What Are Some Services Offered by Charles Schwab?


Quick Answer

The main services offered by Charles Schwab are trading, banking, wealth management, and investing. Supplementary services offered by the brokerage company include education, research, lending, and financial consultations. The company also offers various financial products such as stocks, mutual funds, life insurance, Exchange-Traded Funds, and annuities.

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Full Answer

As of 2015, Charles Schwab has more than 300 offices in the U.S., a branch in London and another in Puerto Rico. The company employs experts in a variety of fields who provide professional financial advice. Some popular financial issues covered by its team of consultants include the risks and benefits of a range of investment vehicles, how to invest, when to invest, the best means of saving for college or retirement, insurance basics, and understanding Individual Retirement Accounts.

The brokerage company also offers free investing workshops to clients that discuss different financial topics ranging from financial essentials to complex trading ideas. This service is offered online and at many of its local branches. Its wealth management services include portfolio monitoring, loss and profits reports, and recommendation for an improved business performance. The company was incorporated in April 1973 and, as of 2015, its total client assets amount to $2.46 trillion with over 9.4 million active brokerage accounts.

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