Charles Schwab

Charles Schwab's Roanoke branch is a full-service investment and brokerage firm offering financial advisory services, investment management, and wealth management solutions. Led by Branch Owner and Sr. Financial Consultant Kevin McFarland (AAMS®), the branch helps clients at all wealth levels manage their investments, whether self-directed or through personalized consultation. Schwab provides comprehensive financial services including account opening, retirement planning, market insights, and ongoing guidance as clients' financial needs evolve.