Status: Closed
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Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and...
I was transferring my assets to the Portland office and was assigned Wayne Janicki as my advisor. However, once Mr. Janicki learned I'd had a stroke and was now legally blind he told me I needed a legal guardian for me to work with him. He refused my request he speak with people who could assure him I was capable of handling my own finances and said he did not want to work with me and he hung up. Although I had completed forms transferring my assets, he never filed them and never returned my calls. I was shocked that he treated me with such arrogant disrespect. I have now taken my business elsewhere and would never recommend this office.
I have dealt with them for my own private accounts as well as other client and friends' accounts for more than two decades and have found their assistance invaluable even when dealing with...
On several occasions, this branch has gone above and beyond what I expected from a financial institution. Whether it was expediting something for a college student leaving to study abroad, or...
Absolutely. The BEST team of people!!! Caring, kind helpful and 100% recommend. My husband and I have worked with LPL, Scottrade and TDAmeritrade.... all fell short for what we wanted and needed....
We've had an excellent experience with Charles Schwab! They've been helping us with our retirement, the financial consultant we've been working with is Greg Childs and he is fantastic. Greg is...
I do not write this review lightly. I wanted test whether Charles Schwab & Co lived up to their promise of opening an online trading account in 10 minutes. That part was very straightforward and...
MF08001700HFinancial Planning & Investments
Stock & Bond Brokers
A modern approach to investing is here. We have a broad range of financial services and investments including stocks, bonds, ETFs, mutual funds and more.
Charles Schwab can be found at Sw Columbia St 222. The following is offered: Investment Services. The entry is present with us since Sep 9, 2010 and was last updated on Nov 14, 2013. In Portland there are 163 other Investment Services. An overview can be found here.
Talk to Chuck
Mutual Funds, Annuities, Stock Options, Margin Loans, Managed Accounts, Exchange-Traded Funds, CDs & Money Markets, Bond's & Fixed Income
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