Lynnwood

Visit Schwab's Lynnwood, WA branch, your local investment firm offering financial services near you

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Address

19020 33rd Ave West, Suite #100
Lynnwood, WA 98036-4746: opens in a new window

Our branch is located southwest of the Alderwood Mall on the west side of 33rd Avenue W in a six-story brick building. Entrance and parking is on the left side as you face the building.

Ample free parking in attached parking lot.

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.

Brian Cohrt

VP - Branch Manager | CWS®

Keith Bond

VP - Financial Consultant

Daron Estrada

VP - Financial Consultant | AAMS®, CFP®

Helen Fan Rouzanov

VP - Sr. Financial Consultant | AWMA®, CFP®

Jordan Kirk

VP - Financial Consultant | CFP®

Dan Rosales

VP - Financial Consultant | CFP®

Krisha Sleister

VP - Assistant Branch Manager

Geoffrey Wendover

VP - Sr. 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

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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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