Financial Advising in Bend, OR
4 locations found near Bend
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Financial Advising
Financial Advising
“Linda was awesome to work with. She moved quickly, efficiently, and accurately. She provided financial education as needed to help us make our financing decisions. We strongly recommend working with her on your home financing.”
7:00 AM - 3:30 PM
600 SW Columbia St Suite 6200, Bend
Financial Advising
“Excellent information, planning and suggestions for young and old. Everyone can begin their nest egg for retirement or other investments and now is the best time. Tomorrow never seems to come for doing this most important life-time need. I appreciate all of the staff and advisors very much and have found them to be well on-top of things, current and keep me well informed. Do make an appointment as my late husband and I did and found them informative, but left the decisions and time-frame up to me. No high pressure "do it now, or you'll be sorry" tactics have I ever experienced and appreciate that very much. Jim and Camille, Bend, OR have been extraordinary in all areas and when I leave a message they are back to me quickly.”
9:00 AM - 5:00 PM
705 SW Bonnett Way Ste 1200, Bend
Financial Advising
“I couldn't be more pleased with the performance of our accounts and our representative, Paul Walton. He is a consummate professional. He takes the time to get to know you and your goals before making any recommendations. I would unequivocally recommend him to anyone.”
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“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.”