Charles Schwab
Business details
- Category
- Financial Services · Financial consultant, Financial institution, Investment service
- Address
- 6200 Stoneridge Mall Rd Ste 100, Pleasanton, CA 94588
- Phone
- (925) 875-5520
- Website
- schwab.com
- County
- Alameda County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Charles Schwab brings personal investment and financial guidance to Pleasanton and the surrounding Tri-Valley community in Alameda County. Our team helps clients with investment decisions, retirement account rollovers and other financial planning needs, whether you are just starting out or managing a growing portfolio.
We take the time to talk through your goals, so you can feel confident about the choices you make with your money. Our staff are knowledgeable, friendly and helpful, and we work to make even complex transactions like account rollovers run smoothly.
Our Pleasanton branch is a welcoming, professional space where you can sit down with an advisor in person.
Book through our booking page to schedule your consultation.
We take the time to talk through your goals, so you can feel confident about the choices you make with your money. Our staff are knowledgeable, friendly and helpful, and we work to make even complex transactions like account rollovers run smoothly.
Our Pleasanton branch is a welcoming, professional space where you can sit down with an advisor in person.
Book through our booking page to schedule your consultation.