Charles Schwab N Santa Cruz Ave, Los Gatos

I'm utterly shocked at the negative reviews this branch received. This is a very trustworthy and knowledgeable set of people I've encountered in a financial setting in a few years for financial services and advising. Tamara would be my highlighted recommendation as she is able to identify and personalize your goals gradually and responsibly. I can definitely see her credentials are positively applied and wish this branch was more well known and trusted as a resourceful option as many of the team here are very experienced and are wealth management specialists for a reason. Don't not for a moment take these other comments into consideration as they seem lousy and misleading.

Today we walked into the office to try and get some help on investing. The receptionist was on a personal phone call. She told us no one was available. She said we can try calling, i said we have tried that. I finally told her we wanted to close our account. She asked for my license, never asked if information was valid and said you will get a check in a few days. Never hanging up on the phone. So un professional. We went down the street to Fidelity and the service was amazing. Would recommend Fidelity 100 percent of the time.

Got a scam letter from Charles Schwab….please be careful…(I hope the person I called at the Los Gatos office was Legit her name was Lisa and was very kind)…to inform them of the letter I received. But I’m still skeptical!

Info given on phone was not what I encountered in the Los Gatos office . I drove 1.5 hrs . to get there and was told my transaction would not be one stop as I was told .