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Cascade Financial Strategies, LLC.
243 SW Scalehouse Loop #1a, Bend
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243 SW Scalehouse Loop #1a, Bend
Directions Call Website Suggest an Edit
We’ve had an excellent experience working with Jack and the team at Cascade Financial Strategies. They’ve supported us with comprehensive financial planning, estate planning and retirement planning, and we truly feel confident about the road ahead. Beyond growing our portfolio with thoughtful, innovative strategies, they consistently help us look around the corner at considerations we might not have thought about as we approach retirement. They are extremely communicative, well prepared and always responsive when we have questions. We feel informed, supported and genuinely cared for. Highly recommend.
Awesome team and approach. They've been awesome partners specifically in helping us navigate startup-related income and our climate-friendly investment preferences. Would definitely recommend!
We’ve been with Cascade Financial Strategies almost 7 years. After a bad experience with a previous Financial Advisor in Vancouver, WA, it was a relief to find a fiduciary advisor. I especially appreciate their focus on Socially, responsible investing. We told them what types of companies and industries we did not want to invest in, and our portfolio has performed well. Jack and his team are friendly, knowledgeable, and responsive.