Charles Schwab Skokie Blvd, Northbrook

My father and I spoke with Kathy Borkovec at this Northbrook location regarding some retirement planning questions we had (rolling over a 401k to an IRA, questions about beneficiaries and what was allowed due to the secure act, among other items). Kathy was very knowledgeable and patient throughout our interaction. She made us feel comfortable and was very thorough in answering our questions. We would gladly work with her again in the future.

The "experts" here are quite condescending. They also kept asking me if I looked information up on the website and tried to enter applications on the website; which I had done and tried to do so, but had additional questions and was asking for help. It is quite frustrating to try to visit an office for help (I was working on a complex trust account), only to be told to call different 800 numbers and try again on the website. Isn't it their job to assist customers who are willing to come into an office to get help? I literally got the response from one "financial manager" of, "I don't have the time to hold your hand through this process, I'm not the expert, so just call our XXX department." Another customer service/receptionist kept lecturing me that your account website ID was case sensitive; and insisted that I was causing problems because I was not logging in with my ID in the correct case. I demonstrated to her that you could login with any case on the ID and explained that she was perhaps talking about the password, and she said, "that's not right, IDs are case sensitive!" I gave up at this office and will consider either going to a different office, or changing my brokerage firm....idiots here!

Had great service took care of all my needs..

I had such a great experience working with Sagar Sheth on my retirement plans. Sagar was knowledgeable and patient, answering all of questions, making me feel very comfortable with information that I am not all that knowledgeable about. I know that I’m in good hands with the staff at this particular Schwab location. Kathy Borkovec was also a huge help with getting things started. The communication from Sagar and Kathy was extremely impressive, and I highly recommend their services.

Mr. Vikhar is super professional and nice. I felt being highly respected. Thank you Vikhar.