Best Financial Advisors in Bend, OR

We did the hard work of finding trustworthy partners in Bend, OR. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Bend, OR Fiduciary Financial Advisors

Rosell Wealth Management
Location 550 NW Franklin Ave, Bend, OR 97701, USA
Phone (541) 385-8831
ASI Wealth Management
Location 15 SW Colorado Ave #280, Bend, OR 97702, USA
Phone (800) 377-1449
LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 50 SW Bond St # 101, Bend, OR 97702, USA
Phone (541) 382-9212
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 1:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Chris Carlberg
SEC File# 801-3297
CRD# 250
Location 1345 NW Wall St Suite 300, Bend, OR 97703, USA
Phone (541) 389-4363
R C Mench - RBC Wealth Management Financial Advisor
Location Columbia Bank Building, 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6521
Strassman & Associates Wealth Management
Location 15 SW Colorado Ave Suite 250, Bend, OR 97702, USA
Phone (541) 306-4570
Edward Jones - Financial Advisor: Aaron J Thompson
SEC File# 801-3297
CRD# 250

5 out of 5

Location 62930 O. B. Riley Rd Suite 110 120, Bend, OR 97701, USA
Phone (541) 550-7150
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
G. Pollack Financial

5 out of 5

Location 250 NW Franklin Ave #401c, Bend, OR 97701, USA
Phone (541) 323-1008
Klein Investment Strategies
SEC File# 801-107913
CRD# 283824

5 out of 5

Location 400 SW Bluff Dr, Bend, OR 97702, USA
Phone (541) 639-3131
Time Monday: 9:00 AM – 3:30 PM Tuesday: 9:00 AM – 3:30 PM Wednesday: 9:00 AM – 3:30 PM Thursday: 9:00 AM – 3:30 PM Friday: 9:00 AM – 1:30 PM Saturday: Closed Sunday: Closed
COPIA Wealth Management
Location 790 SW Industrial Way #100, Bend, OR 97702, USA
Phone (541) 647-2545
Bob Reininger - Raymond James
Location 185 SW Shevlin Hixon Dr Ste 101, Bend, OR 97702, USA
Phone (541) 550-3293
Edward Jones - Financial Advisor: Kate E Gaughan, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 1345 NW Wall St Suite 300, Bend, OR 97703, USA
Phone (541) 389-4363
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Mark Greaney - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 404 SW Columbia St Ste 140A, Bend, OR 97702, USA
Phone (541) 382-2354
Ronnie Scheller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 404 SW Columbia St Ste 140A, Bend, OR 97702, USA
Phone (541) 382-2354
Peter Geiser - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 35 NW Hawthorne Ave # 2, Bend, OR 97701, USA
Phone (541) 389-0889
Ascent Capital
Location 2796 NW Clearwater Dr, Bend, OR 97703, USA
Phone (541) 382-4847
Financial Advisors | U.S. Bancorp Investments
Location 1025 NW Bond St, Bend, OR 97703, USA
Phone (541) 388-8742
Bend Financial Group
Location 400 SW Bluff Dr UNIT 101, Bend, OR 97702, USA
Phone (541) 306-4570
Financial Advisors | U.S. Bancorp Investments
Location 86 SW Century Dr, Bend, OR 97702, USA
Phone (541) 633-1202
John-Paul Daly - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 698 NW York Dr Ste 100, Bend, OR 97703, USA
Phone (503) 360-9310
Clay Trenz - Raymond James
Location 300 SW Columbia St Ste 204, Bend, OR 97702, USA
Phone (541) 323-4589
Bend Wealth Advisors
Location 2474 N W Wyeth Pl, Bend, OR 97703, USA
Phone (541) 306-4324
Edward Jones - Financial Advisor: Brian Quinn, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 3052 NW Merchant Way Suite 107, Bend, OR 97703, USA
Phone (541) 382-5700
Axia Wealth Management, Inc.
Location 747 SW Mill View Way, Bend, OR 97702, USA
Phone (541) 647-1500
Crosswaters Wealth Management
Location 300 SW Columbia St Suite #101, Bend, OR 97702, USA
Phone (541) 600-3971
Wade Westhoff - Raymond James
Location 255 SW Bluff Dr Ste 200, Bend, OR 97702, USA
Phone (541) 382-1656
George Riemer - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6526
Mackeson Advisory
SEC File# 801-71546
CRD# 151298
Location 777 SW Mill View Way Suite 200, Bend, OR 97702, USA
Phone (541) 323-6300
Paul Miller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 698 NW York Dr Ste 100, Bend, OR 97703, USA
Phone (503) 360-9310
Chris Chiampas - Northwestern Mutual
Location 550 NW Franklin Ave Ste 258, Bend, OR 97703, USA
Phone (541) 382-4028
Brooke Riemer - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6527
Edward Jones - Financial Advisor: Trent W Oki
SEC File# 801-3297
CRD# 250
Location 320 SW Upper Terrace Dr Suite 103, Bend, OR 97702, USA
Phone (541) 330-4096
Scott M. Nicol - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 385-5026
Northwind Financial LLC

5 out of 5

Location 2445 NE Division St #204, Bend, OR 97703, USA
Phone (541) 318-7871
Brett Ferguson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 698 NW York Dr Ste 100, Bend, OR 97703, USA
Phone (425) 228-1000
Curtis Faulkner - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6520
Linda Zivney - Raymond James
Location 25 NW Irving Ave, Bend, OR 97703, USA
Phone (541) 330-7590
Jeremy Vlach - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6510
Financial Advisors | U.S. Bancorp Investments
Location 550 NW Franklin Ave Suite 468, Bend, OR 97703, USA
Phone (541) 388-8707
Edward Jones - Financial Advisor: John A Morgan
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1247 NE Medical Center Dr #2, Bend, OR 97701, USA
Phone (541) 382-0853
Katahdin Financial Group
Location 1000 NW Wall St #201, Bend, OR 97703, USA
Phone (541) 668-6615
Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 780 NW York Dr Suite 105, Bend, OR 97703, USA
Phone (541) 317-1617
Wells Financial Consulting Group, D.A. Davidson & Co.
Location 360 SW Bond St Suite 300, Bend, OR 97702, USA
Phone (541) 312-5815
Edward Jones - Financial Advisor: Travis M Waiton, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 900 Northwest Mount Washington Drive Suite 115, Bend, OR 97703, USA
Phone (541) 389-6106
Edward Jones - Financial Advisor: Arlena C Young
SEC File# 801-3297
CRD# 250
Location 963 SW Simpson Ave Ste 100, Bend, OR 97702, USA
Phone (541) 678-5866
Brian S Fleck - RBC Wealth Management Financial Advisor

5 out of 5

Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6506
Axiom Wealth Strategies

5 out of 5

Location 243 SW Scalehouse Loop Ste 3B, Bend, OR 97702, USA
Phone (541) 389-7777
UBS Financial Services Inc.

3 out of 5

Location 600 SW Columbia St Suite 6200, Bend, OR 97702, USA
Phone (503) 603-6919
Image of Bend, OR
Image from Google Maps

About Bend, OR

Bend, Oregon is a city located in the high desert of the Pacific Northwest. The city is home to about 91,000 people and is the county seat of Deschutes County. Bend is known for its natural beauty, with its many parks, trails, and rivers. The city has also become a popular destination for outdoor enthusiasts, with skiing, mountain biking, and whitewater rafting all available nearby. Bend's top employers include the state government, St. Charles Medical Center, and Bend Research. The city's largest highway is U.S. Route 20, which runs east-west through the city. Some of Bend's most popular neighborhoods include Old Mill District, Pilot Butte Estates, and Awbrey Butte.

Where Certified Financial Advisors in Bend, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our economy and our society. They provide many valuable services to their customers, including checking and savings accounts, loans, mortgages, and more. In Bend, OR, there are several banks that offer these and other services to their customers. Some of the larger banks in Bend include Wells Fargo Bank, U.S. Bank, Banner Bank, Pacific Continental Bank, and Chase Bank. These banks offer a variety of products and services to meet the needs of their customers.

Insurance Broker

Residents of Bend, OR have a variety of insurance needs and can rely on insurance brokers to help them meet those needs. Brokers are knowledgeable about the different types of coverage available and can work with residents to find the right policies for their individual needs. They can also assist residents in filing claims and helping them to understand the terms of their policies.

Retirement Planning

Residents of Bend, OR can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the knowledge and experience to help people create a plan that will best suit their needs. They can also provide guidance on how to save for retirement, what types of investments are best for retirees, and more. Residents of Bend who are looking for help with retirement planning should consider working with a financial advisor.

Wealth Management

Bend, OR is a great place to live, with plenty of outdoor activities and a thriving economy. However, like any city, it has its share of financial concerns. That's where wealth management comes in. Wealth management can help you save money on taxes, invest your money wisely, and protect your assets. It can also help you plan for retirement and other long-term goals. If you're looking for peace of mind when it comes to your finances, talk to a wealth manager today.

Estate Planning Lawyer

Estate planning lawyers help Bend, OR residents create wills and trusts that dictate how their property will be distributed after they die. This can be a very important process, as it can ensure that your loved ones are taken care of after you're gone. There are a few things to keep in mind when creating an estate plan. First, make sure you designate someone to carry out your wishes - this is known as the executor. You'll also want to name guardians for any minor children, and specify who will get what property. It's important to have an estate plan in place, even if you don't think you have much property. Everyone should have an up-to-date will, and trusts are a good way to protect your assets if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Bend, OR can help residents by providing them with the best mortgage products available. By working with a loan officer, a resident can be sure that they are getting the best deal possible on their home mortgage. Loan officers can also help residents understand the complex process of obtaining a mortgage and guide them through every step of the process.

Tax Services

Residents of Bend, OR can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax return. Tax accountants can help residents find deductions and credits that they may not have otherwise been aware of, which can result in a larger refund or a lower tax bill. In addition, tax accountants can help residents stay organized and on top of their taxes throughout the year, which can save time and money in the long run.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bend, OR