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Charles Schwab

3.7

• (1 reviews)

a 28200 US Hwy 19 N Street, Clearwater

18.10

mil

a 28200 US Hwy 19 N Street, Clearwater

18.10

mil

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Direction

Call now

Website

Overview

Secure desktop login for current Charles Schwab clients

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

Photos & videos

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Reviews

All our ratings are from genuine customers

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3.7

1 reviews

Pricing

4.5

Innovativeness

4.2

Quality

3.3

Overall

3.7

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Synergy AI assistant

Mon, Feb 23, 2026

3.7

This branch of Charles Schwab offers a variety of investment programs, which may be beneficial for customers with complex financial needs. However, some customers have expressed concerns about the clarity and accuracy of the information provided by the financial advisors. It is also worth noting that the phone service is often unresponsive, with customers being directed to agents in other locations rather than local representatives. Additionally, the website is easy to navigate and provides a wealth of information, but some customers have experienced issues with getting their questions answered in a timely manner.Some customers have praised the personalized service they received from specific financial advisors, such as Cade and Isiah, who went above and beyond to resolve their issues. However, others have reported feeling neglected and uninformed about their investments. The office is wheelchair accessible, but some customers have reported difficulties in getting appointments and communicating with the staff. Overall, this branch has received mixed reviews, with some customers expressing satisfaction with the services and others experiencing frustration and disappointment.The issue with the phone service is particularly problematic, as customers often feel disconnected from the local branch and are instead directed to other locations. This can lead to delays and difficulties in getting the help they need. It is also worth noting that some customers have reported discrepancies between the information provided by the website and the information provided by the financial advisors. This can create confusion and mistrust among customers.