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Financial consultant

Charles Schwab Walton Riverwood Ln, Atlanta

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4.1
Closed
SaturdayClosed

+1 770-988-2720

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

3260 Walton Riverwood Ln SE, Atlanta, GA 30339, United States

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    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

    S

    Sam Ford
    1

    I am 22 years old and when I was 21, my parents transferred over an investment account to me that they had set up when I was a baby. I had no idea how the account worked. Was it an account that I could deposit more money in to to save? I didn’t even know how investing worked. That’s exactly what I told the associate at the desk. Well the associate who “helped” me didn’t do anything at all for me. Once he pulled up my account he said “well what do you want to know” in an arrogant tone. As I had already told him, I needed to know pretty much how the account worked, etc. He gave me absolutely no helpful information. I don’t know if he didn’t want to waste his time on me because he figured he wouldn’t make any money off of my account, but it was still extremely disrespectful. I recommend calling the Scwab hotline instead of EVER going here. The man who helped me on the phone took over an hour to explain everything I needed to know about the account. My visit at this location was a complete waste of my time and made me consider liquidating my funds out of Scwab completely. Luckily the man on the phone was extremely courteous, caring and kind.

    Response from the owner

    Hi Sam. Thank you for taking the time to share your experience. If you’d like to give us a call at 800-435-4000, we’d like to understand what happened and try to assist in addressing your concerns.

    P

    Pike Lee
    5

    This location is great. I always receive my advisement from Vivian!

    P

    Phil Burpee
    2

    Not a very good experience. Young man sitting at the counter watching YouTube videos made a mistake with my depost. It took 3 days over the phone to correct. Not very happy with the service I received.

    Response from the owner

    Hi Phil. Thanks for letting us know. We’ll share your feedback with the Atlanta - Cobb County branch manager. If we can further assist or address your concerns, please contact us at 800-435-4000.

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    FAQs

    • 1. How Can I Contact Charles Schwab?

      You can dial this phone number +1 770-988-2720. Or you can enter their official website and fill in the request form online.
    • 3. What Kind of Services Can I Obtain From Charles Schwab?

      Charles Schwab offers you various services which include: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' You can get a title loan if you have gotten a clear auto title under your name.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant. To make things easier, iPaydayLoans allows you to access a large pool of honest lenders over the internet. You can secure a personal loan online here with no credit check.
    • 2. What Is the Address Of Charles Schwab? How Can I Find It?

      Charles Schwab is located at 3260 Walton Riverwood Ln SE, Atlanta, GA 30339, United States. Please carefully check the map and find the most convenient way to access it.
    • 4. How Can I Apply for Loans at Charles Schwab?

      You can enter their official website and fill in the request form online. If you are looking for cash advance loans over the internet, you can visit iPaydayLoans website for more details.
    • 6. What Should I Do if I Fail to Pay Off My Loan?

      You can consult with your lender if you are struggling with the monthly payments. Different lenders have different standards to deferred payment. Please always check the terms before signing the loan agreement.
    • 7. Does Charles Schwab Offer Loans for Bad Credit?

      Yes, but if you want to higher your chances of getting a bad credit loan, you can turn to our broker service! Just visit our website to get an installment loan even with bad credit.