Charles Schwab - St. Augustine (FL)

1 /5 Dani: Terrible customer service, dishonest… just to name a few things. They are even worse when you have a death to deal with. There are better companies to trust, but this one is not one of them!

5 /5 denita kitto: We have been with Charles Schwab for many years and have used several different offices as we have moved from a few different cities. First of all the service we get on the phone is always outstanding. We always are able to speak to a real person 100% of the time . In regards to the local office in St Augustine , Justin is amazing ! His personal customer service is top notch ! He is always there when we go into the office and gives us incredible attention . Minette, At the front desk is very personable and efficient.

2 /5 Mark Small: In June 2024 I scheduled an appointment online to meet with a Schwab agent, but when I got there, there was no agent (but there was a secretary). When an agent did show after 30 minutes, I was told that the office didn’t take online appointments. I was not on the agent’s schedule, I was just lucky to encounter him before his scheduled appointment 20 minutes late. I was also told that personal investment service was only offered to people with more than a million invested, though the agent who happened to arrive and spoke with me (and refused to give me his number or schedule an official appointment with me because I have less than a million in my account), did say that he would point me in the right direction as to who to call to get some estate planning done. He was nice. I don’t blame him; I blame Schwab’s business model. In short, though, unless you have a million+ in Schwab, don’t expect advice or hand-holding.

1 /5 Paul Swenson: Do not place your accounts with Schwab if you would like to speak to a human. We have been Schwab customers for years but couldnt reach anyone at either the St Augustine or Jacksonville Town Center branches. When contacting web based customer care we were told we could expect to have calls returned two business days after the central number left a message with the branch. Place your money where you can reach your managers.