Charles Schwab

Whether you need help setting up a trust, moving existing funds, or simply making sense of your investment options, Charles Schwab offers financial services tailored to you. Our Menlo Park branch serves individuals and families across Menlo Park and the Peninsula, with a team that takes the time to understand your goals before recommending a path forward.

We handle everything from trust account setup, including more complex arrangements, to transferring assets from other institutions, and we coordinate each step so you always know what comes next. Many of our clients have trusted us for years, and they tell us our speed and professionalism set us apart when questions or requests come up.

Our advisors explain things patiently and clearly, so you can make confident decisions about your money at a pace that suits you. We believe in transparency and responsive, expert guidance whenever you need it.

Visit our website to learn more about our services, or stop by the branch to talk with our team.