Burlington, MA

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

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Address

54 Mall Rd
Burlington, MA 01803-4556: opens in a new window

We are diagonally across from the Lahey Clinic.

Ample free parking in attached parking lot.

Hours

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

Contacts

Branch phone: 781-505-1280
24/7 support: 800-435-4000

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.

Christopher White

VP - Branch Manager | CFP®, CWS®, MBA

David Hackmeier

VP - Assistant Branch Manager | AAMS®, CWS®

Kyle P. Bredice

VP - Financial Consultant | CFP®

Ryan Carson

VP - Financial Consultant

Tristan Henderson

VP - Financial Consultant | CFP®, MBA

Tofunmi Ochi

VP - Financial Consultant | CFP®

Francesco Puopolo

VP - Financial Consultant | CFP®

Elizabeth Ryan

VP - Financial Consultant

Christine Schwartz

VP - Financial Consultant | CFP®

Vivian Tu

VP - Financial Consultant | CFP®, MBA

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.

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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.

(1025-SM77)

Burlington, MA

Location Details for Burlington, MA

Address

Hours

Contacts