The Bend, OR, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More

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

<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

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

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

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

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

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

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

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.

Cascade Financial Strategies, LLC delivers personalized financial guidance for clients searching for a reliable financial advisor Bend OR with a fiduciary and planning-driven philosophy. As an independent fee-only financial advisor Bend Oregon, the firm offers transparent advice without commissions, helping clients make informed decisions with confidence. Their services include retirement planning Bend Oregon, <a href="https://www.cascadefs.com/">investment management Bend OR</a>, and comprehensive... Read More

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.