Financial Planners in Bend

“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.“

“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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“We have been working with Jacob for about 9 years. We attended his Bend Public Library introductory talk and his kind manor and deep understanding of the finance world nudged us to leave our then current financial planner (he said “you’ll have to check with Social Security to see what the best strategy is”) Jacob knew how to work with us to determine our best strategy for navigating our retirement.
Our sessions with Jacob were productive and resulted in a plan that maximized our Social Security and plotted out spending of our other savings and retirement funds. He maintains contact now and assists us with tweaks to the plan when needed.
We are very satisfied with Green Tree and are so grateful we found Jacob!“

“Truly exceptional service. I spent years wasting my money and time w large established financial planning companies such as Merrill Lynch.“

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

“Jake and Susan have always treated me very well. Great customer service and VIP care. I would highly recommend them to anyone.“

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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!!!“

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