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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Services | Wealth Management |
$100 - $300
Call to Book
|
Retirement Account Management |
$50 - $150
Call to Book
|
|
Tax Planning |
$150 - $400
Call to Book
|
|
Account Management | Account Opening Assistance |
$0 - $50
Call to Book
|
Account Liquidation Assistance |
$100 - $200
Call to Book
|
|
Beneficiary Services |
$100 - $200
Call to Book
|
|
Financial Consulting | Investment Advice |
$100 - $250
Call to Book
|
Portfolio Management |
$200 - $500
Call to Book
|
|
Retirement Planning |
$150 - $350
Call to Book
|
|
Customer Support | In-Person Consultations |
$0 - $50
Call to Book
|
Online Assistance |
$0 - $50
Call to Book
|
|
Phone Support |
$0 - $50
Call to Book
|
|
ATM Services | ATM Fee Refunds |
$0 - $50
Call to Book
|
Foreign ATM Usage |
$0 - $50
Call to Book
|
|
Money Withdrawal Transactions |
$0 - $10
Call to Book
|
Your Oklahoma City Charles Schwab local branch can help you link your strategies to your financial objectives with a broad spectrum of tools, such as brokerage accounts, investment products, retirement planning, and much more. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage services are provided by Charles Schwab & Co., Inc. (Schwab Brokerage), member SIPC. Deposit and lending products and services are provided by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. There are eligibility requirements to work with a dedicated Financial Consultant. Wealth management refers to the products and services available through The Charles Schwab Corporation’s operating subsidiaries. There are significant differences between them, including the type of advice and assistance given, the fees charged, and the parties' rights and obligations. It is crucial to comprehend these distinctions when selecting which products and/or services to utilize.
 
Schwab Bank's customers appreciate its excellent service and professional, helpful representatives. The reopening office signals the company's progressive feature. Schwab's no-fee, no-currency ATM banking services, and free transfers and deposits are extremely appealing. There are many positives to joining this financial institution.
 
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