Broker Check

About Charles Schwab

PlanVest Financial has selected Charles Schwab & Co., Inc. (“Schwab”), as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to extensive regulations intended to protect assets held in brokerage accounts maintained at Schwab.

By using Schwab as primary custodian, PlanVest Financial has access to a wide range of investment choices and services that help us serve our clients, including:

  • Full range of alternative investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

These are all key components that provide a strong foundation for PlanVest Financial to focus on what really matters – our clients and their families.