Charles Schwab

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3150 Crow Canyon Rd
San Ramon, CA 94583
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.

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Reviews

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2.521 reviews
Frank W.
1/21/2022

They were pretty good at the San Ramon branch, that was before the pandemic. Complementary coffee, note books, pens and various investment material. Once a week they had investment classes, either...

Joy T.
12/16/2025

Absolutely the worst experience possible. If you're looking for inexperience, rookie management, and atrocious receptionists definitely go to San Ramon Charles Schwab . Two days and two hours,...

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R. W.
10/30/2025

I am horrified right now. I have had money in Charles Schwab for quite some time. Because I handle my elderly mother's money and it is a substantial amount, I put a verbal password on the account,...

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S S.
12/6/2023

Terrible experience with the local branch. I called ahead and was told to just walk in. When I walked in, there was no one to talk to me to help me open a brokerage account and a custodial...

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Lily L.
12/22/2021

This review is not just for this branch but my entire experience with Charles Schwab. My parents don't speak English, so I helped them open a Schwab account because a relative wants to transfer a...

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