Boston

Visit Schwab's Boston, MA branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Location Details for Boston

Address

127 Congress Street, Floor 01
Boston, MA 02110-2511: opens in a new window

We are located directly across from Post Office Square in the heart of Boston's financial district.

Garage at Post Office Square directly across from the Branch.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours.

Your needs expertly handled.

Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Richard Rivera

VP - Branch Manager

Eric Yanovsky

VP - Assistant Branch Manager | CFP®

Annalea Ambraziejus

VP - Financial Consultant | CFP®

Evan DeLano

VP - Financial Consultant

Maggie Garvey

VP - Financial Consultant | MBA

David Hackmeier

VP - Financial Consultant | AAMS®, CWS®

Andrew Kamensky

VP - Financial Consultant | CFP®

Jonathan Lococo

VP - Financial Consultant | MBA

Andrea Patino

VP - Financial Consultant | MSF

Ned Power

VP - Sr. Financial Consultant | AAMS®, CWS®

Steve Saulnier

VP - Sr. Financial Consultant | CWS®

Mike Starr

VP - Financial Consultant

Brian Trentsch

VP - Financial Consultant

We have one focus: You.

Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

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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