I just had the best experience at this location! They have amazing customer service here. Jack (I believe his name) was helping me out with some questions I had regarding my pension plan. He was...
Charles Schwab
(4)
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Charles Schwab is a financial services company that provides a range of investment and banking solutions to its clients. The company is committed to delivering a seamless customer experience, although there may be instances where requests cannot be authorized.
In such cases, Charles Schwab encourages clients to reach out for assistance and provides a reference number for tracking purposes. The company values customer satisfaction and strives to address any issues that may arise.
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Reviews
We have a company 401k set up at Schwab. I tried to transfer money from a Schwab account to the 401k. After 40 minutes on the phone with a specialist, I had to write them a letter, give them a...
New branch and excellent customer service to address our walk-in request. The branch is conveniently located in a newly built section of the Cedar Hills shopping center. Even better, the branch...
Wow!! My husband and I went to the Beaverton location and we were super impressed!! A++ company to deal with and Abby was amazing, super helpful and very knowledgeable!! We highly recommend doing...
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