Get the information you need to evaluate investment firms

Investment firms, stock brokers, financial planners, wealth managers—today there are lots of terms used to describe the firms that can help you with investing.

Years ago, these terms made more sense. For example, a stock broker sold just stocks. But today, firms offer everything, from stocks, bonds, mutual funds, and insurance to personalized advice and retirement planning. This can be confusing, so how do you make a choice?

Find the right investment firm for you

The key is not choosing an investment firm based on a term, a type, or a title — it's choosing the type of relationship that is right for you. After all, it's an important decision that should be based on both simple objective criteria and your own personal preferences.

We created this guide so you can cut through the confusion and choose the right provider for you, whether that's Schwab or another investment firm.

To get started, visit Steps to Consider, learn the Facts and Figures for comparing firms, or read about finding The Right Fit for you.

(0806-6109)

Sometimes people feel nervous about taking the first steps. But it's not difficult. It's just a matter of doing it.

Charles R. Schwab,
New Guide to Financial Independence

Time to talk with Schwab?

Call 866-232-9890 to discuss your investing needs.