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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“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.“

“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.“

“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!!!“

“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.“

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