Charles Schwab

  • Financial
  • Financial Planning
215 Washington St
Suite 1B
Traverse City, MI 49684
(231) 421-6717
(800) 435-4000
(231) 929-3117 (fax)
Hours:
Monday - Friday 9:00 a.m. - 5:00 p.m.
Saturday Closed
Sunday Closed

About Us

At our Traverse City Independent Branch, you'll find friendly, personalized help from an experienced team. Plus, you'll have access to expertise, specialists, and insights to help you reach your own read more
  • About

    At our Traverse City Independent Branch, you'll find friendly, personalized help from an experienced team. Plus, you'll have access to expertise, specialists, and insights to help you reach your own specific goals.

    As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.

    We offer:
    Wealth management
    Investment advice
    Retirement planning
    Portfolio management

  • Media

  • Whom to Contact

    • Dan McNamara
      Branch Leader & Financial Consultant
      Phone: (231) 421-6717
  • Directions

    215 Washington Street, Suite 1B On the corner of Washington & Cass Rd