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Charles Schwab Boylston St, Brookline

3.3
(6)Loan Agency
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1262 Boylston St Floor 1, Brookline, MA 02467, United States

+1 617-713-3300

https://client.schwab.com/public/branchlocator/branchdetails.aspx

  • SaturdayClosed
  • SundayClosed
  • Monday8:30AM–5PM
  • Tuesday8:30AM–5PM
  • Wednesday8:30AM–5PM
  • Thursday8:30AM–5PM
  • Friday8:30AM–5PM
CLOSED
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    Services

    • College Savings Related Financial Consulting
    • Corporate Finance Consulting
    • Estate Planning
    • Financial Planning
    • General Investment Consulting
    • Investment Advising
    • Real Estate Investment Consulting
    • Retirement Savings Consulting
    • Tax Planning
    • Wealth Management
    • Asset Protection
    • Brokerage Accounts

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    Personal Loans Near Me In Brookline of Massachusetts(MA)

    Loan Amount

    $1000
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    Reviews

    3.3/5.06 Reviews

    a

    adrian pieleanu
    1

    Had the worst experience ever with Schwab. I am a client of several US banks and institutions, never had such a horrible experience. My wife changed jobs and she had a 401K balance that she was interested to roll over to her IRA at a different bank. They gave her a very hard time and tried everything to block that. Eventually they took her money off the market and put them into a savings account and they took her address and IRA account details, promising that she will receive a check that she will have to deposit into her IRA (standard rollover process) After several weeks of waiting, we sent online to login into her Schwab account just to find that nothing has happened. Should we had received the check, the money would have went back in the market. This whole issue made her lose a few thousand dollars as we lose the opportunity to put the money back in the market. I hope they review the call records (all calls get recorded these days) and reach out to us with a resolution. I would suggest to say away from using them. They are nice with you until you tell them you want to move your money, after that they just drop the ball on you. As I write this, I am waiting for a representative to call me with an explanation. If its an act of negligence on their side, I hope they recognize it and I hope they cover all the loses and damages I incurred because of their being irresponsible. As as said, I am dealing with several other financial institutions, and they all treated me extremely well, whether I had a few hundred bucks into their account or a larger sum. That's how it should be.

    Response from the owner

    Hi Adrian. If you want to give us a call at 800-435-4000, we’d like the chance to address this for you.

    A

    Alan
    1

    A bunch of useless frauds: after I set up an ACH on Checking account, I went to this brunch to add more cash. The frontdesk lady suggested me to go the BoA next door for a Bank's check, so by the end of day, my checking account will have enough for clearing. They saw my records, but purposely gave me the wrong advice: 1) the Bank's check went into the Brokerage account, but they could not handle the checking side; 2) they did not tell me the Over-Draft as an option; 3) they could have suggested me to transfer my cash from Brokerage to Checking account. They are greedy (over-draft fees), for their work log, but not helping you to solve your problems!

    Response from the owner

    Hi Alan. We’re very sorry to hear this. We appreciate you taking the time to explain your negative experience and would like a chance to try and assist with resolving the issues you have had with us. Please give us a call at 800-435-4000.

    B

    Bill “Mugwump” Aldson
    2

    I went to the Chestnut Hill Office in early January to remove the "secret password" that I did not know existed until Dec 2017. I brought 3 IDs, signed a form, spoke with someone at corporate. As of 1/28 my account still has the "secret password" I never knew most likely. I'm unsure who made a mess of this simple task. :-( The other issue, and one probably common to any brokerage, is the push to invest in Windhoven Fund ... that has the low, low management fee of 1%. Sounds good, right? So if your return for a year is 4% the actual fee is 25%; i.e., 4% div by 1%. One "consultant" called over five times, mailed an application, before I called the branch manager to remove him. Solved? Today, I called about the top issue: removing the password. That "consultant" took my call, he forwarded me to my current "consultant", and left me on hold for five minutes (yes, I was doing other stuff, so I didn't waste time). That previous "consultant" never checked the hold to take a message nor did the phone system allow me to leave a message. So, fire the consultant and fix your phone system, PLEASE!

    Response from the owner

    Hi Bill. We’re very sorry to hear this. We appreciate you taking the time to explain your negative experience and would like a chance to try and assist with resolving the issues you have had with us. Please give us a call at 800-435-4000.

    E

    Euan Davis
    5

    My COO says it's the best business bank to have an account in the Boston area

    B

    Barbara Hark
    2

    Please have Matthew call asap. I'm LIVID WITH SCHWAB AND THEIR LACK OF ADVICE/ SERVICE

    Response from the owner

    Hi Barbara. We’re sorry to hear about your poor experience. We’ll pass your feedback to the Brookline branch manager. We’d also like a chance to address your concerns and assist you further. You can call the branch directly at 617-713-3300 or contact us at 800-435-4000 for assistance.

    L

    Lynn Degregorio
    5

    I have found them very helpful

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    FAQs

    • 1. How Can I Get In Touch With Charles Schwab?

      In order to connect them for loans, you can making a phone call by +1 617-713-3300, or you can direclty find yourself online loans. If you need any loans like bad credit personal loans, you can click here, which will be more convenient.
    • 3. What Sort Of Services Can I Get from Charles Schwab?

      Charles Schwab also provide these services shown as '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' If you want more details concerning Charles Schwab, get started now.
    • 5. Is Charles Schwab an Agency? Or a Lender?

      Charles Schwab is a Financial consultant. Or you can directly find CocoLoan, which is an online lending agency, can assist you in connecting with 100+ lenders to get multiple loan options like installment loans for bad credit with quick funds.
    • 2. What's The Location Of Charles Schwab?

      Charles Schwab is located at 1262 Boylston St Floor 1, Brookline, MA 02467, United States. If you wan to visit them on the spot, you may use the map to find out a way to get there.
    • 4. How Can I Get a Loan at Charles Schwab?

      The quickest way is to use their website's online form. For your need of payday advance loans from the Internet, simply browse our site to learn more about detailed information.
    • 6. What Should I Do I Cannot Repay My Loan?

      The best way is to negotiate with your lender at first and find out a solution for both parties.
    • 7. Can Charles Schwab Provide Auto Title Loans?

      Sure. You can get car title loans from CocoLoan.