555 Quince Orchard Road
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:
These are all key components that provide a strong foundation for PlanVest Financial to focus on what really matters – our clients and their families.
Schwab safeguards client accounts through advanced technologies, business practices, and oversight.
Receive monthly statements on your investment performance through your online portal or delivered to your home.
Our wide selection of investment options provides you with the right choices to build a diversified portfolio and reach your goals.