A T.
10/19/2025
Jocelyn Gray took such great care of my situation! She is a top notch professional and made my experience at Schwab so pleasant!!!
Charles Schwab
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(16)
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27201 Puerta Real Ste 100
Mission Viejo, CA 92691
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
Also at this address
Reviews
3.0(16)
Victor G E.
5/2/2025
The branch staff in Mission Viejo & those I've spoken to on the phone, are very knowledgeable, friendly & efficient. They have been very responsive to my needs. They also have excellent tools for...
Chris C.
8/1/2025
They worked with the government to look at stocks and two accounts without letting customers know they made extra copies of private paperwork and did not tell me I found out later
Jerry A.
12/31/2024
Moved our money here four years ago and we have had nothing but a great experience. Maybe we got lucky, not sure, but our consultant Andy Marinos is the best, no pressure, nothing but advice so...
Anthony R.
10/31/2024
They were friendly to me as I made a deposit for my son since he is out of town for awhile
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