Charles Schwab in 2480 Canyon Boulevard, Bldg M, Suite #M4

Customer Reviews about Charles Schwab:

• ★ ☆ ☆ ☆ ☆
  Awful experience with the Boulder staff! Charles Schwab could save the money and close this branch. I opened an new account online and needed to finish paperwork with them. I was in the neighborhood so I stopped by this branch. First the Receptionist decided he was a qualified broker and could answer any of my questions. After repeating many times I wanted to speak to a broker he finally waved me over to his companion at the front desk. She proceeded to scold me for "stopping by" and said I would never do that to my CPA so why was I doing it to them. I told her I'd leave and call to schedule an appointment. She demanded she could help me then and there. I didn't want to discuss my financial information in the lobby with someone I was convinced was a second receptionist NOT a broker. She continued to push me on this. I told her this experience was so off-putting it was making me consider keeping my money with my other investment companies. Then she said "with them you would have to drive to Denver for this conversation". What kind of response was this? Horrible experience in the Boulder office: no answers, rude comments and sketchy practices by unqualified people at the front desk. Maybe online Charles Schwab is as good as it gets....
  By Elizabeth Reed, July 26, 2017
• ★ ★ ★ ★ ☆
  I came from the brokerage business working for expensive, full service brokers and can tell you this is a great company to move your money to-option to pay for full service at a cheaper price or handle you investments on your own on a nearly no cost basis.They generally bend over backwards when there is a problem. Great service on the 800#- calling the Boulder office is bad-usually get a recording and then bounced over to the 800# so it is difficult to get a broker there. They really need someone there to always answer the phone.
  By C A, May 12, 2017
• ★ ★ ★ ★ ★
  I've had all good experiences (even when I needed some urgent help to sort out some poor planning on my part). Helpful front desk for routine stuff, no hard sells from the "consultant" staff. Some complex stuff I have to go home and do on the phone with their subspecialty groups which has all the problems of phone trees and such - but compared with some phone trees, even that is relatively free of wasted time and has been a pleasant interaction with even quite complex questions handled efficiently.
  By Rick Abbott, March 16, 2017

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