Charles Schwab - Oakland, California

Charles Schwab, located at Address: 180 Grand Ave, Oakland, CA 94612, United States, is a well-known financial institution that offers a range of financial and investment services. With specialties in financial consulting, investment services, and stock brokerage, this company has established itself as a trusted resource for individuals seeking financial guidance and management.

When you visit the Charles Schwab Oakland branch, you can expect a modern and accessible facility that is equipped to accommodate all visitors. The branch offers wheelchair-accessible parking, entrance, and toilets, ensuring that everyone can access the services they need. Additionally, the branch is equipped with regular toilets and recommends making appointments to ensure that you receive the attention you require.

Charles Schwab has received 11 reviews on Google My Business, with an average rating of 3/5. While some reviewers have noted areas for improvement, many have praised the knowledgeable and helpful staff, as well as the wide range of services offered.

If you're looking for a financial institution that can help you manage your investments, plan for retirement, or achieve your financial goals, Charles Schwab is an excellent choice. With a convenient location, accessible facilities, and a team of experienced financial consultants, this company has everything you need to get started on the path to financial success.

To learn more about Charles Schwab and the services they offer, we recommend visiting their website: client.schwab.com. Here, you can explore the company's offerings in more detail, read reviews from other customers, and even schedule an appointment with a financial consultant.

Overall, Charles Schwab is a reliable and trustworthy financial institution that is dedicated to helping its clients achieve their financial goals. With a convenient location in Oakland, accessible facilities, and a team of experienced financial consultants, this company is an excellent choice for anyone looking for financial guidance and management. Don't hesitate to visit their website and schedule an appointment today

Reviews of Charles Schwab

David Levitch

4/5

The bank is online only. But the staff was friendly and able to solve a few of my needs. In general though, they want you to do everything online now.

Randy Wilk

1/5

Schwab is NOT A BANK it uses third party vendors, and forget asking for immediate service when all the local offices are closed during business hours. Covid is not an excuse for having a temporary closure especially when one can go to Wells Fargo, Chase, Merrill Lynch for daily banking needs. Walt Bettinger needs to up his game!

Steve D.

3/5

I was with C. Schwab for over 30 years. Recently I moved my inheritance from Vanguard to Schwab. The Schwab financial advisor said I was all set for retirement at age 65. If I get a SS check and medicare, I should be OK he said. I found his presentation vague and depressing. And that's why my investments are with Edward Jones (Ballena Bay, Alameda) now.

Hap Beal

3/5

I called the Oakland Schwab office to ask about the complimentary financial plan that's been advertised recently. I was told that to get that complimentary plan you need to have assets of $1 Million or above. That small detail isn't mentioned in any of the advertising, commercials or on the web page. It feels a bit misleading, and a bit like bait and switch, so heads up.

Joe scan

2/5

9/10 times no one answers the phone, can’t get an appointment either. Very disappointing when you have to do it through physical cause sometimes you get a a check from an old IRA or something.

Steve Yip

1/5

I was on the phone over 1 hour and no one answer. I hope they can answer the phone sooner to handle their business transactions.

k hirama

5/5

The guy I talked to today was very helpful

Adam McMahon

1/5