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State DirectoryInvestment Management in Alfalfa, OR
1. Donald "DJ" Kerr III, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Alfalfa Area
From Business: As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on…
2. Strategic Wealth Management
365 NE Greenwood Ave, Bend, OR 97701
From Business: Registered Investment Adviser Firm Qualified Retirement Plan Consulting Services Comprehensive Financial Planning Service & Advice Investment Management, Consulting & Advice…
3. Fleck, Brian S
1133 NW Wall St, Bend, OR 97703
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
4. Nicol, Scott M
1133 NW Wall St, Bend, OR 97703
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…
5. ASI Wealth Management
15 SW Colorado Ave Ste 280, Bend, OR 97702
From Business: ASI Wealth Management is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm is an independent…
6. Cascade Wealth Management
1005 SW Disk Dr Ste 101, Bend, OR 97702
From Business: Previously E.K. Riley Investments, Cascade Wealth Management was established in 2020. After a brief affiliation with LPL Financial, we are now supported by Broker-Dealer…
10. Miller Ferrari Wealth Management
333 SW Upper Terrace Dr, Bend, OR 97702
12. Lava Ridge Property Management
405 NE Seward Ave Ste 4, Bend, OR 97701
13. Laurie Mushlitz - COUNTRY Financial Representative
334 NE Irving Ave Ste 105, Bend, OR 97701
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
14. Edward Jones - Financial Advisor: Brian Quinn
20380 Halfway Rd, Bend, OR 97703
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
15. Edward Jones - Financial Advisor: Chris Richie
3716 SW 21st Pl Ste A, Redmond, OR 97756
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
16. Austin Northup - COUNTRY Financial Representative
20360 Empire Ave Ste B6, Bend, OR 97701
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
17. Edward Jones - Financial Advisor: Eric Pashia
62930 O B Riley Rd Ste 110, Bend, OR 97701
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
18. Northwest Community Credit Union
3835 SW 21st Pl Ste 101, Redmond, OR 97756
From Business: Looking for a place to bank that's just as Northwest as you? You've found it! Northwest Community was started in 1949 by friends, family and co-workers who knew that they could…
19. Edward Jones - Financial Advisor: Austin Ouderkirk
1180 SE 3rd St, Bend, OR 97702
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
20. Northwest Community Credit Union
61490 S Highway 97, Bend, OR 97702
From Business: Looking for a place to bank that's just as Northwest as you? You've found it! Northwest Community was started in 1949 by friends, family and co-workers who knew that they could…
21. Theresa Rossman, LUTCF
777 NW Wall St, Ste 309, Bend, OR 97703
From Business: Theresa Rossman, LUTCF is an independent agent serving the State of Oregon, located in Bend. As an independent agent, Theresa has the ability to provide the best product at the…
22. Stephanie Amerongen - COUNTRY Financial Representative
775 SW Bonnett Way Ste 200, Bend, OR 97702
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
23. Jenna Kipper - COUNTRY Financial Representative
775 SW Bonnett Way Ste 200, Bend, OR 97702
From Business: Sometimes, when you have more questions than answers, it might seem easier to do nothing at all. At COUNTRY Financial we help you take simple steps today with personalized…
24. Christopher Schalker - COUNTRY Financial Representative
775 SW Bonnett Way Ste 200, Bend, OR 97702
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
25. Umpqua Bank
475 NE Windy Knolls Dr, Bend, OR 97701
From Business: Umpqua Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to know them and…
26. Strategic Wealth Management, LLC
20985 Lava Flow Ln, Bend, OR 97701
From Business: About Strategic Wealth Management, LLC STRATEGIC WEALTH MANAGEMENT, LLC, IS A REGISTERED INVESTMENT ADVISER SPECIALIZING IN PROVIDING WEALTH MANAGEMENT SERVICES, COMPREHENSIVE…
27. Brett Ferguson - Financial Advisor, Ameriprise Financial Services
345 SE 3rd St Ste 100, Bend, OR 97702
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
28. Travis Van Dyke - Financial Advisor, Ameriprise Financial Services
345 SE 3rd St Ste 100, Bend, OR 97702
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
29. Mark Greaney - Financial Advisor, Ameriprise Financial Services
214 SE Vine Ln, Bend, OR 97702
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
30. Zivney Financial Group LLC
25 NW Irving Ave, Bend, OR 97701
From Business: Zivney Financial Group LLC is an independent firm in Bend, OR. Some services we offer include retirement planning, wealth management planning, strategic asset management,…