Best Financial Advisors in Deschutes County, OR

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Deschutes County, OR Fiduciary Financial Advisors

SEC File# 801-67640
CRD# 143323
Location 780 NW York Dr Suite 105, Bend, OR 97703, USA
Phone (541) 317-1617
Directions
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Wells Financial Consulting Group, D.A. Davidson & Co.
Location 360 SW Bond St Suite 300, Bend, OR 97702, USA
Phone (541) 312-5815
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Axia Wealth Management, Inc.
Location 747 SW Mill View Way, Bend, OR 97702, USA
Phone (541) 647-1500
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D.A. Davidson & Co.
5 out of 5
Location 360 SW Bond St #300, Bend, OR 97702, USA
Phone (541) 330-8964
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Edward Jones - Financial Advisor: Michael J Bishop, AAMS™
5 out of 5
Location 1020 SW Indian Ave Suite 103, Redmond, OR 97756, USA
Phone (541) 923-8848
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Miller Ferrari Wealth Management
Location 333 SW Upper Terrace Dr, Bend, OR 97702, USA
Phone (541) 639-8055
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JDJ Financial Group
Location 300 SE Reed Market Rd Suite 103, Bend, OR 97702, USA
Phone (855) 333-4821
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RBC Wealth Management Branch - Bend
4 out of 5
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 385-5026
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Robert Hakala - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6509
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ASI Wealth Management
SEC File# 801-55026
CRD# 108138
Location 15 SW Colorado Ave #280, Bend, OR 97702, USA
Phone (800) 377-1449
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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John-Paul Daly - Financial Advisor, Ameriprise Financial Services, LLC
Location 698 NW York Dr Ste 100, Bend, OR 97703, USA
Phone (503) 360-9310
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Sherpa Wealth Strategies, LLC
4 out of 5
Location 444 NE Norton Ave #101, Bend, OR 97701, USA
Phone (541) 633-7728
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George Riemer - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6526
Directions
Financial Advisors in Deschutes County, OR

Where Certified Financial Advisors in Deschutes County, OR Serve

Deschutes County, OR is a stunning region nestled in the heart of the Pacific Northwest, boasting an array of landmarks that will take your breath away. From the towering peaks of the Cascade Mountains to the sparkling waters of the Deschutes River, this area is a nature lover's paradise. The county is home to a diverse range of neighborhoods, each with its own unique character and charm. Some of the top employers in the area include St. Charles Health System, Les Schwab Tire Centers, and Bend Memorial Clinic. Major highways and streets that run through the county include Highway 97, Highway 20, and Franklin Avenue. Whether you're looking to explore the great outdoors or settle down in a thriving community, Deschutes County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Deschutes County, OR are serviced by banks in a variety of ways. One of the most common ways is through personal checking and savings accounts, where individuals can deposit and withdraw money as needed. Another popular service is mortgage and loan options for those looking to purchase a home or make a large investment. Additionally, many banks in Deschutes County offer online and mobile banking options, making it easy for residents to manage their finances from anywhere. One unique aspect of banking in Deschutes County is the emphasis on outdoor recreation, with many banks offering special accounts and perks for those who enjoy activities like hiking, skiing, and fishing. Overall, banks in Deschutes County strive to provide personalized and convenient services to meet the unique needs of their customers.

Insurance Broker

Residents of Deschutes County, OR can benefit greatly from the services of an insurance broker. With the county's growing population and diverse economy, an insurance broker can help individuals and businesses navigate the complex world of insurance. For example, Deschutes County is known for its outdoor recreation, including skiing, hiking, and rafting. An insurance broker can help residents find the right coverage for their outdoor activities, such as liability insurance for a rafting business or personal injury coverage for a hiker. Additionally, with the county's strong tourism industry, an insurance broker can assist local businesses in finding the right insurance coverage to protect against potential lawsuits or other risks. Overall, an insurance broker can provide valuable expertise and guidance to residents of Deschutes County, helping them find the right coverage to protect their assets and livelihoods.

Retirement Planning

Residents of Deschutes County, OR can benefit greatly from the services of a retirement planner. With a growing population of retirees and a high cost of living, it can be challenging to navigate the complexities of retirement planning. A retirement planner can help residents of Deschutes County, OR by creating a customized plan that takes into account their unique financial situation and goals. They can provide guidance on investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents of Deschutes County, OR navigate the local real estate market and ensure that they are making informed decisions about their retirement home. Overall, a retirement planner can provide peace of mind and help residents of Deschutes County, OR achieve their retirement goals.

Wealth Management

Residents of Deschutes County, OR could benefit from the services of a wealth manager in a variety of ways. One area where a wealth manager could be particularly helpful is in managing retirement savings. With the cost of living in Deschutes County being higher than the national average, many residents may find it challenging to save enough money for retirement. A wealth manager can help individuals create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can offer guidance on investment strategies and help residents navigate the complexities of tax laws and estate planning. Overall, a wealth manager can provide valuable support to residents of Deschutes County who want to make the most of their financial resources and plan for a secure future.

Mortgage Loan Officer

Residents of Deschutes County, OR can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure a mortgage loan to purchase their dream home. With the real estate market in Deschutes County booming, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be particularly challenging for first-time homebuyers. They can also help residents refinance their existing mortgage to take advantage of lower interest rates, which can result in significant savings over time. Additionally, a mortgage loan officer can provide guidance on the specific housing market conditions in Deschutes County, which is known for its stunning natural beauty and outdoor recreational opportunities, and help residents find a home that fits their unique needs and budget.

Tax Services

Residents of Deschutes County, OR can benefit greatly from the assistance of a tax advisor. With the county's growing population and booming economy, there are many opportunities for individuals and businesses to maximize their tax savings. A tax advisor can help residents navigate the complex tax laws and regulations specific to Oregon and Deschutes County, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the recent changes to federal tax laws, a tax advisor can provide valuable guidance on how to adjust financial strategies to minimize tax liability. By working with a tax advisor, residents of Deschutes County can feel confident that they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Deschutes County, OR can benefit greatly from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help is by ensuring that a resident's assets are distributed according to their wishes after they pass away. This is especially important in Deschutes County, which has a high population of retirees and second homeowners. An estate planning lawyer can help residents create wills, trusts, and other legal documents that clearly outline their wishes and ensure that their loved ones are taken care of. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize the tax burden on their estates. Overall, an estate planning lawyer can provide peace of mind and ensure that a resident's legacy is protected.

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