As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in South Windsor, Connecticut. I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships, and I believe that today’s investors deserve a better way.
When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy. You’ll understand where your money is invested and why, how much it costs, and how you’re doing relative to your goals.
We can assist you with:
• Wealth Management
• Investing
• Portfolio analysis
• College planning
• And more
Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. Come meet our team and see how we’re different. To learn more, call 860-838-6222 or visit www.schwab.com/southwindsor
Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.
Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
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