Charles Schwab

Located in Houston, Texas

Address: 1225 S I-35 Frontage Rd #125, Georgetown, TX 78626, United States

Phone: +1 512-876-2390

Rating: 4.7

Review 1 (2024-11-19 - Rating: 5)
Chandler at the front desk is a true gem! He was extremely helpful and attended to our requests promptly. We have recently moved to the U.S. and he made us feel welcomed and guided us thoroughly. It’s was a pleasure interacting with him and people like him are real assets at any firm, best wishes- Rohit

Review 2 (2023-05-15 - Rating: 5)
Kevin has an impressive wealth of market and general financial planning knowledge. He takes the time to thoughtfully consider your individual circumstances and answers all questions. He very efficiently and cheerfully helped us in a situation that involved a lot of paperwork. We were grateful for his help with that and to coach us as we made some important financial decisions. Chandler was always extremely helpful and courteous on the phone from the first time we called and every time since. We highly recommend this branch for expert, friendly service.

Review 3 (2023-06-23 - Rating: 5)
Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab

Review 4 (2022-12-22 - Rating: 5)
Eric and his team are awesome! Not only is he professional and knowledgeable about the market and our investments, he is also so friendly and personable! I know he strives to provide what is best for our financial needs and goals.

Review 5 (2021-10-27 - Rating: 5)
I had no idea that Charles Schwab had a branch in Georgetown, until recently. Their courteous and professional service was compelling enough to make me transfer my stocks from other large institutions into Schwab. Extremely happy with the service I get there.

Review 6 (2022-04-13 - Rating: 5)
After my mother died, I needed help with a complicated situation and Chandler and Kevin were very kind and did a lot of the legwork to resolve it. I would recommend them anytime. It was also great that there is a location in town.

Review 7 (2024-03-03 - Rating: 5)
Kevin Thank-you for all your time and personal expertise to help me have a clearer vision to achieve my financial goals. Most of all yourpatience .