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Financial Services Giant Retains Broomfield-Based Quist Valuation for National Program

Charles Schwab & Co, one of the nation's largest brokerage houses, has retained the services of Quist Valuation, a leading national business valuation firm based in Broomfield, CO.

In January of this year, Schwab launched the Schwab Advisor Transition Support program (www.schwabtransitions.com) in order to help Registered Investment Advisors buy and sell advisory practices. Now Schwab is ramping up for the second year of the program and the company recently announced the addition of Quist Valuation as the latest of several ancillary services to assist with transition planning.