Financial Advisors
Milpitas, CA
Charles Schwab's Milpitas branch is a full-service investment and brokerage firm serving individual investors and those seeking comprehensive financial planning. The branch offers self-directed investing platforms, financial consulting, wealth management services, and retirement planning guidance through experienced Financial Consultants. Whether clients prefer to manage their own investments or work with advisors, Schwab provides tailored solutions across all wealth levels with access to their mobile app, educational workshops, and 24/7 support.
Ideal for: Self-directed investors, individuals seeking retirement planning guidance, families building wealth, those needing comprehensive financial strategy alignment
Service area: San Jose, Milpitas, and surrounding Bay Area communities
Self-Directed & Guided Options: Schwab supports both independent investors managing their own portfolios and those working with dedicated Financial Consultants, accommodating all experience levels and preferences.
Comprehensive Financial Services: Beyond brokerage services, the branch offers financial planning, wealth management, retirement strategy, and regular educational workshops on investing fundamentals and building financial security.
Local Accessibility with 24/7 Support: The Milpitas location provides in-person consultations during business hours without requiring appointments, plus round-the-clock phone support at 800-435-4000.
Address: 12 Ranch Dr, Milpitas, CA 95035
Phone: (408) 467-7010
Website: schwab.com
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