Charles Schwab
- rating
- 2.9
- address
- 1400 Grant Ave #101, Novato, CA 94945, USA
- website
- https://www.schwab.com/branches/novato?branch_id=1842&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1842
- place id
- ChIJUZzYiXu7hYARXKM4cWV9XOA
- collection
- Marin public-source records
- observed at
- 2026-10-11T00:10:46.186Z
- review count
- 8
- google maps url
- https://maps.google.com/?cid=16166934636997944156&g_mp=Cidnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLlNlYXJjaFRleHQQAhgEIAA
- county association
- Returned in the Marin source collection; geographic membership is not established
maps.google.com ↗
Recorded 2026-10-11
Connected objects
Marin County · in collection
Charles Schwab · describes
Google Places result · Charles Schwab · returned
Google
I was told specifically by the small business department who I spoke to on the phone to go into the branch and ask for a specific form. The employee at this branch questioned me about what I was told several times and was insisting that I should be able to accomplish what I need to accomplish online even though I explained that I already tried it with the representative who I spoke with on the phone. Because I started getting annoyed after being questioned and doubted several times about the information I had provided, a senior employee decided that it was appropriate for him to come out and defend the other employee who it turns out is new. I'm sorry but if you're a new employee and your customer is telling you something that they're not able to accomplish online because that is exactly what the online rep told them then maybe instead of continuing to question and doubt the customer you should pick up the phone and call someone and inquire about a process that you are unfamiliar with. So instead this senior employee decided to say that I was the one that was being unreasonable. I will never go into this branch again I will not be treated that way and I recommend you don't either.. perhaps training your new employees more appropriately would have been the better way to handle this rather than taking it out on the customer. Pathetic excuse for any type of customer service.
Tt H · Charles Schwab · review of place
Google
The office is great, they are always receptive and helpful (even thought I can be a pain). Thanks.
C Gaidano · Charles Schwab · review of place
Google
the women in the front desk had a bad attitude and was incredibly unimfortmative. I am studying a semester in London and was told that it would be an easy process to get a debit card expidated(which it was not) and now I am here jumping through hoops, being transfered from one associate to another on the phone being told different things I need to do. I have had to fill out and upload multiple forms. The Associate at the front desk in Novato had no clue what she was talking about and was just trying to get me in and out of the building as quick as possible. This will be the last time I use Charles Schwab Bank.
Evan Dominguez · Charles Schwab · review of place
Google
Not sure what the employees think their job is. Customer service? Went to ask some simple questions about their services and the energy and tude was, don't bother me. Dismissive stink eye with some 18 year old at the counter snickering. Schwab, you can do better. Scrap this crew and start anew. I really want to use your services.
SteveF · Charles Schwab · review of place
Google
I have an account with Schwab and I love the company. I just referred 3 new customers for them. The Novato office visit was not what I expected. I brought someone into the office to transfer all her accounts from WellsFargo investment and all her retirement, The nice kid at the front desk was not very knowledgeable so one of the two employees came out to assist, but it seems that if you are not using a managed account they just hand you paperwork The Person I brought was elderly with a cane but the employee would not offer her to sit in her office to assist and the branch manager although his office is right in front of the lobby with glass windows he was "too busy" and important to assist, acknowledge, or greet us, (He clearly was not to busy at all) I will bring the 3 new clients but I will drive to the Santa Rosa office where we will have a much better experience.
Leo Prada · Charles Schwab · review of place
Google · on platform