Mt. Kisco

Visit Schwab's Mt Kisco, NY branch, your local investment firm offering financial services near you

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Address

77 South Moger Ave
Mt Kisco, NY 10549: opens in a new window

We are located across the street from the Police station at the corner of Greene St. & South Moger.

Parking is available on site.

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. After-hours meetings are available by appointment only.

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.

Michael Montaldo

VP - Branch Manager

Jimmy Hernandez

VP - Financial Consultant

Jared Piche

VP - Financial Consultant

Christopher Scheedel

VP - Sr. Financial Consultant | CWS®

Michael Selvitella

VP - Financial Consultant

Michael Torres

VP - Financial Consultant

Indira Valladares

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.

Join us for a local workshop

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

See more workshops

Build a Strong Investing Foundation

Get familiar with basic investment concepts and the key building blocks for a solid investing plan.

50 W Jericho Turnpike
Huntington Station, NY 11746

September 3, 2025
5:30 PM - 6:15 PM

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Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

300 ATLANTIC ST
STAMFORD, CT 06901

September 10, 2025
11:45 AM - 12:45 PM

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Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

19 E ELM ST
GREENWICH, CT 06830

September 18, 2025
5:00 PM - 6:00 PM

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Additional resources

Everything you need to take charge of your finances.

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Schwab Mobile App

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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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