Charles Schwab Branch

Company Overview

Charles Schwab is focused on the individual – on helping people make the most of their money. We provide brokerage, banking and other financial products and services directly to individuals. We also serve independent investment advisors, help employers manage group retirement plans, and sponsor community programs to build financial literacy. It all ties to our purpose: To help everyone be financially fit.

"If the financial services industry is going to restore the faith of ordinary investors, it has to remember ordinary people’s needs – and work hard to safeguard them – every day."
— Charles R. Schwab, Executive Forum

Our businesses help millions of people work toward financial fitness.

  • Investor Services works directly with millions of individual savers and investors. Named highest in investor satisfaction by J.D. Power and Associates, Investor Services helps clients manage their own investments or get the help and guidance they need.
  • Visit schwab.com
  • Current Clients: 800-435-4000
  • New Clients: 866-855-9102
  • Advisor Services is the industry leader in serving more than 6,000 independent investment advisors. We provide dedicated service, products, technology and back-office support to help independent advisors serve clients in their local communities.
  • Visit schwabadvisorcenter.com/public
  • Call us: 877-687-4085

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