Wealth Management in Deschutes County, OR

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

Connect With a Wealth Manager

As Seen In

List of Firms

Deschutes County, OR Wealth Management Firms

SEC File# 801-72636
CRD# 158455
4 out of 5
Location 650 SW Bond St Ste 250, Bend, OR 97702, USA
Phone (800) 743-0988
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Merit Wealth Management, LLC
5 out of 5
Location 61239 Tetherow Dr Suite 209, Bend, OR 97702, USA
Phone (888) 516-3748
Bend Wealth Advisors
Location 523 NW Colorado Ave Suite 100, Bend, OR 97703, USA
Phone (541) 306-4324
Wealth Management in Deschutes County, OR

Where Wealth Management Advisors in Deschutes County, OR Serve

Deschutes County is located in Oregon and is home to many beautiful landmarks such as the Mt. Bachelor ski resort, the Cascade Mountains, and the Deschutes River. The top employers in the county are Deschutes County Government, Intel Corporation, and St. Charles Medical Center. Major highways and streets in the county include US-20, OR-126, and OR-22. Some of the neighborhoods in Deschutes County are Bend, Redmond, Sisters, Sunriver, and La Pine.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Deschutes County banks offer a variety of services to their customers. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks offer online banking and mobile banking options for their customers. This allows customers to conduct transactions from anywhere at any time.

Retirement Planning

Deschutes County, OR is a great place to retire. The cost of living is low, the weather is mild, and there are plenty of things to do. In addition, Deschutes County offers a wide range of retirement planning options, from traditional pensions to 401(k)s to Roth IRAs. So whether you're looking for a quiet place to relax or an active community with plenty of activities, Deschutes County is sure to have what you're looking for.

Tax Services

As a tax accountant in Deschutes County, OR, I help individuals and businesses file their taxes accurately and on time. I work with clients to ensure that they are taking advantage of all the deductions and credits to which they are entitled, and I help them plan for the future by minimizing their tax liability. I also provide guidance on other financial matters, such as estate planning and investment planning.

Financial Advisor

A financial advisor in Deschutes County, OR helps people save money and make wise investments. They offer guidance on budgeting, insurance, and long-term planning. Financial advisors can be extremely helpful for people who are just starting out in their careers or those who are nearing retirement.

Insurance Broker

An insurance broker in Deschutes County, OR helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

Mortgage loan officers in Deschutes County, OR work with customers to help them obtain mortgages. They work with a variety of lenders to find the best mortgage for the customer's needs. They also work with the customer to ensure that they understand the terms of the mortgage and that they are able to make the monthly payments.

Estate Planning Lawyer

An estate planning lawyer in Deschutes County, OR helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


Comprehensive Wealth Management FAQs