Charles Schwab
Hours:
Closed Now
Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 7510 Hazard Center Dr Ste 407, San Diego, CA 92108, USA Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout this business
Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but wholly-owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., Member SIPC. Charles Schwab Bank is a Member FDIC and Equal Housing Lender. Charles Schwab & Co., Inc. is separate from Charles Schwab Bank. Consulting services are available for qualifying customers. Charles Schwab Corporation’s operating subsidiaries offer Wealth Management products and services. Each party has several rights and responsibilities in these transactions. Each party has different types of help and advice from each other. Each party also has different fees and charges for their services and products. Dispute resolution rules differ when one party sells products or services to the other party. This is why it is crucial to compare services and products before purchasing them. You must be eligible to work as a Financial Consultant.
Frequently asked questions
7 questionsWhat do Charles Schwab clients say about the work?
Clients frequently praise the excellent staff and customer service at Charles Schwab. Many reviewers appreciate the national account service, highlighting its responsiveness and effectiveness, although some note variability in local account representatives.
Does Charles Schwab offer retirement account setup in San Diego?
Yes, they provide retirement account setup as part of their investment services, which also include brokerage account setup and robo-advisor management.
Can I get in-person consultations at Charles Schwab in San Diego?
Yes, in-person consultations are available as part of their customer support services, which also include phone support and online chat support.
How does Charles Schwab's robo-advisor management work?
Robo-advisor management at Charles Schwab involves automated investment strategies tailored to individual financial goals, providing a hands-off approach to investing.
Does Charles Schwab handle customer inquiries quickly?
While many clients report excellent national phone support, some reviewers have experienced delays in local account representative responses, indicating variability in service speed.
What types of investment services does Charles Schwab provide?
Charles Schwab offers a range of investment services including brokerage account setup, robo-advisor management, and retirement account setup, catering to various financial needs.
Where is Charles Schwab located?
7510 Hazard Center Dr Ste 407, San Diego, CA 92108, USA
Location & directions
San Diego, CaliforniaCharles Schwab
Financial Consultant
Address
7510 Hazard Center Dr Ste 407, San Diego, CA 92108, USA
Hours
Closed Now
Charles Schwab Reviews · 3.9 average
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