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All Ears

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

What You Can Do Next

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.


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