Charles Schwab Bank is an independent branch and offers checking and savings accounts, investment advice, financial planning services, retirement guidance and more. An appointment to consult an investment professional can be made through its website or by phone. Moreover, this branch has periodic workshops about various financial topics.
Charles Schwab is a discount brokerage firm with an office in New City. The company's services include investment guidance, banking and lending, stock trading, mutual funds and portfolio management. Call for more information or to schedule an appointment.
