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Financial consultant

Charles Schwab 3rd St, Los Altos

3.1
(5)
Apply Now
Phone:

(650) 917-5693

Website:

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

Address:

240 3rd St Ste 100, Los Altos, CA 94022

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

    3.1
    5 Reviews
    • J

      Jack Damm
      5

      I have had accounts at Schwab for many years. The folks at the branch in Los Altos have always been courteous, knowledgeable and prompt. I have rarely waited more than a few minutes to get service. Their online web pages are well-organized and helpful as well.

    • A

      Alexander Olson
      5

      They are incredibly friendly and helpful here. And everything is so simple. I went in to transfer an account over to Schwab and they looked over the forms to make sure I had everything correct and then handled the rest. All of that took less than a minute. Schwab's simplicity and customer service is amazing.

    • G

      GG C
      1

      I visited this office around 11:45 AM this Tuesday. After 15 minutes wait, I was told there were no one available at that moment, and there would be a callback to me in about 1 hour. I went back and waited for more than four hours and there was no callback (no email, nothing) at all. Then I called the office number (still more than 1 hour before their close time) several times, but there was no one to answer the phone. It was a very bad customer experience and I did not want to visit the office again.

      Response from the owner

      Hi GG. We’re sorry to hear this. For immediate support and appointments you can give our customer support number a call anytime at 800-435-4000.

    • T

      Tom Loughran
      1

      Came on a Saturday, the person at the desk was rude, and showed he did not want to help me. I thought i was at a soviet soup shop. He treated a older person with simple question with contempt.

      Response from the owner

      Hi Tom. Thank you for taking the time to explain your experience. We’ll pass your feedback to the Los Altos branch manager. We’d also like a chance to address your concerns and assist you further. You can contact us at 800-435-4000 for assistance.

    • C

      Connor McCormack
      5

      Friendly and quick service, never usually much of a wait.

    Personal Loans in Your Area of Los Altos

    FAQs

    • 1. How Can I Contact Charles Schwab?

      You can reach out to them on the phone number (650) 917-5693. You may also visit their website and submit your personal info.
    • 3. What Can I Get From 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 get a payday loan.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant that has various financial services to offer including high-approval-rate personal loans.
    • 2. Where Is Charles Schwab? How to Go to Its Store?

      The address of Charles Schwab is 240 3rd St Ste 100, Los Altos, CA 94022. Open the map app on your phone to find the fastest route.
    • 4. How Can I Take Out A Loan at Charles Schwab?

      You can submit your personal info on their website to apply for a loan. If you feel like learning about more financial options, take a look at US Installment Loans and dig deep.
    • 6. What Am I Supposed to Do if I Fail to Pay Back My Loan?

      Reach the Lender and reach an agreement as soon as possible. You should know, however, if it"s an auto title loan, the vehicle will be kept by the lender when you default. Visit our website for more information on title loans.
    • 7. Can I Take Out a Loan From Charles Schwab With Bad Credit?

      Yes, you can. But carefully go through the offers as there can be unfavorable terms when it comes to bad credit loans.