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Map of Southern Crossing, Bend, OR

Investment Management in Southern Crossing Bend, OR

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1. Cascade Wealth Management

Cascade Wealth Management

1005 SW Disk Dr Ste 101, Bend, OR 97702

CLOSED NOW:

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…

2. Allison Glasier - COUNTRY Financial Representative

Allison Glasier - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:Closed

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

4. Umpqua Bank Home Lending

Umpqua Bank Home Lending

400 SW Bluff Dr Ste 100, Bend, OR 97702

CLOSED NOW:Closed

From Business: Home Loans

YP
72 Years
in Business

5. Edward Jones - Financial Advisor: Mark A Schang, CFP®|AAMS™|CRPC™

Edward Jones - Financial Advisor: Mark A Schang, CFP®|AAMS™|CRPC™

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

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

9. ASI Wealth Management

ASI Wealth Management

15 SW Colorado Ave Ste 280, Bend, OR 97702

CLOSED NOW:

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…

11. Fleck, Brian S

Fleck, Brian S

1133 NW Wall St, Bend, OR 97703

CLOSED NOW:

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…

12. Nicol, Scott M

Nicol, Scott M

1133 NW Wall St, Bend, OR 97703

CLOSED NOW:

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…

13. Strategic Wealth Management

Strategic Wealth Management

365 NE Greenwood Ave, Bend, OR 97701

CLOSED NOW:

From Business: Registered Investment Adviser Firm Qualified Retirement Plan Consulting Services Comprehensive Financial Planning Service & Advice Investment Management, Consulting & Advice…

14. Patrick Cummings - RBC Wealth Management Branch Director

Patrick Cummings - RBC Wealth Management Branch Director

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

15. RBC Wealth Management Branch - Bend

RBC Wealth Management Branch - Bend

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

16. Metolius Wealth Management Group

Metolius Wealth Management Group

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

17. Vlach, Jeremy, AGT

Vlach, Jeremy, AGT

2220 NW Labiche Ln, Bend, OR 97703

CLOSED NOW:

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…

18. Nicol, Scott M

Nicol, Scott M

2220 NW Labiche Ln, Bend, OR 97703

CLOSED NOW:

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…

19. Meagher, Tom

Meagher, Tom

2220 NW Labiche Ln, Bend, OR 97703

CLOSED NOW:

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…

20. The Gall Hale Team

The Gall Hale Team

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

21. 52 North Wealth Group

52 North Wealth Group

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

22. Morrice Group

Morrice Group

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Murphy Hall Group

Murphy Hall Group

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. The Inter Alia Group

The Inter Alia Group

2220 NW Labiche Ln Ste 210, Bend, OR 97703

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Stephanie Amerongen - COUNTRY Financial Representative

Stephanie Amerongen - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:Closed

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

28. Jenna Kipper - COUNTRY Financial Representative

Jenna Kipper - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:Closed

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

29. Christopher Schalker - COUNTRY Financial Representative

Christopher Schalker - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR 97702

CLOSED NOW:Closed

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

30. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

755 SW Bonnett Way Ste 2200, Bend, OR 97702

CLOSED NOW:

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