Leveraging innovation from industry partners.
Charles Schwab & Co., Inc. STRIDE Financial has selected Charles Schwab & Co., Inc. 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.STRIDE Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction. Retirement Income Source STRIDE Financial is an affiliate member of The Retirement Income Source, a national network of Income Specialists with the common goal of helping retirees and pre-retirees reduce their exposure to stock market risk, so they can use their retirement savings to establish ongoing streams of income for retirement. Learn more at www.theretirementincomesource.com. National Social Security Association (NSSA) Our advisors are certified with the National Social Security Association (NSSA). The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning education and training. Professional advisors who earn the NSSA® Certificate benefit society by helping individuals and couples improve their financial security during retirement through maximization of their Social Security benefits.