Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab W Bluemound Rd, Brookfield, Wisconsin

3.6
(6)Check map
Phone:
+1 262-207-2680
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
17515 W Bluemound Rd #100, Brookfield, WI 53045, United States
Hours:
Thursday8:30AM–5PM
CLOSE

    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

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    Charles Schwab Reviews

    3.6 stars based on 6 reviews

    Featured Comments:

    • J

      Joyce Castona

      5.0

      I'm very happy with the service at Charles Schwab. Very friendly and knowledgeable.

    • L

      Lonnie Cleveland

      3.0

      I’m just not getting the help I need. They have two guys in there n one is gone for months. I’m just simply not receiving the help I need. I’m very confused where to put my money. I need to juggle money n it’s so hard to talk to anyone. Most of the time it goes to corporate, so frustrating. I feel like the main guy there is somewhat condescending n that really annoys me. Assumes I’m going to transfer more money in there.

      Response from the owner

      Hi Lonnie. We're sorry to hear this. We'll pass your feedback to the Brookfield branch manager. If we can further assist or address your concerns, please contact us at 800-435-4000 or visit Schwab.com/contact-us.

    • C

      Carla Friedrich

      2.0

      I was a USAA customer & USAA transferred their clients to Charles Schwab on May 26, 2020. Their website is too confusing for the a person who doesn't do investing. I called them to see when someone could help at a local Schwab store & they are NOT open with NO idea when they will open. I feel Charles Schwab should have refused to accept the USAA transfer of clients until they had their stores open to help those who do not understand their Website. So far I'm not impressed with their service, I'm retired and afraid I will lose my entire retirement savings before they finally get their local stores open

      Response from the owner

      Hi Carla. Please reach out to us at 800-435-4000 and we’d be happy to help you with this.

    More reviews (3)

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Thursday :8:30AM–5PM
    • Friday :8:30AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :8:30AM–5PM
    • Tuesday :8:30AM–5PM
    • Wednesday :8:30AM–5PM
    click

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    FAQs

    • 1. How to Contact Charles Schwab?

      Dial +1 262-207-2680. You can submit contact form on their site.

    • 3. What Kind of Loans Does Charles Schwab Offer?

      Charles Schwab provides services as follows:College savings-related financial consultingCorporate finance consultingEstate planningFinancial planningGeneral investment consultingClick here now to find more details from Charles Schwab.

    • 5. Does Charles Schwab Register as an Agency or a Lender?

      Charles Schwab is a Financial consultant open for all kinds of loans. Besides, you can try WeLoans which will match you with the best lenders as you like.

    • 2. What's the Location of Charles Schwab?

      17515 W Bluemound Rd #100, Brookfield, WI 53045, United States could be the location of Charles Schwab. You can find more nearby loan stores in Wisconsin here.

    • 4. How Can I Obtain a Loan at Charles Schwab?

      You can check out on their website if you want to get loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to talk with your lender for negotiation in advance if you can't clear the debt.

    • 7. Does Charles Schwab Accept People with Bad Credit?

      Sure, you can call them for more details before you borrow money.