×

Review Keywords Analysis

US
Charles Schwab photo

Charles Schwab

Address: 13710 N Pennsylvania Ave #2, Oklahoma City, OK 73134, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Investment Services Wealth Management $100 - $300 Call to Book
Retirement Account Management $50 - $150 Call to Book
Tax Planning $150 - $400 Call to Book
Account Management Account Opening Assistance $0 - $50 Call to Book
Account Liquidation Assistance $100 - $200 Call to Book
Beneficiary Services $100 - $200 Call to Book
Financial Consulting Investment Advice $100 - $250 Call to Book
Portfolio Management $200 - $500 Call to Book
Retirement Planning $150 - $350 Call to Book
Customer Support In-Person Consultations $0 - $50 Call to Book
Online Assistance $0 - $50 Call to Book
Phone Support $0 - $50 Call to Book
ATM Services ATM Fee Refunds $0 - $50 Call to Book
Foreign ATM Usage $0 - $50 Call to Book
Money Withdrawal Transactions $0 - $10 Call to Book

About this business

Your Oklahoma City Charles Schwab local branch can help you link your strategies to your financial objectives with a broad spectrum of tools, such as brokerage accounts, investment products, retirement planning, and much more. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage services are provided by Charles Schwab & Co., Inc. (Schwab Brokerage), member SIPC. Deposit and lending products and services are provided by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. There are eligibility requirements to work with a dedicated Financial Consultant. Wealth management refers to the products and services available through The Charles Schwab Corporation’s operating subsidiaries. There are significant differences between them, including the type of advice and assistance given, the fees charged, and the parties' rights and obligations. It is crucial to comprehend these distinctions when selecting which products and/or services to utilize.

Reviews Summary

Schwab Bank's customers appreciate its excellent service and professional, helpful representatives. The reopening office signals the company's progressive feature. Schwab's no-fee, no-currency ATM banking services, and free transfers and deposits are extremely appealing. There are many positives to joining this financial institution.

Frequently asked questions

7 questions
What do Charles Schwab clients say about the service they receive?
Clients often praise the helpfulness of the staff, noting that representatives provide thorough answers to questions and assist with various issues. Multiple reviews highlight positive experiences with in-person consultations and effective handling of financial matters.
Does this branch offer assistance with retirement planning?
Yes, Charles Schwab provides financial consulting services that include retirement planning, alongside investment advice and portfolio management. Their dedicated team can help align your financial actions with your goals.
Can I get help with opening an investment account at Charles Schwab?
Absolutely, they offer account management services, including account opening assistance. Their knowledgeable team is available to guide you through the process and help with any related inquiries.
What types of financial consulting services does Charles Schwab provide?
They offer a range of financial consulting services, including investment advice, portfolio management, and retirement planning, aimed at helping clients meet their financial goals.
Does Charles Schwab provide any ATM services?
Yes, they offer various ATM services, including ATM fee refunds, foreign ATM usage, and money withdrawal transactions, making it convenient for clients to access their funds.
What kind of customer support can I expect from Charles Schwab?
The team provides comprehensive customer support, including in-person consultations, online assistance, and phone support, ensuring clients receive help when they need it.
Where is Charles Schwab located?
13710 N Pennsylvania Ave #2, Oklahoma City, OK 73134, USA

Location & directions

Oklahoma City, Oklahoma
Charles Schwab
Address
13710 N Pennsylvania Ave #2, Oklahoma City, OK 73134, USA
Hours
Open 8:30 AM - 5:00 PM
Charles Schwab Reviews · 3.8 average
0 Reviews
G Google 21

No Reviews Found