Traverse City

Visit Schwab's Traverse City, MI branch, your local investment firm offering financial services near you.

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Address

215 Washington Street, Suite 1B
Traverse City, MI 49684: opens in a new window

Independent Branch

Parking available in garage adjacent to building.

Hours

Mon - Fri: 9:00 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 4:00 p.m.

Contacts

Branch phone: 231-421-6717
24/7 support: 800-435-4000

Please schedule an appointment before visiting so that we may provide you with the best service possible. After-hours meetings and Saturday appointments may be available upon request.

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.

Dan McNamara

Independent Branch Leader and Financial Consultant | CFP®

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)

Traverse City

Location Details for Traverse City

Address

Hours

Contacts