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Bend / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Bend / Oregon / United States
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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.
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.
Bend / Oregon / United States
0.0
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.
Bend / Oregon / United States
0.0
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.
We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you " whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
The advisor listed is an Ameriprise financial advisor in Bend. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Bend / Oregon / United States
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In order to determine what investments may be suitable for a client, I need to accumulate important facts. These include age, income expectations and requirements, current assets and liabilities, income in and outside of any retirement plans, estate planning ideas, willingness to assume certain risks, investment experience and knowledge, the need for diversification, and other factors. I view my CPA background as a bonus for clients; and I use it often in assisting clients so that the right decisions are made to 1) maximize after tax income and 2) preserve and enhance the value of a person’s assets
Bend / Oregon / United States
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Ascent Capital Management is an independent investment advisory firm located in Bend Oregon. Our founding partners are successful CPAs and investment advisors. We can help you create a clear path to financial success by integrating innovative financial planning advice with thoughtful investment strategies and on-going advisory services. Our firm is distinguished by the extensive financial and investment expertise of our partners. Our advisory services include advice on complex financial matters such as: preparing for a successful retirement tax minimization alternatives concentrated stock strategies philanthropic guidance estate planning We invite you to see how we can improve your path to success.Call us today for a free consultation, you wont be disappointed.
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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.
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why we care and take the time to understand whats truly important to you. We can help you prepare for whatever life brings " both the expected and the unexpected " with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to us. Over time, well work together to help you achieve what matters most. Let us help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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.
Bend / Oregon / United States
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Zivney Financial Group LLC is an independent firm in Bend, OR. Some services we offer include retirement planning, wealth management planning, strategic asset management, estate planning, financial planning, employee benefits, and education funding. Call us today!
Bend / Oregon / United States
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A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.
Bend / Oregon / United States
0.0
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.
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.
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.