Charles Schwab is known as one of the biggest banks and brokerage firms in the United States. This one provides the services for everyone that is investing online. There are four major divisions operated by Charles Schwab. Those are investing, wealth management, banking, and trading. Right now, it has 345 branches in 46 states of the United States, one branch in Puerto Rico, and one in London.
As one of the biggest cities in the United States with the good economic progress, Atlanta is a great place for Charles Schwab to put the office in. So, for those who are living in Atlanta and interested in Charles Schwab, you can just visit Charles Schwab Atlanta near your area.
Apparently, there are some Charles Schwab Atlanta branches. One of them is known as Charles Schwab Atlanta Buckhead. Just like the other branches of Charles Schwab, Charles Schwab Atlanta in Buckhead offers four major things which are wealth management, investment advice, retirement planning, and portfolio management.
The wealth management is one of the services that provided by the Financial Consultant. This service is to help the client on managing the financial situation. It is all about the transparency, accountability, and taking the ownership of the financial life. The Financial Consultant will try their best to understand where your money is invested, how the investments are performing, and how much it is costing you. In addition, you are able to get the access to expertise and insights that can help you on reaching your particular goals.
At this Charles Schwab Atlanta GA , you are able to find the friendly and personalized help from the experienced team of Charles Schwab. If you want to consult with the professionals of Charles Schwab, you can visit the office of Charles Schwab in Atlanta in Buckhead. The office is located in 3314 Peachtree Road Atlanta, GA 30326. In the workday, it is opened from 8:30 a.m. to 5:00 p.m. As for Saturday and Sunday, unfortunately, the office is closed. For your information, before visiting the office to consult, you have to fill out the applicant form first. This kind of form can be found easily in the official website of Charles Schwab. You can also contact them first by dialing 404 364 1920.
With retirement planning provided by Charles Schwab, your journey toward and through retirement will be easier. Charles Schwab is ready to work with you on the terms in every step of way. All you have to do is to trust Charles Schwab.
In portfolio management, you have some options to choose. The first one is Automated Investing. It is a high tech one. With this one, there is no advisory fees, account fees, or commissions charged. The second one is Dedicated Financial Advice. This one is high touch one. the fees can vary by service. The third one is called Personal Planning and Automated Investing. This one is blend of both. There is 0.28% fee on the assets enrolled. In addition, there is no commissions charged.