Charles Schwab & Co., Inc. is a full-service financial services company, offering investment guidance, trading and brokerage services, and a full range of investment and financial products. Schwab is the nation’s largest on-line broker. You can visit Schwab’s website at www.schwab.com. Due to tremendous growth in its brokerage business, Schwab needed to expand its customer service operations. Under consideration were Orlando, Florida, where Schwab already had existing and available leased real estate and a plentiful labor supply, and Fishers, Indiana. EDGe provided extensive locational analyses on the two sites and planned, prepared and implemented the incentives procurement process. EDGe then presented an analysis of the incentive packages to Schwab. With the locational and incentives package analyses, Schwab made its locational decision. The company decided on Fishers because of the effort and significant incentives package put forth from the Town of Fishers and the State of Indiana. The following is a quote from Mike Trotter, Vice President of Operations, Charles Schwab & Co., Inc. "We received a significant incentive package-it was our company’s first one. EDGe played a critical role in the process. They also saved me and my staff a considerable amount of time through the strategies they helped us develop, their knowledge of the programs, their relationships with public officials, and their attention to detail." Mike Trotter Vice President of Operations Charles Schwab & Co., Inc. The total approximate value: $5.3 million. CLICK HERE TO SEE ADDITIONAL CASE STUDIES