Charles Schwab, a leading brokerage and wealth management firm, is opening a new branch in Bend, expanding in-person access to financial services for Central Oregon clients.
Schwab is committed to meeting clients where they are, both online and in person. Located right downtown at 744 NW Bond St., Suite A, the Bend branch gives residents the opportunity to sit down with a trusted, local financial professional for support with investing, retirement planning, major life purchases, and more. The new location will be led by Branch Manager Chaz Egbert and supported by a team of four financial professionals, with plans to expand the team as the market grows.
The Bend opening comes as Schwab continues to invest in high-growth markets across the U.S., with branches planned for Slabtown and Lake Oswego in 2026. Bend’s fast-growing population, rising concentration of high-net-worth households and retirees have created strong demand for comprehensive wealth management. Schwab’s new location will offer personalized financial guidance – including estate and tax-planning support, which is particularly valuable given Oregon’s $1 million state estate tax exemption.
