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Financial consultant

Charles Schwab NJ, Paramus

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3.4
Closed
Monday8:30AM–5PM

+1 201-967-3600

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

155 NJ-17, Paramus, NJ 07652, 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

    C

    Carl Stefanelli
    1

    I stop by the branch in Paramus to get information on opening a new account. The receptionist directs me to a computer so I can open it myself. I tell her I would like to talk to someone first to get information. She sighs and says she will try to find someone who has a few minutes! Why does Schwab bother to have branches and personnel if they just want to be a self-service operation.

    Response from the owner

    Hi Carl. We’re sorry to hear about your poor experience. We’ll pass your feedback to the Paramus branch manager. We’d also like a chance to address your concerns and assist you further. You can call the branch directly at 201-967-3600 or contact us at 800-435-4000 for assistance.

    P

    Patricia Sain
    1

    Very disappointed with customer service at this office. I am a senior citizen and not computer proficient,so I expected that someone would provide assistance and guidance to complete forms necessary to set up an account. Forget that idea! I got MUCH more information and assistance at my local H&R Block office! Unless you are computer savvy, find yourself a different financial institution.

    Response from the owner

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

    K

    Karmita Avila
    1

    If they have such bad services, what is the point to people to keep its funds in a bank? I just read that someone went to that bank to open an account and was advised to go to the computer and do it itself. Horrible services then

    Response from the owner

    Hi Karmita. Thanks for your feedback. If we can provide any assistance, please give us a call at 800-435-4000.

    M

    Matthew Bader
    4

    Good Luck getting to speak with someone at this local branch. This is the worst service I have ever seen in my life. Shocking that this level of service is provided from a company like Charles Schwab. Don't waste your time and aggravation - GO ANYWHERE ELSE! 10-12-18 EDIT: I want to update this post and let everyone know that Schwab's client advocacy team stepped in to help me get what I needed done. Also I was finally able to get ahold of Jeff Wogel and he was a big help. The Schwab team was kind and gracious after getting to speak with them. I have since changed my rating from 1 star to 4 stars. They are a good team, you just have to get the opportunity to speak with someone who can resolve your problem.

    Response from the owner

    Hi Matthew. We’re sorry to hear this. For immediate support and appointments you can give our customer support number a call anytime at 800-435-4000.

    M

    Michael Cerchione
    2

    Go to Charles schwab to cash a bond and put into my accunt ...they don’t do that you have to go to a bank and cash the bond. Okay i’ll go cash the bond and come back and put it into my account...Nope.. Go to another bank to cash the bond then come back and they say they can’t accept cash to put into my account. Never heard of a bank not accepting a bond or cash to put into my own Charles Schwab account.

    J

    Jennifer Diamond
    5

    Place is very nice. Serene environment. Woman at desk helped me with everything.

    Nearby Loan Stores in Paramus

    FAQs

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

      You can call them at this phone number +1 201-967-3600. Or you can go to their website and fill out the loan form online.
    • 3. What Kind of Services Can I Obtain From Charles Schwab?

      Charles Schwab provides you with a long list of services which include: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' You can secure a car title loan if you have gotten a clear car title on your name.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant. To make things easier, iPaydayLoans enables you to get access with a large network of trusted lenders over the internet. You can secure a small personal loan via us with no hard credit check.
    • 2. Where Is Charles Schwab? How Can I Find It?

      Charles Schwab is located at 155 NJ-17, Paramus, NJ 07652, United States. You may simply check the map and find the most convenient way to access it.
    • 4. How Can I Secure a Loan at Charles Schwab?

      You can go to their website and fill out the loan form online. If you are looking for same day payday loans over the internet, you can turn to our website for more details.
    • 6. What Should I Do if I Can Not Afford to Rapay My Loan?

      You can communicate with your lender if you feel it hard to repay the loan on time. Different lenders have different solutions to late payment. Please always read carefully before signing the loan agreement.
    • 7. Does Charles Schwab Offer Loans With Bad Credit?

      Yes, but if you want to higher your chances of getting a bad credit loan, we can help you out! Just turn to our site to get a personal installment loan even with bad credit.