOSED ACCOUNT AS A BUSINESS DECISION), YOULL SEE

    • T

      Terry Judah
      5

      Handles our business effectively, and professionally. Nice to see the office open again.

    • Y

      Yan D Zhao
      3

      I came here to withdraw money but was told that this is an investment bank so you cannot withdraw money or do other types of transactions like you do at other typical banks.

    • J

      Jack Thrash
      5

      Great service low price can’t be beat!

    FAQs

    • 1. How Can I Contact Charles Schwab?

      You can reach out to them on the phone number +1 405-775-1000. You may also go to their website and fill in the application form.
    • 3. What Services Are Provided by Charles Schwab?

      Charles Schwab is known to provide services including: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' If you have a consistent income, you may also take out a cash advance.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant that provides loans of all kinds including online personal loans.
    • 2. Where Is Charles Schwab? How to Go to Its Store?

      The address of Charles Schwab is 13710 N Pennsylvania Ave Ste 2, Oklahoma City, OK 73134, United States. Get help from an online map to find the fastest route.
    • 4. How Can I Take Out A Loan at Charles Schwab?

      You can fill in the application form on their website to apply for a loan. If you feel like learning about other possible solutions, take a look at US Installment Loans and explore.
    • 6. What Do I Do if I Cannot Pay Back My Loan?

      Contact the lender and reach an agreement as soon as possible. You should know, however, if it"s a car title loan, your vehicle will be took by the lender when you default. Click here for more information on title loans.
    • 7. Can I Get a Loan From Charles Schwab With A Bad Credit Score?

      Yes, you can. But peruse the conditions and terms as there can be unfair conditions when it comes to bad credit loans.