New Charles Schwab Independent Branch Opens In Bozeman, MT
Bozeman Independent Branch now fully available for virtual investing help and guidance
Charles Schwab, one of the largest full-service investment services firms in the country, has opened a new independent branch in Bozeman, MT that provides investors with local access to a range of investing, wealth management and personal finance guidance, products and services.
As a result of COVID-19 and Schwab’s commitment to the health and well-being of its representatives, personnel, clients and the community, the Bozeman branch is temporarily closed to public access, but the branch is fully available to support clients virtually during this period of economic and stock market volatility and uncertainty. Clients and non-clients can contact the branch directly at 406-219-0836.
The Bozeman branch is led by Schwab Independent Branch Leader Erin A. Yost, a financial services professional with more than 20 years of industry experience. Prior to joining Schwab’s independent branch network, Erin was a Financial Advisor at D.A. Davidson.
“Given the current environment, people have a lot of questions about how to approach their finances and investments, so it’s more important than ever to make help and guidance accessible in Bozeman,” said Yost. “Although we are temporarily not able to meet with clients in-person, we remain focused on Schwab’s commitment to be an advocate for the individual investor and provide them with the help and resources they need.”
Erin is a fifth-generation Montanan who attended the University of Montana where she earned a degree in Business Administration. She holds the CERTIFIED FINANCIAL PLANNER ® designation as well as the Certified Wealth Strategist designation. Erin is an active member in the Bozeman community and is a supporter of the Bozeman Area Community Foundation, Business Professional Women as well as the Prospera Business Network.
The new Bozeman location, located at 610 Boardwalk, Ste 104, is part of a larger franchising initiative Schwab announced in early 2011. Schwab’s decision to begin opening franchise branches, in addition to its more than 300 existing company-managed branches, is grounded in a commitment to make financial advice and planning more accessible in local communities across the country. Schwab’s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience.
Schwab is actively monitoring information and guidance provided by local, state and federal CDC officials and will communicate updates or changes to in-person branch access as quickly as possible.
In the meantime, in addition to contacting the Bozeman branch directly for virtual assistance, Schwab clients can also engage with the firm through it’s website at www.schwab.com, online chat, and the Schwab mobile app.
Once the Bozeman branch reopens to public access, Erin expects to hold a range of complimentary educational investing workshops, which are available to Schwab clients as well as the general public.
Bozeman Branch Location and Contact Information
Charles Schwab – Bozeman Independent Branch
610 Boardwalk Ste 104
Bozeman, MT 59718
Schwab’s Bozeman branch will serve all communities in Gallatin County as well as Livingston, Big Timber and Butte, MT.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.comand www.aboutschwab.com.
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