Get on track with a no-cost, no-obligation consultation

Is your portfolio balanced to weather market volatility? Are you on track for retirement? As a Schwab client, you can get a personalized, one-on-one consultation with an investment professional to find out.

There's always someone you can talk to at Schwab

We're here to give you an objective assessment of where you are now— and what to do next. Your consultation will include:

A professional evaluation of your investments.
Help determining the investment mix that’s right for your level of risk.
A discussion of your financial goals, including retirement.
Specific recommendations and next steps based on facts, not opinions.

We'll talk with you, not at you

Our investment professionals are knowledgeable and easy to talk to.
We'll listen first, then make recommendations and suggest next steps based on your needs.

Ready to get started?

Open an account or call 866-849-5799.

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Talk to us about our financial guidance

Call 866-849-5799.

Send an email

Find a Schwab branch

Open an account

Clients get your complimentary consultation today

Call 866-849-5799

Learn how you can get on track

Hear our Complimentary Consultation Team in action.
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