Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab S 6th St, Oak Creek, Wisconsin

3.3
(5)Check map
Phone:
(414) 219-1982
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
7940 S 6th St #105, Oak Creek, WI 53154
Hours:
Tuesday8AM–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 5 reviews

    Featured Comments:

    • M

      Marcy Coppernoll

      5.0

      New Management I have been a client of the new manager, Jason Atwater, for a number of years, beginning when he was with a firm in a neighboring state. I am an older investor and am very particular about who I work with. Years ago, I was reluctant to go to any brokerage firm but he was highly recommended by a family member. I have been with him ever since, even though I have relocated and now live over 300 miles away and have plenty of brokers in my immediate area. I transferred my retirement accounts from other firms to him as soon as I was able and have been a loyal client, staying with him even as his firm changed hands. He is the reason I am now with Charles Schwab. One of the things I like best about working with Jason is his outstanding attention to client service. He is always willing to answer questions, help complete forms if needed, and offers easily understood explanations. He has excellent interpersonal skills to match his financial knowledge. I noticed that most of the posted reviews are from some time ago. I would urge anyone looking for a conscientious, knowledgeable, friendly broker to give Jason and his firm a try.

    • J

      John Doe

      1.0

      If you are new to stocks don't go here I was told by the manager I can do everything online and be buying stock in minutes Tried setting up online and site said it could take up to 3 days for verification so I called the manager back told him I really wanted to buy this particular stock today he said bring me your check and by the time you get home your account will be ready. My account says I have x amount of dollars available but Tried to buy the stock and an error message came up Called manager yet again and he informed me I'll have to wait 7 working days before I can buy stock because I'm new and they have to wait for check to clear The grocery store can run a check through instantly but apparently not a billion dollar company The manager doesn't feel he lied to me he said I just didn't ask the right questions What a scam

    • T

      Tiffany Earl

      5.0

      Super helpful advisors who make great recommendations. I love this location.

    More reviews (2)

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

    • 1. How to Contact Charles Schwab?

      You Can Call (414) 219-1982. You can complete contact form on their site.

    • 3. What Loans Can Charles Schwab Offer?

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

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

      Charles Schwab is a Financial consultant open for all kinds of loans. Besides, you can try WeLoans that will help you find the best lenders for you to compare.

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

      7940 S 6th St #105, Oak Creek, WI 53154 could be the address 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 as long as you need loans.

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

      You need to contact your lender for negotiation before you commit a breach of contract if you can't fulfil the agreement.

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

      Sure, you can call them for more details before you make any decision.