Green Tree Wealth

Feb 2026

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...read full review

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