A relationship you can trust, close to home.

Schwab Branch, Boca Raton

150 E. Palmetto Pk. Rd., Suite #100
Boca Raton, FL 33432

Hours today:8:30 a.m. - 5:00 p.m.

Branch phone:561-416-4970

For support 24/7:800-435-4000

Check deposits accepted until 5:00 p.m.

Cash deposits, money orders and traveler's checks are not accepted.

It all starts when you walk into our branch.

Charles Schwab Boca Raton Location
Rob Schmidt

Rob Schmidt

VP - Branch Manager

At our Boca Raton 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:

A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

While there are eligibility requirements to work with a dedicated Financial Consultant, the team at your local branch is ready to help answer your questions and offer guidance and support.

While appointments are suggested, we are happy to assist you at any time during business hours.

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What to expect at an appointment

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Our Promise

  • Partnering

    You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms.

  • Advice

    We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable.

  • Choice

    We offer a broad range of investment options from leading asset managers across the industry, not just our own.

  • Transparency

    We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

  • Value

    We design our products and services with a goal of driving down costs, so investors have more money to invest.