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Financial consultant

Charles Schwab N Pennsylvania Ave, Oklahoma City

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3.5
Closed
Friday8:30AM–5PM

+1 405-775-1000

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

13710 N Pennsylvania Ave Ste 2, Oklahoma City, OK 73134, 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

    l

    llad
    2

    I have had difficulty liquidating my late wife's substantial account through this firm. I was named as the sole beneficiary of the account and after contacting and visiting their offices in order to facilitate this request, they proceeded to force me to open an account with them for tax reasons. I filled out several lengthy forms and mailed them in. After a couple of weeks, I was subsequently contacted by a vice president, who asked me to come in and visit with him about where to place my investments in the account. He apparently, knew nothing about my request for liquidation. When I informed him that i wanted it closed, he abruptly cut off the phone conversation. Two more weeks went by and nothing happened. I finally called over the their offices again and was informed that the people processing the request did not know I had opened an account and had not done anything. . To date, Charles Schwab has stalled closing my wife's account for over a month. I am not a happy camper.

    Response from the owner

    Sorry to hear about your poor experience. Please give us a call at 800-435-4000—we would like a chance to try and assist with resolving the issues you have had with us.

    K

    Koenig Dcoy
    5

    This is a financial institution. They have zero atm fees for a reason. They don't carry any currency in their institution, but will allow you to deposit via money order, check or free transfer and you are refunded a credit at the end of the month for any fee charged for using an atm that charges. No international atm fees so if you're studying abroad, or vacationing outside the US, this is a must!!!

    C

    Courtney Nelson
    1

    DO NOT BOTHER WITH THIS COMPANY! We tried to get help with our money through this company but they kept giving us the run around . So now we are being evicted. They say they will step in and help when we need it but they don't. I put in my paper the apartment gave me but it wasnt enough for them.

    Response from the owner

    Hi Courtney. If you want to give us a call at 800-435-4000, we’d like the chance to address this for you.

    T

    Terry Judah
    5

    Handles our business effectively, and professionally. Nice to see the office open again.

    J

    Jack Thrash
    5

    Great service low price can’t be beat!

    J

    JustJojo
    1

    I printed a form to open a savings account with Charles Schwab, the staff working that day didn't help.

    Response from the owner

    We're sorry to hear about your poor experience. We will share your feedback with the Oklahoma City branch manager.

    R

    R Somers
    2

    My Bank is open, why not you guys!! I just want to drop off a form. You may as well shut this place down, useless.

    Response from the owner

    Hi. As we work to safely open our branches on a localized basis, please visit your local branch page on Schwab.com/branch for details. Additionally, we are still here to support you virtually; please visit Schwab.com/contact-us or call our 24/7 customer support line at 800-435-4000.

    J

    Jerry AlMufleh
    1

    CHARLES SCHWAB ARE CROOKS! DO NOT USE THEM. THEY WILL TALE YOUR MONEY, CLOSE YOUR ACCOUNT AND FORCE YOU TO PURCHASE A $500 CERTIFICATE TO KEEP WHATS ALREADY YOURS!!!!!!!!!!!!!!!! THEY GIVE NO EXPLANATION AS THEY BLANKET THE CAUSE UNDER " A BUSINESS DECISION", LEAVING YPU WITH HARDSHIP. GOOGLE IT (CLOSED ACCOUNT AS A BUSINESS DECISION), YOULL SEE

    Y

    Yan D Zhao
    3

    I came here to withdraw money but was told that this is an investment bank so you cannot withdraw money or do other types of transactions like you do at other typical banks.

    Nearby Loan Stores in Oklahoma City

    FAQs

    • 1. What Is the Contact Information of Charles Schwab?

      You can call Charles Schwab via +1 405-775-1000. You can fill in our easy-to-use online form to submit your loan application as well.
    • 3. What Kind Of Services Can I Get From Charles Schwab?

      Charles Schwab provides all sorts of loan services, including: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' Learn more information about Charles Schwab.
    • 5. Is Charles Schwab An Agency Or A Lender?

      Charles Schwab is a Financial consultant that accepts all kinds of loan requests including online installment loan services. In addition, iPaydayLoans, as an online loan broker, can connect you with our panel of partner lenders to get loan offers with competitive rates and terms.
    • 2. How Can I Find the Location of Charles Schwab?

      Charles Schwab is located at 13710 N Pennsylvania Ave Ste 2, Oklahoma City, OK 73134, United States. You will find their address easily on the map and get the support you need from them without any hassles.
    • 4. How Can I Request A Loan At Charles Schwab?

      You can fill in our easy-to-use online form on their website. If you need addition financial assistance, you can always click here to explore more options.
    • 6. What Will Happen If I Failed To Pay Back My Loan?

      You can discuss the issue with your lender if you have issue paying your loans. Your lender may change your repayment due dates for you to cope with your current financial status. Visit our online platform 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 loan service providers for detailed information regarding loan requirements. You can also visit our online loan platform to get instant loan offers with easy conditions.