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• Cristopher Llopiz Osorio | Financial Consultant in RI | Charles Schwab

  Cristopher Llopiz Osorio is a Financial Consultant at Charles Schwab serving Providence, RI. Request an appointment or contact us today to speak with a financial consultant.

• Stocks Dividend Reinvestment Plan | Charles Schwab

  Learn how you can accumulate more shares with a dividend reinvestment plan at Schwab.

• How Can You Make the Most of Your IRA Nest Egg? | Charles Schwab

  What's the best way to shift your mindset when it's time to withdraw from your IRA?

• Understanding Margin and Leverage in Trading | Charles Schwab

  Understand the basics of margin and leverage, along with the benefits and risks they can bring to your trades.

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• Variable Annuities | Charles Schwab | Charles Schwab

  A Schwab variable annuity could help protect and guarantee retirement income. Talk with a Schwab consultant about the right variable annuity for you.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to estimate your small business's retirement contributions for SEP IRA, Simple IRA, and Individual 401(k) plans.

• Latest Golf Offers | Schwab Golf

  Now through October 31, when you make a qualifying deposit, you can get up to 6 rounds of golf + a Titleist® GT2 Driver and Pro V1® golf balls.