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• Christopher Carroll | Financial Consultant in CT | Charles Schwab

  Christopher Carroll is a Financial Consultant at Charles Schwab serving Fairfield, CT. Request an appointment or contact us today to speak with a financial consultant.

• Nathaniel Cicotello | Financial Consultant in CO | Charles Schwab

  Nathaniel Cicotello is a Financial Consultant at Charles Schwab serving Boulder, CO. Request an appointment or contact us today to speak with a financial consultant.

• Chris Conover | Financial Consultant in AZ | Charles Schwab

  Chris Conover is a Financial Consultant at Charles Schwab serving Tucson, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• New Year's Financial Resolutions | Charles Schwab

  Here are 5 steps we encourage investors to consider taking to help boost their financial fitness. Learn about budgeting, debt management, and estate planning.

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• 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.

• Schwab Montgomery - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Montgomery, AL branch. Request an appointment on Schwab.com

• Schwab Truckee Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Truckee, CA independent branch. Contact or visit us today.

• Schwab Denver - Cherry Creek Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Denver, CO branch. Contact or visit us today.