Charles Schwab
About
This downtown Boston branch of Charles Schwab gives investors friendly, personalized help from an experienced local team, backed by access to the firm’s expertise, specialists and insights. Branch staff work with clients on wealth management, investment advice, retirement planning and portfolio management. As members of the local community, the team aims to give transparent, straightforward answers to questions and to help each client work toward specific goals.
Charles Schwab is one of the largest brokerage and wealth management firms in the United States, founded in 1971 by its namesake. Its account options include individual and joint brokerage, traditional, Roth and rollover IRAs, custodial accounts and small business accounts. Clients can invest on their own, trade on the thinkorswim platforms, use automated investing or choose full-service wealth management, and Schwab also offers banking products such as checking, savings and home loans.
What to Know
- Schwab backs its accounts with a satisfaction guarantee.
- A complimentary financial plan and retirement planning calculators are available to clients.
- The branch is listed with the Downtown Boston Alliance.
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