Best Financial Advisors in Deschutes County, OR

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Deschutes County, OR Fiduciary Financial Advisors

ASI Wealth Management
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
Wells Financial Consulting Group, D.A. Davidson & Co.
Location 360 SW Bond St Suite 300, Bend, OR 97702, USA
Phone (541) 312-5815
D.A. Davidson & Co.

5 out of 5

Location 360 SW Bond St #300, Bend, OR 97702, USA
Phone (541) 330-8964
Edward Jones - Financial Advisor: Michael J Bishop, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1020 SW Indian Ave Suite 103, Redmond, OR 97756, USA
Phone (541) 923-8848
Axia Wealth Management, Inc.
Location 747 SW Mill View Way, Bend, OR 97702, USA
Phone (541) 647-1500
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
Sherpa Wealth Strategies, LLC

4 out of 5

Location 444 NE Norton Ave #101, Bend, OR 97701, USA
Phone (541) 633-7728
Miller Ferrari Wealth Management
Location 333 SW Upper Terrace Dr, Bend, OR 97702, USA
Phone (541) 639-8055
JDJ Financial Group
Location 300 SE Reed Market Rd Suite 103, Bend, OR 97702, USA
Phone (855) 333-4821
RBC Wealth Management Branch - Bend

4 out of 5

Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 385-5026
Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 780 NW York Dr Suite 105, Bend, OR 97703, USA
Phone (541) 317-1617
Robert Hakala - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6509
George Riemer - RBC Wealth Management Financial Advisor
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6526
Image of Deschutes County, OR

About Deschutes County, OR

Deschutes County is located in the central part of Oregon and is the second largest county in the state. The county seat is Bend, which is also the largest city in the county. Other major cities include Redmond and Sisters. The Deschutes National Forest covers a large portion of the county and provides plenty of recreational opportunities, including hiking, fishing, and camping. The Cascade Mountain Range runs through the county, providing some beautiful scenery. The top employer in Deschutes County is Intel, followed by St. Charles Medical Center and Bend Memorial Clinic. Major highways and streets include U.S. Route 20, Oregon Route 126, and Oregon Route 22. Some of the neighborhoods in Deschutes County include Bend, Redmond, Sunriver, Sisters, and La Pine.

Where Certified Financial Advisors in Deschutes County, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Deschutes County, OR residents have a number of services that banks can provide them. These include, but are not limited to: -Checking and savings accounts -Loans for cars, homes, and businesses -Credit cards -Debit cards -Online banking Banks offer a number of other services as well, such as wealth management, insurance products, and investment advice. They also offer 24/7 customer support so that you can access your money whenever you need it.

Insurance Broker

Deschutes County, OR residents can rely on insurance brokers to help them find the best coverage for their needs. Brokers are knowledgeable about the different types of coverage available and can help residents select the policy that is right for them. In addition, brokers can assist with claims and provide other support services.

Retirement Planning

Deschutes County, OR residents have a lot of options when it comes to retirement planning. There are many financial advisors who can help them choose the right plan for their needs. However, not all advisors are created equal. Here are some tips for choosing a good one.

Wealth Management

Deschutes County, Oregon is a beautiful place to live. With its majestic mountains, rushing rivers and pristine forests, it's easy to see why people love calling it home. But living in such a desirable area doesn't come without its challenges. One of the biggest concerns for residents is how to manage their finances and save for the future. That's where wealth management comes in. A good wealth management firm can help residents make the most of their money by creating a personalized plan that takes into account their unique needs and goals. A well-crafted wealth management plan can help Deschutes County residents achieve their financial dreams while still enjoying all that this wonderful area has to offer.

Estate Planning Lawyer

Deschutes County, OR residents can work with estate planning lawyers to create wills and trusts that will help them protect their assets and provide for their loved ones. Lawyers can also help residents set up powers of attorney and medical directives, which will help ensure that their wishes are carried out in the event of incapacity.

Mortgage Loan Officer

Mortgage loan officers can help Deschutes County, OR residents in a number of ways. First, they can work with homeowners to find the best possible mortgage products for their needs. Second, they can provide advice on how to get the best rates and terms for a mortgage. And third, they can assist homeowners in the application process and ensure that all paperwork is in order. In short, mortgage loan officers are an important resource for anyone looking to buy or refinance a home in Deschutes County.

Tax Services

Tax accountants can help Deschutes County, OR residents by preparing and filing their tax returns. They can also help residents save money on their taxes by claiming all of the deductions and credits they are eligible for. Tax accountants can also advise residents on how to plan for their taxes throughout the year, so they can minimize their tax liability.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Deschutes County, OR