Charles Schwab

5.0 (1 review)

Banks & Credit Unions, Investing, Financial Advising

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Dave D.

3 months ago

Excellent company to work with. Colby has been very helpful in helping me find information on wire transfers and setting up a trust account.

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More info about Charles Schwab

30362 State Highway 181
Ste 105
Spanish Fort, AL 36527
Directions
(251) 206-6947
Call Now
Visit Website
http://www.schwab.com

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Is Charles Schwab by appointment only?

Yes, Charles Schwab is by appointment only.

From the Business

Specialties

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

History

Established in 1973.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. This page is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2017 The Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0217-RD3H)

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Crimson Wealth Management

(3 reviews)

Would highly recommend Crimson Wealth Management as your…read morefinancial advisor! My personal experience has been that of the utmost integrity, sincerity and commitment to client success! James is highly educated and experienced in the financial markets and investing. Custom strategies were offered to suit my individual client needs. Again, I highly recommend!

I recently moved my account from Wells Fargo to Crimson Wealth Management and I am glad I did. It…read morehas made my financial life so much more pleasant and undemanding. At Wells Fargo I was dealing with a large impersonal institution never able to deal with the same person twice and was constantly having to reexplain my concern or request. At Crimson Wealth I found a good friend who knows and understands my financial situation and desires and it looks like we are going to make a little money. Thanks Jimmy!

Charles Schwab - banks - Updated October 2026

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