Charles Schwab
Bank Credit Union
Why pick this one
They provide $0 online equity trade commissions and have dedicated financial consultants available to assist clients.
Best for
- individuals seeking investment and retirement planning
- those looking for brokerage services with no commissions
Look elsewhere if
- clients needing round-the-clock cash services
- individuals seeking solely traditional banking without investment options
Specialties
- financial consulting
- retirement accounts
- brokerage services
Certifications
- CWS®
- AAMS®
- CFP®
What makes them different
- $0 online equity trade commissions
- dedicated financial consultants available
- wide range of investment products including stocks and ETFs
- no fees to work with a financial consultant
- complimentary financial planning
- Response time
- 24/7 support
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 8601 Six Forks Rd Ste 400, Raleigh, NC 27615
- Phone
- 9198476436
- Website
- http://www.schwab.com/raleighnorth?utm_source=b...
Services
- investment management
- wealth advisory
- banking