

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: (805) 884-4218
Cross Streets: Near the intersection of Chapala St and W Canon Perdido St
Closed now
- Fri 8:30 AM - 5:00 PM
900 Chapala St Santa Barbara, CA 93101 ·2259.62 mi
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Reviews
yelpI've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists (Marjie in particular) have been invaluable; readily available, knowledgeable and probably...
MoreIt is very difficult to make an appointment or to get help. They mostly refer you back to the 800#. Sometimes it would be nice to get personal attention or customer service.
MoreTerrible experience with Kevin under the direction of his boss Rachel. I am now switching to Fidelity under Kevin's recommendation to go with another firm. I have been a client with Schwab for...
MoreHelp with Family Trust. Thanks to Jarumon Peiffer who assistanted in opening up an account for my Brother and myself to help take of our Mom.
MoreStaff were very attentive during the holiday period. Managed to sort out some issues with my accounts.
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