Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab Ventura Blvd, Encino, California

2.5
(1)Check map
Phone:
+1 818-971-7400
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
16000 Ventura Blvd Ste 1105, Encino, CA 91436, 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

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    Charles Schwab Reviews

    2.5 stars based on 1 reviews

    Featured Comments:

    • C

      C.S. S.

      1.0

      Totally suck. Opened an “Intelligent” Portfolio, an algorithm based automatic investor, when I asked for a normal self selected SEP IRA, and of course it lost $5000 within a day, and they never paid me back for their error, and instead of undoing the trades they transferred all of their as strategies into the new portfolio so I could eat the fees of their mistake. This after it took them 6 weeks to put the stuff into the right account which I opened a day after learning of their mistake! They refused to freeze the account so it would stop losing money. Beware the “Intelligent” Portfolios, like Wells Fargo, they’re filling quotas. And go to Fidelity. These are a bunch of a-h0les who abide by the Call Center Accountability principle which states that: no one can ever be at fault or to blame if you never speak to the same person twice. Here’s to hoping they’re the next Lehman Bros! REPLY: Don’t think I will. Basically after dealing with the “Intelligent Portfolio” people and the Normal Schwab, I’m left with you guys stealing $5k, me paying all the fees to sell off your terrible investments in order to just get back to my 100% cash holdings so I can start my investment strategy over. Again. Sans the money you thieves stole. Thanks again tho! Really! Let us know when ya need the next bailout!


      Response from the owner

      Hi Shane. We are sorry to hear this. We appreciate you taking the time to explain your negative experience. Please call the Schwab Intelligent Portfolio team at 855-694-5208 if you would like to discuss this matter in greater detail.

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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 Contact Charles Schwab?

      Dial +1 818-971-7400. You can submit contact form for further negotiation.
    • 3. What Does Charles Schwab Offer?

      Charles Schwab provides services below:College savings-related financial consultingCorporate finance consultingEstate planningFinancial planningGeneral investment consultingClick here now to find more details from Charles Schwab.
    • 5. Does Charles Schwab Perform as an Agency or a Lender?

      Charles Schwab is a Financial consultant which will accept all kinds of loans. Besides, you can try WeLoans that can find you the best lenders for your reference.
    • 2. Where Can I Find out Charles Schwab?

      16000 Ventura Blvd Ste 1105, Encino, CA 91436, United States could be the location of Charles Schwab. You can find more similar loan stores here.
    • 4. How to Apply for a Loan at Charles Schwab?

      You can check out on their website if you want to get loans.
    • 6. What if I Can't Repay My Loan On Time?

      You need to get in touch with 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 Low Credit Scores?

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