Retirement Planning in Bend, OR

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List of Firms

Top Retirement Planners in Bend, OR

Rosell Wealth Management
Location 550 NW Franklin Ave, Bend, OR 97701, USA
Phone (541) 385-8831
Northwestern Mutual - Jared Dairy
1 out of 5
Location 550 NW Franklin Ave Ste 258, Bend, OR 97703, USA
Phone (541) 389-7878
Ascent Capital
SEC File# 801-63211
CRD# 131423
Location 2796 NW Clearwater Dr, Bend, OR 97703, USA
Phone (541) 382-4847
Eagle Wealth Management
SEC File# 801-112049
CRD# 290675
Location 35 NW Hawthorne Ave, Bend, OR 97703, USA
Phone (541) 330-0220
SEC File# 801-67640
CRD# 143323
Location 780 NW York Dr Suite 105, Bend, OR 97703, USA
Phone (541) 317-1617
Mark Reifschneider - Raymond James
Location 1001 SW Disk Dr Ste 104, Bend, OR 97702, USA
Phone (541) 640-4547
Blue Anchor Wealth Advisors
Location 790 SW Industrial Way Suite 201, Bend, OR 97702, USA
Phone (541) 508-7338
Mariah Hurlburt, Eagle Strategies LLC
Location 17 NW Hawthorne Ave # 1, Bend, OR 97701, USA
Phone (971) 808-2185
The Vlach Wealth Management Group
Location 1133 NW Wall St Building 2, Bend, OR 97703, USA
Phone (541) 312-6510
Ronnie Scheller - Financial Advisor, Ameriprise Financial Services, LLC
Location 404 SW Columbia St Ste 140A, Bend, OR 97702, USA
Phone (541) 382-2354
Katahdin Financial Group
Location 1000 NW Wall St #201, Bend, OR 97703, USA
Phone (541) 668-6615
Jim Mead, CFP, CIMA, CEPA - UBS Financial Services Inc.
Location 600 Southwest Columbia Building 4 (Suite 6200), 2nd Floor, Bend, OR 97702, USA
Phone (541) 322-6132
Retirement Planning in Bend, OR

About Bend, OR for Those Planning to Retire

Bend, OR is a picturesque city nestled in the heart of the Pacific Northwest. This vibrant community boasts a plethora of landmarks, including the awe-inspiring Cascade Mountains, the sparkling Deschutes River, and the charming Old Mill District. As for top employers, Bend is home to a diverse array of businesses, from tech startups to healthcare providers. Some of the city's largest employers include St. Charles Health System, Les Schwab Tire Centers, and Bend-La Pine Schools. Navigating Bend is a breeze thanks to its well-maintained highways and streets. The city is easily accessible via US-97 and OR-126, while the bustling downtown area is centered around the iconic Wall Street and Bond Street. Bend is also home to a variety of unique neighborhoods, each with its own distinct character. From the trendy Westside to the historic Old Town, there's a neighborhood to suit every taste and lifestyle. Overall, Bend is a dynamic and exciting city that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bend, OR can benefit from a bank in numerous ways. One specific way is through home loans. Bend is a popular destination for retirees and outdoor enthusiasts alike, which has led to a booming real estate market. A bank can offer competitive interest rates and flexible payment options, making it easier for residents to purchase their dream home. In addition, banks can also provide financial education and resources to help residents manage their finances and plan for their future. With Bend's close proximity to popular outdoor attractions such as Mt. Bachelor and the Deschutes River, having a reliable and trustworthy bank to turn to for financial support can make all the difference in enjoying what the city has to offer.

Insurance Broker

Residents of Bend, OR can benefit from an insurance broker in a variety of ways. First, an insurance broker can help them navigate the intricacies of the healthcare system in Bend, which can be confusing and overwhelming. With so many different insurance plans available, it can be difficult to determine which one is best for their needs. An insurance broker can help them understand the different options and choose a plan that provides the coverage they need at a price they can afford. Additionally, Bend is known for its outdoor recreational opportunities, and an insurance broker can help residents find insurance policies that cover activities such as skiing, snowboarding, and mountain biking. These policies can provide peace of mind for residents who enjoy these activities, knowing that they are protected in case of an accident or injury. Overall, an insurance broker can provide valuable guidance and support to residents of Bend, helping them find the insurance coverage they need to protect themselves and their families.

Wealth Management

Residents of Bend, OR can benefit from the services of a wealth manager in numerous ways. Firstly, the wealth manager can help them to create a comprehensive financial plan that aligns with their short- and long-term goals. With the help of a wealth manager, residents can better understand how to invest their money, how to save for retirement, and how to manage their debt. Additionally, Bend, OR is known for its high cost of living, and a wealth manager can help residents navigate the financial challenges that come with living in an expensive city. For example, a wealth manager can help residents find ways to reduce their tax burden and manage their expenses more efficiently. Overall, a wealth manager can provide invaluable guidance and support to residents of Bend, OR who are looking to secure their financial future.

Financial Advisor

Residents of Bend, OR could benefit from the services of a financial advisor in a multitude of ways. One specific area that could be addressed is the unique housing market in Bend. With a growing population and limited housing inventory, many residents may struggle to navigate the complexities of buying or selling a home. A financial advisor could provide guidance on the best ways to approach real estate transactions, including how to secure financing and negotiate offers. Additionally, a financial advisor could help residents plan for the long-term financial implications of owning a home in Bend, such as property taxes and maintenance costs. With their expertise in financial planning, a financial advisor could help Bend residents make informed decisions and achieve their financial goals.

Mortgage Loan Officer

Residents of Bend, OR could benefit from the expertise of a mortgage loan officer in multiple ways. One of the most common ways is by assisting them in securing a mortgage loan to purchase a home in the city's booming real estate market. With its stunning natural surroundings, including nearby mountains and rivers, Bend has become a popular destination for those seeking an active lifestyle and a strong sense of community. However, the high demand for housing has led to skyrocketing prices, making it difficult for many residents to afford a home on their own. A mortgage loan officer can help navigate the complex process of securing a loan, including identifying the best loan options, negotiating interest rates, and ensuring that all necessary paperwork is completed accurately and on time. With the help of a skilled mortgage loan officer, residents of Bend can achieve their dream of homeownership and enjoy all that this vibrant city has to offer.

Tax Services

Residents of Bend, OR could greatly benefit from the expertise of a tax advisor. With the city's thriving tourism industry, many residents may have income from short-term rentals or other sources that require specialized tax knowledge. Additionally, Bend's unique location in the high desert means that residents may have specific deductions related to conservation efforts or property ownership. A tax advisor can also assist with navigating the complex state and federal tax laws that may affect residents, such as Oregon's recent changes to corporate tax laws. By working with a tax advisor, residents can ensure they are taking advantage of all available deductions and credits, minimizing their tax liability and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Bend, OR can benefit greatly from the services of an estate planning lawyer. The lawyer can help them create a comprehensive estate plan that will ensure their assets are distributed according to their wishes. This is particularly important in Bend, OR, where many residents own significant assets such as vacation homes, investment properties, and retirement accounts. An estate planning lawyer can also help residents minimize their tax liabilities and protect their assets from creditors and lawsuits. Additionally, the lawyer can assist in setting up trusts to provide for the care of minor children or elderly parents. With the help of an estate planning lawyer, residents of Bend, OR can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

Bend, OR Financial Resources

Bend, OR Chamber of Commerce

Bend, OR City Hall

Bend, OR Public Library


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