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State DirectoryFinancial Planners in Southern Crossing Bend, OR
1. 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…
4. Allison Glasier - 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…
6. Edward Jones - Financial Advisor: Mark A Schang, CFP®|AAMS™|CRPC™
320 SW Upper Terrace Dr Ste 103, Bend, OR 97702
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…
7. Merrill Lynch Wealth Management
755 SW Bonnett Way Ste 2200, Bend, OR 97702
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…
9. Pacwest Wealth Partners-Ameriprise Financial Service
404 SW Columbia St, Bend, OR 97702
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.…
11. Annuity General
Serving the Bend Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
12. G. Pollack Financial
250 NW Franklin Ave Ste 401c, Bend, OR 97703
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…
14. Clay Trenz: Raymond James
121 NW Greenwood Ave Ste 101, Bend, OR 97703
15. Donald "DJ" Kerr III, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Bend 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…
16. Ronnie Scheller - Financial Advisor, Ameriprise Financial Services
2855 NW Crossing Dr Ste 210, Bend, OR 97703
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…
17. PacWest Wealth Partners - Ameriprise Financial Services
2855 NW Crossing Dr Ste 210, Bend, OR 97703
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.…
18. Paul Leapaldt - Thrivent
2445 NE Division St Ste 100, Bend, OR 97703
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,…
19. Matthew Andres-Burns - Thrivent
62910 Ob Riley Rd Ste 300, Bend, OR 97703
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…
20. Rob Burns - Thrivent
62910 Ob Riley Rd Ste 300, Bend, OR 97703
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,…
22. Redmond Christian Church
536 SW 10th St, Redmond, OR 97756
From Business: We gather regularly together at Redmond Christian Church for unified, joyful, and passionate worship of God, to listen to the preaching of the Word of God, and for the building…
23. 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…
24. 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…
25. 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…
27. 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…
28. Advisory Service & Investments
15 SW Colorado Ave Ste 280, Bend, OR 97702
30. AGP Wealth Advisors - Ameriprise Financial Services
345 SE 3rd St Ste 100, Bend, OR 97702
From Business: At AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
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