Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab Porter St, Soquel, California

3.7
(2)Check map
Phone:
+1 831-465-7670
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
2407 Porter St Ste 100, Soquel, CA 95073, United States
Hours:
Tuesday8:30AM–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

    3.7 stars based on 2 reviews

    Featured Comments:

    • G

      Gary Tighe

      5.0

      five star Neil is THE MAN !!!

    • C

      Charles W

      1.0

      Poor customer service from this branch including the management team and staff. Very unprofessional service, never answer telephone during Business Hours, entitled arrogant Financial Consultants one of the worst Schwab Branches I've visited and worked with in the entire Bay Area. Eli Pao, is an incompetent manager of the branch due to inadequate training and managerial overview with regards to his staff particularly financial consultants. Highly recommend Los Gatos or San Jose Branch, one of the Financial Consultants Neil Fenning is improperly trained and lack a technical finance background as his profile states an educational background in Geology not Finance. Upper-Division Schwab Managers and VP's should be notified of the incompetence and lackluster performance from it's advisors/consultants.


      Response from the owner

      Hi Charles. Thanks for letting us know. We’ll share your feedback with the Soquel branch manager. If we can further assist or address your concerns, please contact us at 800-435-4000.

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    Estimated Payment

    $ null

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

    Payment Breakdown

    Map & Direction

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

    • 1. How to Get in Touch With Charles Schwab?

      You may reach them by dialing this phone number +1 831-465-7670. Completing their online form on their website can be helpful.
    • 3. What Kind of Services Does Charles Schwab Offer?

      Charles Schwab also provides these kind of 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 loan broker, can assist you in connecting with over 100+ lenders to get loans with no credit check.
    • 2. Where Is Charles Schwab? How Can I Find It?

      Charles Schwab is at 2407 Porter St Ste 100, Soquel, CA 95073, United States. You can check the map to find the fastest way to get there. You can find more nearby loan stores in California here.
    • 4. How Can I Get a Loan at Charles Schwab?

      You can submit an online application on their website. If you need a same day loan, you can visit WeLoans for further information.
    • 6. What if I'm Unable to Repay My Loan?

      You can talk with your lender if you anticipate having difficulty paying payments on your loans. Your lender may either agree to modify your due date or permit you to defer payments for several months.
    • 7. Is Charles Schwab Provide Loans for Bad Credit?

      Yes. However, if you want to obtain bad credit loans, you can try WeLoans.