Charles Schwab

Apr 2022

I have been Charles Schwab customer for a long time and always had a great experience with their customer service!This time I had to deposit a large check and was running a little late leaving work. This branch was closing doors at 5:00 PM and I showed up 10 min before that. There were no customers and door was locked already. As my last resort I knocked on the door and was pleasantly surprised when the branch manager came out, opened the door and gladly helped me to deposit my check!Thank you Charles Schwab!

Jun 2019

Lana was super helpful as well as Rebecca. They helped me through a complex process of ceating a special 401(K) plan and the issues with another company not transferring my money using Wire transfer which put me in a very tight spot of meeting an investment deadline. Even though it was no fault of Schwab, they worked diligently to resolve the issue and ensure that wire transfer to another investment company from Schwab went through and also waived transfer fee. I will use Dripping Springs branch for my investments.

Jun 2019

Receptionist was super helpful even though I needed help with my checking account (but they only deal with brokerage services at this location). She helped me get it resolved anyway.