Financial Advising in Bend, OR

11 locations found near Bend

“Thanks to Linda we were able to shore up some tangled details on property. Linda was instrumental on figuring out all the details and paperwork on the property that was needed, she was able to get us to the right individuals at Deschutes county title to get everything recorded, what an awesome job.”

4.6 Superb38 Reviews

“Aaron Thompson has been a competent and responsive financial advisor to us for years. Originally, we were unsure of how to manage our accounts after retiring. Aaron helped us navigate our roll overs and has always taken the time to make sure we are well informed about our investment options while developing a productive portfolio tailored to our needs. We have true peace of mind knowing he's watching out for us and highly recommend both Aaron Thompson and Edward Jones.”

5 Superb4 Reviews

“Travis has the best follow-through of any broker I have ever worked with. His attention to detail and his ability to explain the greater picture is excellent. I feel like I have found someone who is really taking great care with my financial future. Excellent customer service and very responsive to concerns.”

5 Superb2 Reviews

“Ryan is so knowledgeable in his field and I trust him completely. We appreciate his advice and would recommend him to anyone. He keeps us informed to what is going on in the market.”

5 Superb2 Reviews

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