Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bend, OR area, Renata Garbowski will take the time to understand you and your goals, as well as those changing... Read More about Renata Garbowski - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bend, OR area, Ronnie Scheller will take the time to understand you and your goals, as well as those changing... Read More about Ronnie Scheller - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bend, OR area, Brett Ferguson will take the time to understand you and your goals, as well as those changing... Read More about Brett Ferguson - Private Wealth Advisor, Ameriprise Financial Services, LLC

At PacWest Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bend, OR area to... Read More about PacWest Wealth Partners - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bend, OR area, Travis Van Dyke will take the time to understand you and your goals, as well as those... Read More about Travis Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC

At Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bend, OR area to... Read More about Heritage Wealth Advisors - Ameriprise Financial Services, LLC

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Bend, OR live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

<p class="xmsonormal">Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care. Multi-generational wealth management: Our team specializes in helping families manage and preserve... Read More about Mercer Advisors - Bend - Downtown

As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies.... Read More about Donald "DJ" Kerr III, CFP®, Financial Advisor | RJFS, Inc. | OnPoint

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Paul Leapaldt is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bend, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Paul Leapaldt - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rob Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bend, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Rob Burns - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Andres-Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bend, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Matthew Andres-Burns - Thrivent

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Deschutes Investment Consulting brings over 25 years of fiduciary financial guidance to Bend and Central Oregon. As a locally owned, independent firm, we specialize in comprehensive wealth management, retirement planning, and investment consulting for individuals, families, and business owners. Our team of Certified Financial Planner™ professionals and investment advisors provides objective, fee-based advice designed to help you retire with confidence.... Read More about Deschutes Investment Consulting Bend

Exemplar Wealth Advisors is boutique financial planning firm based in Bend, Oregon, with a passion for guiding people who’ve worked hard, built something meaningful, and are ready to make their next chapter truly count. We work with business owners to simplify business sale planning, create efficient tax planning strategies, and guide them through life after the sale. As Exit Planning... Read More about Exemplar Wealth Advisors

We're proud to serve individuals and families throughout Central Oregon with personalized, comprehensive wealth management built around your life, not just your investments. Whether you're preparing for retirement, navigating a major life transition, planning your legacy, or simply looking for a trusted financial partner, you'll find a team that takes the time to listen first, understand your goals, and help... Read More about Mercer Advisors - Bend

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rob Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bend, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Rob Burns - Thrivent