Bend, OR

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Bend, OR
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Best Financial Advisors in Bend, OR

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Bend area.

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Cascade Financial Strategies

Cascade Financial Strategies

(23)
  • Retirement
  • Sponsor
  • Socially Responsible Investing
“If you're looking for a new advisor or are just not incredibly pleased with your current advisor, I strongly recommend you set an appointment with Neal.”
In Business Since 2012
243 SW Scalehouse Loop #1a, Bend, OR
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Living Earth Investments

Living Earth Investments

(20)
  • Environmentally Conscious
  • Values
  • Market
“He continues to provide sound advice that helps us secure our financial future while staying true to our values and commitment to sustainable investing.”
In Business Since 2008
19698 Poplar St, Bend, OR
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Axiom Wealth Strategies

Axiom Wealth Strategies

(15)
Investment Planning, Financial Planning, Estate Planning
“Neal Richards has been our financial advisor for three years, originally through the offices of Cascade Financial Strategies, most recently in his office at Axiom Wealth Strategies.”
In Business Since 2021
243 SW Scalehouse Loop # 3B, Bend, OR
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Fowler & Co.

Fowler & Co.

(1)
Business, Personal, Payroll
“You can trust that your tax matters with be handled with incredible attention to detail and care if you ever choose to have them assist you with you tax matters!”
Transparent Fees & Pricing
In Business Since 2017
Free Initial Consultation
550 SW Industrial Way Suite 201, Bend, OR
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Kalyx Capital Management

Kalyx Capital Management

(10)
  • Options
  • Adviser
  • Portfolio
“I know them on a personal and professional basis and I recommend their services to anyone who is looking for an adviser who pays attention to detail and genuinely cares about you and your financial well being.”
In Business Since 2016
19785 Village Office Ct, Bend, OR
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Jones & Roth Cpas & Business Advisors

Jones & Roth Cpas & Business Advisors

(1)
“Thank you Brian, and thank you Tom!”
Accepts All Major Credit Cards
In Business Since 2006
Family Business
300 SW Columbia St, Bend, OR
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Northwind Financial

Northwind Financial

(2)
“I was ripped off pretty badly by a financial planner in the far distant past so I was not planning on using one again until I realized how bad I was at managing everything.”
In Business Since 2007
2445 NE Division St #204, Bend, OR
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Equilus Capital Partners

Equilus Capital Partners

(1)
“Mike's integrity and knowledge of the industry instills a lot of trust.”
In Business Since 2018
2754 NW Crossing Dr Ste 206, Bend, OR
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Strategic Wealth Management

Strategic Wealth Management

(1)
Retirement Planning, Defined Benefit, Cash Balance
“The communication is impeccable and attention to detail qualifying the financial needs of the customer is fantastic.”
Licensed
In Business Since 2010
Accepts All Major Credit Cards
365 NE Greenwood Ave Suite #4, Bend, OR
Featured

Welcome to Bend! It's 2024, the pandemic is moving into history and we are looking forward to a beautiful spring and summer to follow! We would love to hear from you or your friends if anyone has financial questions or concerns that they would like to have Professional advice about. We love our clients and look forward to getting to meet someone you know! Kind regards, David :)...

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Raymond James: Kettering Investment Strategies

Raymond James: Kettering Investment Strategies

(1)
“My husband and I have been investing with Matt Kettering for years and couldn't be happier with his attention to detail, communication skills, and professional advice.”
In Business Since 2013
63015 Layton Ave, Bend, OR
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Klein Investment Strategies

Klein Investment Strategies

“Klein Investment Strategies is a full-scale financial investment services company located in Bend, Oregon.  We offer objective guidance based upon comprehensive research and personalized investment strategies that help our clients pursue their fin...”
In Business Since 2015
50 NW Franklin Ave Suite 270, Bend, OR
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Paltzer Wealth Management

Paltzer Wealth Management

“At Paltzer Wealth Management, our mission is to help you reach your financial goals. We do this by working side-by-side with you, listening to your aspirations and priorities, and using our knowledge and experience to create a personalized financial ...”
Licensed
In Business Since 2009
404 SW Columbia St, Bend, OR
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Zivney Financial Group

Zivney Financial Group

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
25 NW Irving Ave, Bend, OR
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Northwest Quadrant Wealth Management

Northwest Quadrant Wealth Management

(3)
“If you are looking for a team that will help you meet your goals, you really should call Northwest Quadrant Wealth Management and see how they can help you.”
In Business Since 2011
650 SW Bond St Ste 250, Bend, OR
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Thalassa Capital

Thalassa Capital

“The LOS ANGELS BUSINESS JOURNAL has recently quoted our Chief Investment Officer, Davide...”
In Business Since 2007
320 SW Century Dr, Bend, OR
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The Financial Lab

The Financial Lab

Tax Services, Services For Individuals, Business Services
“If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates.”
Transparent Fees & Pricing
In Business Since 2004
2498 NW Drouillard Ave, Bend, OR
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Victoria Malendoski, Nmls 234911, Primelending

Victoria Malendoski, Nmls 234911, Primelending

(5)
  • House
“I am so thankful that I found Victoria and I would recommend her to anyone looking for a solid lender that will go above and beyond to take care of them and their lending needs!”
404 SW Columbia St #110, Bend, OR
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Andrew Hunzicker, CPA

Andrew Hunzicker, CPA

“That understands the detail behind the financial statements while maintaining a high level understanding of business and strategy. He thoroughly understands all components of the capital structure. He is able to complete and assist with diligence, wh...”
Free Initial Consultation
In Business Since 2016
1132 NW Newport Ave Ste 200, Bend, OR
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Mackeson Advisory

Mackeson Advisory

Financial Planning, Investment Strategy
In Business Since 2017
777 SW Mill View Way Suite 200, Bend, OR
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LPL Financial

LPL Financial

(1)
“Got some good advice and opinions on our investing.”
50 SW Bond St # 101, Bend, OR
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Trailhead Asset Mediation

Trailhead Asset Mediation

“A Certified Divorce Financial Analyst® is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce and other disputes. Combined with mediation, this is a powerful way to come to a durable agreement...”
In Business Since 2022
1735 SW Chandler Ave #3, Bend, OR
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JDJ Financial Group

JDJ Financial Group

“Before we meet, we ask you to spend a little time reflecting on what's truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.”
In Business Since 2019
300 SE Reed Market Rd Suite 103, Bend, OR
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Eagle Wealth Management

Eagle Wealth Management

“The truth is, most of our clients aren't interested in watching these videos because they KNOW their plan is working and they are going to be okay. The daily market swings don't seem to matter anymore once we've created your comprehensive financial p...”
In Business Since 2009
35 NW Hawthorne Ave, Bend, OR
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Capstone Wealth Management

Capstone Wealth Management

“Whether you have inherited wealth, are in the accumulation stage, or a successful business owner who wants to ensure the preservation of wealth for future generations, you can trust Capstone Wealth Management Group, LLC for your needs. Call today to ...”
Accepts All Major Credit Cards
In Business Since 2007
404 SW Columbia St #230, Bend, OR
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Retirement Planning and Investment Management Services in Bend, OR Cost Estimates

Minimum cost
$1163
Maximum cost
$9885
National Average
$3489
Avg Per Hour Rates
$349
$2326
$6397
Average price range is based on 257 cost profiles
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Average Cost $3489
Minimum cost $1163
Maximum cost $9885
Avg Per Hour Rates $349

Average range $2326 to $6397 is based on 257 cost profiles.

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Wealth Management Advisors near Bend

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