Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab Boylston St, Brookline, Massachusetts

3.3
(6)Check map
Phone:
+1 617-713-3300
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
1262 Boylston St Floor 1, Brookline, MA 02467, United States
Hours:
Wednesday8:30AM–5PM
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    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

    3.3 stars based on 6 reviews

    Featured Comments:

    • L

      Lynn Degregorio

      5.0

      I have found them very helpful

    • B

      Barbara Hark

      2.0

      Please have Matthew call asap. I'm LIVID WITH SCHWAB AND THEIR LACK OF ADVICE/ SERVICE

      Response from the owner

      Hi Barbara. We’re sorry to hear about your poor experience. We’ll pass your feedback to the Brookline branch manager. We’d also like a chance to address your concerns and assist you further. You can call the branch directly at 617-713-3300 or contact us at 800-435-4000 for assistance.

    • a

      adrian pieleanu

      1.0

      Had the worst experience ever with Schwab. I am a client of several US banks and institutions, never had such a horrible experience. My wife changed jobs and she had a 401K balance that she was interested to roll over to her IRA at a different bank. They gave her a very hard time and tried everything to block that. Eventually they took her money off the market and put them into a savings account and they took her address and IRA account details, promising that she will receive a check that she will have to deposit into her IRA (standard rollover process) After several weeks of waiting, we sent online to login into her Schwab account just to find that nothing has happened. Should we had received the check, the money would have went back in the market. This whole issue made her lose a few thousand dollars as we lose the opportunity to put the money back in the market. I hope they review the call records (all calls get recorded these days) and reach out to us with a resolution. I would suggest to say away from using them. They are nice with you until you tell them you want to move your money, after that they just drop the ball on you. As I write this, I am waiting for a representative to call me with an explanation. If its an act of negligence on their side, I hope they recognize it and I hope they cover all the loses and damages I incurred because of their being irresponsible. As as said, I am dealing with several other financial institutions, and they all treated me extremely well, whether I had a few hundred bucks into their account or a larger sum. That's how it should be.

      Response from the owner

      Hi Adrian. If you want to give us a call at 800-435-4000, we’d like the chance to address this for you.

    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
    • Wednesday :8:30AM–5PM
    • Thursday :8:30AM–5PM
    • Friday :8:30AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :8:30AM–5PM
    • Tuesday :8:30AM–5PM
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    FAQs

    • 1. How Can I Get in Touch With Charles Schwab?

      You may reach them at this phone number +1 617-713-3300. Filling out their online form on their website can be helpful.

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

      Charles Schwab also offers these loans:
      College savings-related financial consultingCorporate finance consultingEstate planningFinancial planningGeneral investment consulting See more services from Charles Schwab.

    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant. However, WeLoans, as a lending agency, can assist you in connecting with over 100+ lenders to get loans with no credit check.

    • 2. Where Is Charles Schwab? How Do I Find It?

      Charles Schwab is at 1262 Boylston St Floor 1, Brookline, MA 02467, United States. Simply use the map to discover the fastest way to get there. You can find more similar loan stores here.

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

      You can apply online on their website. If you need same day loans, you may find further information on WeLoans.

    • 6. What if I Can't Repay My Loan?

      The best course of action is to contact your lender if you think you might have difficulties making your payments on your loans. Your lender may either agree to a different due date or permit you to skip payments for a few months.

    • 7. Is Charles Schwab Provide Bad Credit Loans?

      Yes. But if you are looking for bad credit loans, WeLoans is a good option.