Charles Schwab

★★★★☆4.1 (20) Financial Services San Mateo

Business details

Category
Financial Services · Financial consultant, Financial institution, Investment service
Address
1300 S El Camino Real Unit 110, San Mateo, CA 94402
Phone
(650) 358-5517
Website
schwab.com
County
San Mateo 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

For financial consulting and brokerage in San Mateo, Charles Schwab is here to help. We are a financial services branch serving families and investors across San Mateo and the Peninsula.

Our team handles investment accounts, retirement assets, and the transfer of assets from other firms, guiding each step with patience and clear communication. Customers tell us they appreciate staff who respond quickly, stay friendly and professional, and work to solve problems efficiently.

We take pride in our responsiveness, whether you are moving assets, resolving an account question, or planning for what comes next.

Book through our website or stop by to talk with our team.