Financial Planners in Bend, OR

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1. Wells Fargo Advisors

Wells Fargo Advisors

320 SW Upper Terrace Dr Ste 200, Bend, OR 97702

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

2. G. Pollack Financial

G. Pollack Financial

250 NW Franklin Ave Ste 401c, Bend, OR 97703

CLOSED NOW:8:00 am - 5:00 pm

From Business: G. Pollack Financial is a Bend, Oregon independent financial planning and wealth management firm. At G. Pollack Financial, we can assist with financial planning, asset…

YP
15 Years
in Business

3. Greaney, Mark, AGT

Greaney, Mark, AGT

35 NW Hawthorne Ave, Bend, OR 97703

CLOSED NOW:8:00 am - 5:00 pm

From Business: The advisor listed is an Ameriprise financial advisor in Bend. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the…

4. Mark Greaney - Financial Advisor, Ameriprise Financial Services

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…

5. Brett Ferguson - Financial Advisor, Ameriprise Financial Services

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…

6. Renata Garbowski - Financial Advisor, Ameriprise Financial Services

Renata Garbowski - 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…

7. Travis Van Dyke - Financial Advisor, Ameriprise Financial Services

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…

8. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

755 SW Bonnett Way Ste 2200, Bend, OR 97702

CLOSED NOW:7:30 am - 4:00 pm

From Business: Welcome to Merrill Lynch in Bend, OR. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking…

YP
111 Years
in Business

9. Paul Leapaldt - Thrivent

Paul Leapaldt - Thrivent

2445 NE Division St Ste 100, Bend, OR 97703

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Paul Leapaldt is committed to providing financial advice,…

10. Focus Partners Wealth

Focus Partners Wealth

1777 SW Chandler Ave Ste 205, Bend, OR 97702

CLOSED NOW:8:00 am - 5:00 pm

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through…

11. Matthew Andres-Burns - Thrivent

Matthew Andres-Burns - Thrivent

62910 Ob Riley Rd Ste 300, Bend, OR 97703

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Andres-Burns is committed to providing financial…

12. Rob Burns - Thrivent

Rob Burns - Thrivent

62910 Ob Riley Rd Ste 300, Bend, OR 97703

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rob Burns is committed to providing financial advice,…

13. PacWest Wealth Partners - Ameriprise Financial Services

PacWest Wealth Partners - Ameriprise Financial Services

2855 NW Crossing Dr Ste 210, Bend, OR 97703

CLOSED NOW:8:00 am - 5:00 pm

From Business: At PacWest Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

16. Waddell & Reed Inc

Waddell & Reed Inc

334 NE Irving Ave Ste 102, Bend, OR 97701

CLOSED NOW:9:00 am - 5:00 pm

21. Laurie Mushlitz - COUNTRY Financial Representative

Laurie Mushlitz - COUNTRY Financial Representative

334 NE Irving Ave Ste 105, Bend, OR 97701

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
100 Years
in Business

22. Edward Jones - Financial Advisor: Jaron Wilson

Edward Jones - Financial Advisor: Jaron Wilson

320 SW Upper Terrace Dr Ste 103, Bend, OR 97702

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
103 Years
in Business

23. Stephanie Amerongen - COUNTRY Financial Representative

Stephanie Amerongen - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
100 Years
in Business

24. Jenna Kipper - COUNTRY Financial Representative

Jenna Kipper - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
100 Years
in Business

25. Christopher Schalker - COUNTRY Financial Representative

Christopher Schalker - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
100 Years
in Business

26. Edward Jones - Financial Advisor: Jordan M Daniels

Edward Jones - Financial Advisor: Jordan M Daniels

1444 NW College Way Ste 2, 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…

YP
103 Years
in Business

27. Edward Jones - Financial Advisor: Eric Pashia

Edward Jones - Financial Advisor: Eric Pashia

62930 O B Riley Rd Ste 110, Bend, OR 97701

CLOSED NOW:9:00 am - 5:00 pm

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…

YP
103 Years
in Business

28. Austin Northup - COUNTRY Financial Representative

Austin Northup - COUNTRY Financial Representative

20360 Empire Ave Ste B6, Bend, OR 97701

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
100 Years
in Business

29. Edward Jones - Financial Advisor: Brian Quinn

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…

30. Zivney Financial Group LLC

Zivney Financial Group LLC

25 NW Irving Ave, Bend, OR 97701

CLOSED NOW:8:00 am - 5:00 pm

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,…

YP
17 Years
in Business

We found 58 results for Financial Planners in or near Bend, OR.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Management. 5 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including River West, Southern Crossing, and Orchard District.