Financial Advisors
Franklin, TN
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.
Ideal for: Self-directed investors, retirees and pre-retirees, high-net-worth individuals, families seeking comprehensive wealth management
Service area: Franklin and surrounding Middle Tennessee communities
Team of CFP-Certified Consultants: Multiple branch advisors hold CFP (Certified Financial Planner) designations, ensuring expert guidance on comprehensive financial planning and investment strategy.
Flexible Service Model: Serves both self-directed investors and those seeking personalized consulting, allowing clients to choose the level of professional guidance that fits their needs.
Complimentary Initial Consultations: First conversations with Financial Consultants are free, letting prospective clients explore options without upfront commitment.
Address: 520 Cool Springs Blvd, Franklin, TN 37067
Phone: (615) 771-1737
Website: schwab.com
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