Financial Services in Bend, OR

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1. Hanson & Co PC CPA

Hanson & Co PC CPA

19820 Village Office Ct Ste 201, Bend, OR 97702

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

From Business: At Hanson & Co., we pride ourselves on providing professional, personalized service to all of our clients. We offer accounting, taxation and consulting services to individuals…

YP
27 Years
in Business

2. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Bend Area

CLOSED NOW:Closed

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

3. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Bend Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

YP
70 Years
in Business

4. The Document Center Inc

The Document Center Inc

Serving the Bend Area

CLOSED NOW:Closed

From Business: We are a full service company preparing, notarizing, and recording documents. We offer fast, low cost, service with no escrow or title fees. Title policies are available but…

5. U.S. Bank

U.S. Bank

2650 NE Highway 20, Bend, OR 97701

From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Bend,…

6. Theresa Rossman, LUTCF

Theresa Rossman, LUTCF

777 NW Wall St, Ste 309, Bend, OR 97703

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

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…

YP
27 Years
in Business

7. Chase Bank

Chase Bank

450 NW Franklin Ave, Bend, OR 97703

CLOSED NOW:Closed

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

8. 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…

9. 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

10. 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

11. Northwest Community Credit Union

Northwest Community Credit Union

61490 S Highway 97, Bend, OR 97702

CLOSED NOW:9:00 am - 5:30 pm

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…

YP
76 Years
in Business

12. 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

13. 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…

14. OnPoint Community Credit Union

OnPoint Community Credit Union

950 NW Bond St, Bend, OR 97703

CLOSED NOW:Closed

From Business: At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to…

YP
93 Years
in Business

15. Julie Audia, Mortgage Loan Officer at OnPoint Mortgage - NMLS #222612

Julie Audia, Mortgage Loan Officer at OnPoint Mortgage - NMLS #222612

950 NW Bond St, Bend, OR 97703

CLOSED NOW:Closed

From Business: Mortgage Loan Officer NMLS #222612 I joined OnPoint in 2010 as a Central Oregon Mortgage Loan Officer and have over 17 years of mortgage lending experience. My goal is to help…

YP
15 Years
in Business

16. Katahdin Financial Group

Katahdin Financial Group

1000 NW Wall St Ste 201, Bend, OR 97703

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

From Business: Investing is about more than moneyâ??itâ??s about people. At Katahdin, our collaborative approach centers on you and your goals, challenges, and dreams. Together, we will build…

17. First Interstate Bank

First Interstate Bank

1100 NW Wall St, Bend, OR 97703

CLOSED NOW:Closed

From Business: First Interstate Bank in Bend, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a first-time home…

18. Matt Bassitt at Citywide (NMLS #114939)

Matt Bassitt at Citywide (NMLS #114939)

906 NW Harriman St, Bend, OR 97703

CLOSED NOW:Closed

From Business: Matt Bassitt is your Bend local lender. As a loan officer at Citywide Home Mortgage, Matt is committed to helping homeowners with home purchase loans and refinances, while…

19. Kip Pierson at Citywide (NMLS #1725449)

Kip Pierson at Citywide (NMLS #1725449)

906 NW Harriman St, Bend, OR 97703

CLOSED NOW:Closed

From Business: Kip Pierson is your Sandy local lender. As a loan officer at Citywide Home Mortgage, Kip is committed to helping homeowners with home purchase loans and refinances, while…

20. Matt Sieverson at Citywide (NMLS #1639837)

Matt Sieverson at Citywide (NMLS #1639837)

906 NW Harriman St, Bend, OR 97703

CLOSED NOW:Closed

From Business: Matt Sieverson is your Sandy local lender. As a loan officer at Citywide Home Mortgage, Matt is committed to helping homeowners with home purchase loans and refinances, while…

21. 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…

22. 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

23. Edward Jones - Financial Advisor: Austin Ouderkirk, AAMS™

Edward Jones - Financial Advisor: Austin Ouderkirk, AAMS™

701 NW Arizona Ave Ste 210, Bend, OR 97703

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

24. Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS™|CRPC™

Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS™|CRPC™

1345 NW Wall St Ste 300, Bend, OR 97703

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

25. ASI Wealth Management

ASI Wealth Management

15 SW Colorado Ave Ste 280, Bend, OR 97702

CLOSED NOW:8:00 am - 4:00 pm

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…

26. Precisely Payroll Inc

Precisely Payroll Inc

1005 NW Galveston Ave, Bend, OR 97703

CLOSED NOW:Closed

From Business: If you use our service, you can work with same processor each pay day. We process your payroll in Bend, so we can offer quick payroll processing and error correction. You can…

YP
18 Years
in Business

27. First American Title - Rachel Porter

First American Title - Rachel Porter

395 SW Bluff Dr Ste 100, Bend, OR 97702

CLOSED NOW:Closed

From Business: I’m proud to work for First American Title in Bend. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for all…

28. First American Title - Haley Grossmith

First American Title - Haley Grossmith

395 SW Bluff Dr Ste 100, Bend, OR 97702

CLOSED NOW:Closed

From Business: I’m proud to work for First American Title in Bend. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for all…

29. First American Title - Ella Hickcox

First American Title - Ella Hickcox

395 SW Bluff Dr Ste 100, Bend, OR 97702

CLOSED NOW:Closed

From Business: I’m proud to work for First American Title in Bend, OR. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for…

30. First American Title - Hannah Helgerson

First American Title - Hannah Helgerson

395 SW Bluff Dr Ste 100, Bend, OR 97702

CLOSED NOW:Closed

From Business: I’m proud to work for First American Title in Bend. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for all…