Has your doctor ever prescribed a remedy before hearing your symptoms? I certainly hope not, because that’s not the way medicine works—and it’s not the way personal finance should work, either.
We believe the best financial advice addresses your specific circumstances. And in order to do that, we must first ask questions. How long before you need to spend the money? How does it fit within your portfolio of other financial assets? How comfortable are you with risk? We can’t possibly match you with the right solutions if we don’t know something about your goals and other details that make you unique.
At Schwab, listening—really listening—has always been a top priority. If you’re looking for informed, unbiased financial advice tailored to your specific needs, come talk to us. We’re here to help.
Charles R. Schwab
Founder & Chairman