Reviews for Cascade Financial Strategies, LLC.

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Cascade Financial Strategies, LLC is praised for its exceptional financial planning and advisory services. Clients appreciate the personalized attention and responsiveness from the team, especially Jack, who excels in investment guidance and retirement planning. He offers clear explanations of financial details and maintains a calm, professional demeanor during uncertain times. Clients also value the informative learning events hosted by the firm. The use of planning software allows for thorough assessments and scenario exploration, making it a reliable choice for anyone seeking comprehensive financial management and support. Overall, Cascade Financial Strategies is highly recommended for its dedication to client satisfaction and effective financial strategies.

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From Cascade Financial Strategies, LLC.

Fee-Only Fiduciary offering Financial Planning and Investment Management tailored to match client goals and needs, which can include Socially Responsible (ESG) portfolios. Certified Financial Planner (CFP). We have proudly served clients in Bend and throughout Central Oregon as their trusted financial advisor since 2013. Our comprehensive financial planning process is more than just investments. As our clients are unique, our strategies that direct their financial strategies are as well. Our comprehensive planning strategies include a well-developed plan aligned to lifetime financial goals.