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: (831) 465-7670
Cross Streets: Near the intersection of Porter St and Main St
Closed now
- Sat Closed
2407 Porter St Soquel, CA 95073 ·2333.48 mi
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Reviews
yelpA year ago, I would have given this Schwab location 2 stars. It's out of the way from central Santa Cruz and I'd often hit traffic on Highway 1 to/from. The front desk person has always been...
MoreI have my account for 39 years an today I was treated very unprofessional, wanting to discuss personal private information in the lobby is unacceptable
MoreIn addition to my teacher retirement money, Dad encouraged me to invest. Dad has yet to lead me astray when it comes to financial stuff and he has done quite well. If you don't have an...
MoreUnless your mattress is on fire don't bother bringing your business here. As a long time Schwab fan, this branch can't even print you a check. Consolidate an IRA? Akin to aligning the stars....
MoreOnly Charles schwab in Santa Cruz area. Lame. Went there today and the man helping at the front desk was very quick and even helped me change my address order check all under 10 minutes. He was...
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