Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab Stony Hill Rd, Morrisville, Pennsylvania

2.6
(4)Check map
Phone:
+1 267-757-7000
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
1030 Stony Hill Rd Unit #1, Morrisville, PA 19067, United States
Hours:
Tuesday8:30AM–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

    Show More
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    Charles Schwab Reviews

    2.6 stars based on 4 reviews

    Featured Comments:

    • E

      Eric J B

      5.0

      "The person at the front desk" got a bum rap in an earlier review. I've come in to this office a few times over the years, usually with specific questions so complicated that they would make your head spin. I needed to be shown things in documents and have them explained to me. I needed to talk to a live person face-to-face. This has happened three times in the past couple of years. All three times, James was at the front desk, and he is without a doubt the most superbly informed person I've ever met at a front desk. He was knowledgable about every form and tricky situation I presented him with, and was able to clearly explain some very complicated procedures step by step. And all with good humor. Earlier in life I worked in the securities industry, so I can appreciate the value of someone like James in an office. In this age of internet transactions and phone-based customer service, it's time-consuming to have to drive to an office to get something done, so I want that time to be well-used. A trip to this Schwab office has always been worth my while, mainly because of James. This is a sincere, unsolicited review. I just wanted to set the record straight. Occasionally other people are at the front desk. I don't know who was there for that earlier unhappy reviewer, but I stand by my repeated experience.

    • J

      Joe Ficalora

      5.0

      Great first experience here. Mike and James took care of my issue promptly and professionally. Update: Continue to have great service here, very professional every single time I need anything!

    • R

      Reviewer Reviews

      1.0

      The gentleman at the front desk was rude and unhelpful. I had to go to a different location to get assistance.

      Response from the owner

      We’re sorry to hear about your poor experience. We’ll pass your feedback to the Newtown branch manager. We’d also like a chance to address your concerns and assist you further. You can call the branch directly at 267-757-7000 or contact us at 800-435-4000 for assistance.

    More reviews (1)

    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 :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 Can I Get in Touch With Charles Schwab?

      You can call them at this phone number +1 267-757-7000. Using their website's online form can be helpful.

    • 3. What Services Does Charles Schwab Provide?

      Charles Schwab also provides these loan types:
      College savings-related financial consultingCorporate finance consultingEstate planningFinancial planningGeneral investment consulting More services are available from Charles Schwab.

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

      Charles Schwab is a Financial consultant. However, WeLoans, as an online lending agency, can help you establish connections with more than 100+ lenders to get loans with soft credit checks.

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

      Charles Schwab is at 1030 Stony Hill Rd Unit #1, Morrisville, PA 19067, United States. You may use the map to discover the fastest way to get there. You can find more nearby loan stores in Pennsylvania here.

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

      You can submit an online application on their website. If you need same day loans, you can visit WeLoans for further information.

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

      The best way is to speak with your lender if you anticipate having difficulty paying payments on your loans. Your lender may either accept to change your due date or permit you to defer payments for a few months.

    • 7. Is Charles Schwab Provide Bad Credit Loans Online?

      Yes. But if you want to get bad credit loans, check on WeLoans.