Green Tree Wealth

Dec 2025

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...read full review

Nov 2025

As we approached the season for semi retirement we saw an invite for a free presentation at the Bend public library. At the time we were just gathering information and were very pleased with the presentation and information given by Jacob in a friendly low key manner.
We scheduled a follow up meeting and made the decision to use his services and expertise. We have been more than pleased as he helped keep us informed and help set up an investment and planning program that met our needs.
We work with many different groups and often help others meet their needs so it was delightful to meet someone who came alongside us as we were planning the next steps in our life...read full review

Nov 2025

We are so happy we attended a financial planning event at Larkspur hosted by Jacob Green at Green Tree Wealth. After a few working sessions, we knew Jacob had the experience and expertise to help us focus on solidifying our financial situation to prepare for retirement in the future. We really appreciate that he's provided us with multiple scenarios during this critical stage of transition from saving to strategic planning to meet our financial and retirement goals. Jacob is a trusted advisor and continues to meet all of our expectations and more!