Charles Schwab-0
Charles Schwab-0
Financial Consultant

Charles Schwab 4th St, Santa Rosa, California

4.4
(6)Check map
Phone:
+1 707-569-7801
Website:
https://client.schwab.com/public/branchlocator/branchdetails.aspx
Address:
200 4th St Suite #100, Santa Rosa, CA 95401, United States
Hours:
Tuesday8:30AM–5PM
CLOSE

    Services

    • College savings-related financial consulting

    • Corporate finance consulting

    • Estate planning

    • Financial planning

    • General investment consulting

    • Investment advising

    • Real estate investment consulting

    • Retirement savings consulting

    • Tax planning

    • Wealth management

    • Asset Protection

    • Brokerage Accounts

    Show More
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    Charles Schwab Reviews

    4.4 stars based on 6 reviews

    Featured Comments:

    • T

      Thomas Jones

      5.0

      Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.

    • M

      Mark Carroll

      5.0

      The last few months, I have been working with Zack Swad at the Santa Rosa Charles Schwab office, and his assistance and advice on Retirement Planning, Risk Assessment and Asset Protection have been invaluable in planning for my financial future. His services have been extremely educational and useful in my future financial planning. I never felt any pressure to purchase other Charles Schwab's services, but I have come to realize the utility of some of the offered services and will be seeking those in the near future. Zack was very thorough in learning about me and my financial goals. He took the time to utilize that knowledge in the most financially beneficial way for me. I would highly recommend him!

    • A

      Ann Killeen

      5.0

      For years I kept getting emails saying that a Schwab consultant would work with me and I ignored them. A few months ago I was making major decisions and decided to give it a try. Wow, was that the right thing to do. Zach Swad has been amazing. He took the time to understand what we wanted and helped build a plan that allowed us to achieve our goals. After that he helped us find a partner organization that could help us manage our finances. Making that call was a very good decision!

    More reviews (3)

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Tuesday :8:30AM–5PM
    • Wednesday :8:30AM–5PM
    • Thursday :8:30AM–5PM
    • Friday :8:30AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :8:30AM–5PM
    click

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    FAQs

    • 1. How to Contact Charles Schwab?

      Dial +1 707-569-7801. You can fill in contact form for further negotiation.

    • 3. What Services Does Charles Schwab Offer?

      Charles Schwab provides services as follows:College savings-related financial consultingCorporate finance consultingEstate planningFinancial planningGeneral investment consultingClick here to find more details from Charles Schwab.

    • 5. Does Charles Schwab Register as an Agency or a Lender?

      Charles Schwab is a Financial consultant which will accept all kinds of loans. Besides, you can try WeLoans which can connect you with the best lenders for your reference.

    • 2. Where Can I Find out Charles Schwab?

      200 4th St Suite #100, Santa Rosa, CA 95401, United States is the address of Charles Schwab. You can find more similar loan stores here.

    • 4. How to Get a Loan at Charles Schwab?

      You can follow on their website at any time you need loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to talk with your lender for negotiation before you commit a breach of contract if you can't clear the debt.

    • 7. Does Charles Schwab Accept People with Low Credit Scores?

      Sure, please contact them for more details before you move forward.