Charles Schwab

We have taken out construction loans through Charles Schawb, as they have great rates on their loans as well as the greatest finance people out there. They allow us to take out any size loan for us to complete our project, which is great as we are always doing some form of construction project for the most part. Their advisers are the friendliest people out there, which makes us want to come back again and again. I highly recommend them for loans.

Strengths: Charles Schawb has great financial services as well as excellent advisers on anything finance related. They additionally have great prices on their services as well as many locations which makes getting to your money easy.

Needs to improve: None

It's great doing business with Charles Schwab, they provide great financial services, very professional, trustworthy,and they're always available if you should need them for anything regarding business. Accurate quotes, competitive fees, and they're quick to respond to your telephone calls and e mails. A great company. Highly recommended!

Strengths: Great customer service, good advisors, competitive fees..

Needs to improve: None

Schwab is an excellent place to rollover IRA's when moving jobs. They make the process very easy and the customer is fantastic. Being able to talk to a human is very easy. They were also integrated into our company's 401k system that made the rollover very simple.

Strengths: Rollover IRA

Needs to improve: none

Overall great experience with Charles Schwab. The customer service is professional, thorough, and timely.

Strengths: The customer service is fantastic. They help you answer all of your questions and assist in making all account changes and moves.

Needs to improve: No complaints on their service.