Charles Schwab - Winter Park (FL)

5 /5 Christopher Yates: We have been using the Winter Park Schwab office for a few years. We have always received promo, professional and friendly service from Eve that we have dealt with.

5 /5 Armani Toussaint: I needed assistance with some account management and Tone Seals quickly took charge and walked me though a more effective solution. Resolving all my issues with swiftness and leaving me a happy customer on the way out the door. 10/10

5 /5 Pamela Holland: Caroline Gonzalez went out of her way to help my mother close accounts that should have been closed by another branch. She was diligent in assisting us. If the branch near my mothers home had not closed, Im sure she would have continued with Schwab.

1 /5 Nanci Monaco: I met with Lynette Ancona at this office of 11/21to discuss having my accounts managed by Schwab in the future when moving to Winter Park.Although I was not interested in the $8,000 fee for managing everything, we agreed to meet on 12/18 with her team to discuss which subset of funds might be managed & for what cost. Prior to that occurring, I was charged a $228.30 advisement fee for no advice & not even an agreement on what was to be managed, let alone anything signed or with a set fee schedule. After cancelling altogether on 11/27 & keeping my account in the NY office, I was told by the Winter Park office that the fee would be removed. It is now 2/20 & no action was ever taken to remove this fee, according a Schwab central office. I wish I had read these horrible reviews first. I never had anything close to this happen with Schwab NY in over 35 years... DO NOT AGREE TO DISCUSS MONEY MANAGEMENT WITH THIS OFFICE unless you want charges prior to any advice being given or entering into a management contract...

5 /5 Ashish Smart: Pretty chill place. No stress... smart people.