It will save you a major headache in the future and your kids and grandkids will be grateful one day! If you are currently working with Charles Schwab the best advice I can give you is run….
Find a fiduciary financial planner who is has the knowledge and background to act in your best interest and who will take the time to get to know you and your family. Do yourself and your future heirs a favor and stay away from Charles Schwab. How can a company or financial advisor recommend a product after 20 minutes of getting to know you? It takes hours of getting to know someone before a financial planner could possibly act in their best interest. In all the years I work for them, they never got to know the clients to act in their best interest. I used to work for them for years and they made us push products that were “suitable and good enough” for their clients. I would never let my family use this company or recommend them. A real F-U to the customer.Ĭons: Untrustworthy, does not give good advice, does not look at for the clients best interestĬharles Schwab is a company who makes a lot of money off of ignorant investors. When I used their "Message Center", it emailed me the next day saying there was a response, but there was nothing, not even a way to re-send a message - only an Upload Document function. And, I only needed help because I put in a sell order for their mutual fund that didn't execute (ultimately it went the following day). Then Chat tells you they won't help you, they're only for new customers (not even labeled that way, you have to waste your time getting on it to find this out) & refers you back to the customer "service" line you just complained about. Schwab doesn't help you they just torture people with Passive Agressive Customer Service - 1st, you call the phone # & the obnoxious robo voice starts mapping your voice - a major (& creepy) violation of privacy we never agreed to (and an adhesion agreement with vague boiler plate language doesn't count). Pros: low commissions, allegedly (brokerage firms notorious for hiding fees)
0 kommentar(er)
