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Financial consultant

Charles Schwab University Ave, Berkeley

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2.8
Closed
Friday8:30AM–5PM

+1 510-665-4646

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

1995 University Ave Ste 100, Berkeley, CA 94704, United States

Apply Online

    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

    D

    Dave McGuinness
    2

    May 2021 the entrance has sign saying UC Berkeley Extension, all the blinds are closed so it looks closed.. Then when you find that Schwab is off the sidewalk there is a person inside who doesn't introduce herself, is standing away from the desk waiting, she is cold to the point of rudeness, she asks how she can help then says she can't because she is with a client. Her name is June. Awful experience with the staff. In addition Ivan had called me this same day because I was a new account. I told him I was coming in to drop off an IRA transfer form so could I meet with him but he said just drop off the form at the front desk. No customer service.

    P

    Prerna Lal
    1

    This is the slowest branch in the history of the world.

    Response from the owner

    Hi. We’d be happy to assist you! Please give us a call at 800-435-4000 so we can help.

    D

    Dina Erie
    1

    This particular bank seems to be unavailable and dripping with racial profiling. I went in and wanted to open a savings account and these people looked me up and down and looked over my application over and over. COME TO FIND OUT THEY NEVER GAVE MY APPLICATION OVER to the people that need to assess it and approve it. I’ve called the bank 14times and they never pick up. Just makes me feel like they do a bad hiring job. The bank itself is wonderful. The customer service at this place is awful.

    Response from the owner

    Hi Dina. We’re sorry to hear this. We will share your feedback with the Berkeley branch manager. For immediate assistance, please give us a call at 800-435-4000 or visit Schwab.com/contactus.

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    FAQs

    • 1. How to Get in Touch Wtth Charles Schwab?

      You can make them a phone call through this phone number +1 510-665-4646. Or you can search for their website and fill in the request form online.
    • 3. What Kind of Services Can I Obtain From Charles Schwab?

      Charles Schwab provides you with a variety of services which include: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
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      Charles Schwab is a Financial consultant. To make things easier, iPaydayLoans enables you to get access with more than 100+ lenders over the internet. You can secure a personal loan online through our platform with soft credit check.
    • 2. What Is the Address Of Charles Schwab? How to Get There?

      Charles Schwab is located at 1995 University Ave Ste 100, Berkeley, CA 94704, United States. You may simply check the map and find the most convenient way to access it.
    • 4. How to Get a Loan at Charles Schwab?

      You can search for their website and fill in the request form online. If you are looking for cash advance loans over the internet, you can come to our website for more details.
    • 6. What Can I Do if I Fail to Repay My Loan?

      You can talk to your lender if you are likely to fall behind on the monthly payments. Different lenders have different policies of overdue payment. It is advisable to read carefully before signing the loan agreement.
    • 7. Does Charles Schwab Offer Loans With Bad Credit?

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