Financial Planners in Bend

“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.“

“Axiom wealth is only out for the clients best interest, not just trying to make money from you but there to give you advice and be honest if they think that you’re not at a point when you need an advisor. Quite knowledgeable and easy to talk to especially Grant“

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“I met Jacob through a free seminar that Green Tree Wealth provided to understand retirement finances and tax implications about six and a half years ago. He has been my husband and my financial adviser ever since. Jacob has been instrumental in consolidating our investments and in planning our retirement strategy. He has also helped us with the complicated decisions regarding health insurance. We had worked with other financial advisers previously but found them to be only interested in us buying their products. Jacob takes the time to listen to us to understand our priorities and needs, which is critical for providing good financial advice. We have done well with Jacob's financial suggestions and trust his judgement. I have recommended his services to friends and relatives without hesitation.“

“Joe is a great communicator and helped us understand our investments. Follows the Ramsey principles too.“

“CJ helped me narrow down my goals and made sure I understood the next steps to take to reach them. I did not feel pressured or rushed at all. Thank you for your help!“

“I have worked with Suzanne Johannsen for years. I have never experienced rudeness of any kind from her office staff. And Suzanne herself is that rare combination of warm, caring, intelligent and wise. I unreservedly give her and her office 5 stars!“

“Brian, has been truly exceptional working with us to develop and implement the right financial plans for us. His expertise, continual advice and attention to detail has us moving in the right direction. He has done a great job for us, and comes with the highest recommendation.“

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“Honestly, I do not like dealing with investments, it is completely uninteresting to me which makes it way more important to have BJ helping me out. I was ripped off pretty badly by a financial planner in the far distant past so I was not planning on using one again until I realized how bad I was at managing everything. I have been a client for several years and completely trust BJ with all my investments. Gotta say I am not a math person and he has been extremely patient in walking me through some important issues and developing a plan I am comfortable with. I would HIGHLY recommend!!!“

“David and Shelly are an amazing team. The communication is impeccable and attention to detail qualifying the financial needs of the customer is fantastic. We so appreciate David and Shelly for all of the support and customization. Thank you!“

“Great experience with Northwest Quadrant. Highly knowledgeable in best investment strategies.“