Charles Schwab Porter St, Soquel
+1 831-465-7670
https://client.schwab.com/public/branchlocator/branchdetails.aspx
2407 Porter St Ste 100, Soquel, CA 95073, 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
- Wealth Management
- Asset Protection
- Brokerage Accounts
- Business Retirement
- College Savings Plans
- Company Retirement
- Corporate Financial Consultants
- Defined Benefit Plan
- Defined Contribution Plans
- Deposit Services
- Finance Portfolio Management
Charles Schwab Reviews
C
Poor customer service from this branch including the management team and staff. Very unprofessional service, never answer telephone during Business Hours, entitled arrogant Financial Consultants one of the worst Schwab Branches I've visited and worked with in the entire Bay Area. Eli Pao, is an incompetent manager of the branch due to inadequate training and managerial overview with regards to his staff particularly financial consultants. Highly recommend Los Gatos or San Jose Branch, one of the Financial Consultants Neil Fenning is improperly trained and lack a technical finance background as his profile states an educational background in Geology not Finance. Upper-Division Schwab Managers and VP's should be notified of the incompetence and lackluster performance from it's advisors/consultants.
Hi Charles. Thanks for letting us know. We’ll share your feedback with the Soquel branch manager. If we can further assist or address your concerns, please contact us at 800-435-4000.
G
five star Neil is THE MAN !!!
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FAQs
1. What Is the Phone Number of Charles Schwab?
You can call Charles Schwab via +1 831-465-7670. You can use our online platform to submit your loan request as well.3. What Type Of Loans Can I Get From Charles Schwab?
Charles Schwab provides following services: '- College savings-related financial consulting
- Corporate finance consulting
- Estate planning
- Financial planning
- General investment consulting
5. Is Charles Schwab An Agency Or A Lender?
Charles Schwab is a Financial consultant that accepts all kinds of loan requests including installment loans online. In addition, iPaydayLoans, as an online loan broker, can connect our customers with our network of lenders to get dependable loan services.
2. Where Can I Find Charles Schwab?
Charles Schwab is located at 2407 Porter St Ste 100, Soquel, CA 95073, United States. You will find their address easily on the map and pay them a visit right now.4. How Can I Get A Loan At Charles Schwab?
You can submit your loan request on their website. If you need further assistance, you can always visit our online platform to explore more options.6. What Will Happen If I Am Not Able To Pay Back My Loan?
You should discuss the issue with your lender if you have trouble repaying your loans. Your lender may adjust the loan plan for you to cope with your current financial status. Check our website to learn more information if, for example, you defaulted on your title loans online.7. Can I Get Loans With Bad Credit from Charles Schwab?
Yes, it is possible to get loans with bad credit such as online personal loans from them. You can contact the lenders for detailed information regarding loan requirements. You can also visit iPaydayLoans to get instant loan offers with bad credit-friendly requirements.