Charles Schwab

I moved my retirement accounts from Citibank to Charles Schwab and couldn’t be more satisfied with the customer service I got from my financial advisor, Jeanne Chan. I am an extremely busy person during the day and don’t have the time to research stocks or figure out how to sign up for online accounts, so I was extremely thankful that Jeanne was willing to help me way past business hours to walk me through the process. She helped me set up an online account and took care of transferring all my funds on the back end so it was little to no effort on my part. She did a stellar job making the process as smooth and informative as possible and helped me get into the investment vehicles that best suit my needs. I
When the market took a little dive, she called me and made suggestions on how to capitalize on the volatile market. I know absolutely nothing about investing and Jeanne made sure I understood what investments and how aggressive I was being with my hard earned money. I highly recommend everyone to contact Jeanne for all their financial needs. She’s extremely professional, hardworking, knowledgeable and easy to work with. Thank you for your help Jeanne! Looking forward to a continued relationship over the years!

Expert or not in the finance world, Charles Schwab IS the financial institution to go to. I love going to this Walnut Creek branch because everyone there is so nice. I especially enjoy working with my Financial Advisor, Jeanne Chan. She is a great FA to work with. She’s professional, tenacious in the investment world and I simply enjoy her customer service. Whether banking needs or investment, her knowledge of both makes me feel my money is safe. If you need any type of finance advise or simply open a free checking/​savings account, Jeanne chan is your girl.

From the moment I walked in the door, I felt like I mattered and that I was not just another pain in the rear customer like we felt at our last brokerage. Relationships mean the world to my family and I, and we feel like this relationship is off to a great start. Thank you Mr. Barrere. You and your team are top notch and we are happy that we were referred to you. Hats off to «Chuck»!

I can feel some commitment to service as I was greeted by the branch manager and the service team. I enjoy the variety of workshops offered on a weekly basis. Very informative.

I was with another one of the large brokerages for years but decided to look around after being nickel and dimed. After doing a lot of research and interviews I decided on going with Charles Schwab. The employees and manager at the Walnut Creek branch put together a great plan for my portfolio and I felt confident in their recommendations. I have been with them for a few months now and I could not be happier with my choice. I like the way that they involve me in the decision making process and help educate me along the way. Thanks Chuck.

I am surprised to see read these negative comments. I have worked with Charles Schwab in Walnut Creek for a number of years. I work with Branch Manager, Christian Barrere and he is both responsive and knowledgeable and has helped me to make finically sound investment decisions. His assistant has always helped me to fill out paperwork in a timely manner. I have never had to wait more than a day to have a call or email returned. I have recommended this branch and its services to several of my friends and colleagues and we are all more than satisfied.

I wish I read the other review on here before opening up a new account with Jeanne Chan at Charles Schwab in Walnut Creek. Her communication is non existent. Once I opened the account I never heard from her as she promised. No follow up. Considering the size of the account I would have at least expected some level of service after opening up the account, but no such luck. Also, she did not appear to have any significant level of investment knowledge as she made several mistakes during our discussion as well as provide me with incorrect information. I am already looking at transferring my account and funds to another brokerage house.
I would stay clear of the Walnut Creek branch!

Warning! After many years of banking with Schwab I closed all my accounts and transferred funds to a competing brokerage house. I have been EXTREMELY disappointed with the level of service from the Walnut Creek branch, in particular with Jeanne Chan, as well as the branch manager Dan Miller. Very poor communication, flat out wrong financial information and overall I was left with a strong feeling that Jeanne’s main motivation is to generate fees for the company, not the client’s well being. Proceed with extreme caution or consider other and even cheaper options!