Financial Advisors
Sacramento, CA
Charles Schwab is a leading financial services firm offering brokerage accounts, investment management, retirement planning, and wealth management services to individual and institutional investors. The Sacramento branch provides in-person consultations and account support for clients seeking comprehensive investment solutions, trading platforms, and financial guidance. Schwab is known for low-cost investing options, educational resources, and access to a wide range of investment products.
Ideal for: Individual investors, retirement savers, active traders, clients seeking low-cost investment management
Service area: Sacramento and surrounding areas
Comprehensive Investment Platform: Offers self-directed brokerage accounts, robo-advisory services, and professional financial planning all in one firm.
Educational Resources: Provides extensive research tools, market insights, and investor education to help clients make informed investment decisions.
In-Person Support: Sacramento branch offers face-to-face consultations and account management assistance alongside digital trading capabilities.
Address: 525 Fulton Ave, Sacramento, CA 95825
Phone: (916) 973-3323
Website: schwab.com
Looking for more options?
See more Financial Advisors in Sacramento →