Charles Schwab
Bank Credit Union
Why pick this one
Charles Schwab offers tailored financial solutions and has dedicated Financial Consultants available for advice in Charlotte.
Best for
- individuals seeking investment and brokerage services
- clients looking for financial planning support
Look elsewhere if
- those seeking budget banking options
- individuals requiring immediate cash services
Specialties
- investment consulting
- brokerage services
- financial planning
Certifications
- CFP
- CWS
What makes them different
- dedicated Financial Consultants available for advice
- complimentary financial consultations
- ability to manage investments or consult with experts
- Response time
- available by appointment
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4529 Sharon Rd, Charlotte, NC 28211
- Phone
- 7043679742
- Website
- https://client.schwab.com/public/branchlocator/...
Services
- investment management
- retirement accounts
- wealth management
- banking services