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State DirectoryInvestment Management in Sunriver, OR
1. Donald "DJ" Kerr III, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Sunriver 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. 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…
3. 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…
4. RBC Wealth Management Branch - Bend
2220 NW Labiche Ln Ste 210, Bend, OR 97703
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…
5. Metolius Wealth Management Group
2220 NW Labiche Ln Ste 210, Bend, OR 97703
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…
6. Vlach, Jeremy, AGT
2220 NW Labiche Ln, 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…
7. Nicol, Scott M
2220 NW Labiche Ln, 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…
8. Meagher, Tom
2220 NW Labiche Ln, 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…
9. Carty, Pamela
2220 NW Labiche Ln, 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…
10. Manafi, Sam, CFA
2220 NW Labiche Ln, 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…
11. Klavins, Chris
2220 NW Labiche Ln, 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…
12. The Riemer Wealth Management Group
2220 NW Labiche Ln Ste 210, Bend, OR 97703
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…
13. 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…
14. 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…
15. 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…
17. Miller Ferrari Wealth Management
333 SW Upper Terrace Dr, Bend, OR 97702
19. 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…
20. 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…
21. 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…
22. 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…
23. 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…
24. 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…
25. 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…
26. 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…
27. Umpqua Bank
61515 S Highway 97, Bend, OR 97702
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…
28. 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…
29. 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.…
30. 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…
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