Charles Schwab
Bank Credit Union
Why pick this one
They offer $0 online equity trade commissions and dedicated financial consultants at their Charlotte branch.
Best for
- investment management
- financial advising for families
- retirement planning
Look elsewhere if
- budget-sensitive services
- non-investment banking needs
Specialties
- investment management
- wealth advisory
- financial planning
- brokerage services
- rollover IRAs
Certifications
- CFP
- CWS
What makes them different
- $0 online equity trade commissions
- dedicated financial consultants available at no charge
- Satisfaction Guarantee on services
- 24/7 customer support for accounts
- over 400 branches across the U.S.
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4529 Sharon Rd 1st Fl, Charlotte, NC 28211
- Phone
- 7043679742
- Website
- http://www.schwab.com/charlotte?utm_source=bing...
Services
- banking
- investment products
- financial consulting