Charles Schwab

Charles Schwab's Franklin branch is a full-service investment and brokerage firm offering financial consulting, wealth management, and self-directed investment accounts. Led by CFP-certified consultants including Branch Manager Jim Mclean and a team of experienced financial advisors, the branch serves clients at all wealth levels—whether they want hands-on guidance or independent account management. Schwab provides tailored investment strategies, retirement planning, account opening, and ongoing portfolio support with access to 24/7 customer support.