Charles Schwab Independent Branch-College Station, TX

Charles Schwab Independent Branch-College Station, TX When you visit our local branch, you’ll find that we provide financial guidance on your terms. Come meet our team and see how we’re different. No Bank Guarantee.

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in College Station: I’m passionate about advocating for local investors in College Station and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. We partner with you to understand your goals, create a personalized plan, and

develop your investment strategy. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. To learn more, call 979-599-5140 or visit www.schwab.com/collegestation. Brokerage Products: Not FDIC Insured. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of spec...
05/18/2023

The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of speculation around whether the U.S Dollar will be dethroned. For more on our view:

There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.

Artificial intelligence (AI) continues to make daily headlines. In this article, we talk to Schwab thought leaders on ho...
05/15/2023

Artificial intelligence (AI) continues to make daily headlines. In this article, we talk to Schwab thought leaders on how it could help shape the future of financial services.

How financial services can navigate a post-ChatGPT future.

Over the past two years, U.S. housing prices have soared causing many sellers to possibly have a significant tax bill. L...
10/11/2022

Over the past two years, U.S. housing prices have soared causing many sellers to possibly have a significant tax bill. Learn how to manage your tax liability.

Record-high home prices could mean outsize taxes. Here's how to manage your cost basis to keep your tax liability as low as possible.

During a down market, make sure you consider these moves that focus on tax planning and portfolio maintenance.
10/06/2022

During a down market, make sure you consider these moves that focus on tax planning and portfolio maintenance.

Certain moves could make more sense during a bad market than during a good one. Here are five.

Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discu...
09/29/2022

Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discuss the nature of recessions, what measures Schwab is watching, and why they matter when assessing where we stand. Learn more:

Investors are faced with an overload of data on jobs, inflation, energy prices, housing and more. But does it all add up to a recession?

It's impossible to dodge setbacks in retirement but you can be better prepared with these 5 expenses in mind.
09/26/2022

It's impossible to dodge setbacks in retirement but you can be better prepared with these 5 expenses in mind.

These unexpected expenses can derail your retirement. Here's how to get ahead of them.

Looking for a trip where your afternoon stretches into evening? Then it’s time to pack up and visit Asheville.
09/22/2022

Looking for a trip where your afternoon stretches into evening? Then it’s time to pack up and visit Asheville.

How to spend the perfect weekend at Lake Chatuge in North Carolina.

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, ...
06/02/2022

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. Schwab.com/Live

Schwab launches Schwab Personalized Indexing™.
04/22/2022

Schwab launches Schwab Personalized Indexing™.

Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities, is now available to both registered investment advisors and retail investors. Schwab believes investors of all asset levels get the most ...

If you own a small business or are just starting out, don't put off saving for retirement advises Carrie Schwab-Pomerant...
04/19/2022

If you own a small business or are just starting out, don't put off saving for retirement advises Carrie Schwab-Pomerantz. There are a number of plans designed to help you—and your employees—save more. And they're easy to set up. https://www.schwab.com/resource-center/insights/content/need-retirement-plan-your-small-business?suggested_content_id=1895776&social_network=facebook&reference_id=A014645?sm=VYR

Own a small business? Don’t miss out on these opportunities to save for retirement and decrease taxable income.

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-sc...
03/11/2022

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-science technique that could help you make better saving and investing decisions:

Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.

I love how Schwab is always looking for new ways to bring vital information to our clients more quickly through . That ...
03/08/2022

I love how Schwab is always looking for new ways to bring vital information to our clients more quickly through . That focus was recognized by the industry in the form of two AFTAs for the Charles Schwab Investment Advisory team!

https://www.aftas.org/

Address

711 University Drive East
College Station, TX
77840

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+19795995140

Website

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