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Reviews for Cascade Financial Strategies, LLC.

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  • November 2025

    I've had the pleasure of working with Cascade Financial Strategies here in Bend Oregon and am extremely impressed with their team. Both Jack and Marc are so attentive. From our first time meeting, I could tell they really listened when I walked through my goals and talked through all the concerns and considerations I brought to the table. They're so easy to work with and would happily recommend them again and again.

  • March 2025

    Cascade has done a superlative job of handling our investment accounts. Being well into our retirement their defensive strategy to check market fluctuations has been a cornerstone of our program. We are indebted to CFS, LLC's commitment to our well-being. George and Liz

  • March 2025

    After cycling through a couple of financial advisors who weren’t meeting our hopes and expectations, we found Jack Schniepp, who is wonderful. He has done a great job for us in every way - managing our portfolio according to our ages and needs and comfort with risk, providing us with software to see for ourselves how we’re doing with our goals, and able to communicate complex economic and market strategies in a manner that is clear and straightforward so that we can understand what he’s doing and what our options are. We highly recommend him without hesitation.

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    Cascade Financial Strategies, LLC.

    243 SW Scalehouse Loop #1a, Bend

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