Charles Schwab W Pleasant Grove Blvd, Pleasant Grove

It is so nice having a physical branch to visit. I've had a hard time trying to transfer my 401K by myself for months now, so I went to this branch and they were able to sort it out within a few minutes! While meeting with Josh, he gave me great advice on a few investment strategies that were much easier to understand in person. It's nice not having to try and figure out everything online. When I have questions or need help, I will make sure to always visit this branch. Josh and Kohler are helpful, intelligent, competent, and kind!

I recently opened multiple accounts with Charles Schwab after conducting a through search for a financial advisor who could continue help me successfully plan for and navigate into my retirement years (which is just a few years away) and assist with my financial needs and and goals. My search lead me to MANY who seemed willing and claimed they were able, but for one reason or another I just didn't feel comfortable making the transition. After receiving some advice from a trusted friend, I reached out to Charles Schwab (corporate) who reviewed their services and offerings. They caught my attention with multiple investment options ranging from self directed to managed services. They introduced me to their tools and research assistance that my friend highly touted in our previous conversations. Then they introduced me to the folks at the Pleasant Grove Branch, who sealed the deal with their personal touch. and advice. The process for opening accounts was straight forward, and the transition from my previous financial institution went smoothly. What blew me away was the personal attention I have received from Kohler and Josh. They are friendly, as well as willing and able to answer my NUMEROUS questions and best of all the services which I was receiving were FREE! I am a month into the transition after taking MANY months to decide and I haven't been disappointed. While I have chosen to take a self directed approach, I am considering some of Schwab's managed services. So far they have earned my trust and confidence.

The staff here was very friendly and helpful. The lady up front probably spent twenty minutes calling different financial institutions - as well as other Schwab branch locations - in order to find an answer to our question. I feel like other places would have just referred us to some corporate phone number and left it at that. But the people here (I wish I could remember their names) took it upon themselves to do the leg work for my fiancée and me, and they did find the answer to our query.