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Charles Schwab Bank

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Website: schwab.com

Phone: (214) 385-4142

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  • Sun Closed

2775 S Central Expy, Ste 140 McKinney, TX 75070 ·1022.51 mi

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Reviews

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Dylan S. 09/29/26

Caroline is a phenomenal financial advisor! She has helped me roll over my 401k, build a retirement plan, and grow my investment account! She is super knowledgeable and dependable. I highly...

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Paula R. 07/09/25

Schwab is an excellent company overall, and this local office delivers fantastic, customized service! Scott, Janet, Carolyn, and the rest of the team are hard-working, yet friendly, patient, and...

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Shelley G. 05/30/24

So helpful. Love doing business here. Staff extremely helpful. Going above and beyond to make sure we are taken care of and understand our investments.

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Jen M. 11/26/19

Website and door state open until 6pm- got here at 5:06pm and all locked up. Not a good way to build business

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