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Map of Bend, ORMap of Bend, OR

Financial Planners in Bend, OR

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1. Zivney Financial Group LLC

Zivney Financial Group LLC

25 NW Irving Ave, Bend, OR, 97701

CLOSED NOW

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
16 Years
in Business

2. 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…

3. G. Pollack Financial

G. Pollack Financial

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

CLOSED NOW

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
14 Years
in Business

4. Greaney, Mark, AGT

Greaney, Mark, AGT

35 NW Hawthorne Ave, Bend, OR, 97703

CLOSED NOW

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…

5. Mark Greaney - Financial Advisor, Ameriprise Financial Services

Mark Greaney - Financial Advisor, Ameriprise Financial Services

214 SE Vine Ln, Bend, OR, 97702

CLOSED NOW

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. Ronnie Scheller - Financial Advisor, Ameriprise Financial Services

Ronnie Scheller - Financial Advisor, Ameriprise Financial Services

404 SW Columbia St Ste 140A, Bend, OR, 97702

CLOSED NOW

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. 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
110 Years
in Business

8. Paul Leapaldt - Thrivent

Paul Leapaldt - Thrivent

2445 NE Division St Ste 100, Bend, OR, 97703

CLOSED NOW

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,…

9. Corina Hughes - RBC Wealth Management Financial Advisor

Corina Hughes - RBC Wealth Management Financial Advisor

2220 NW Labiche Ln Ste 975, Bend, OR, 97703

CLOSED NOW

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…

10. Robert Hakala - RBC Wealth Management Financial Advisor

Robert Hakala - RBC Wealth Management Financial Advisor

2220 NW Labiche Ln Ste 210, Bend, OR, 97703

CLOSED NOW

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…

11. Matthew Andres-Burns - Thrivent

Matthew Andres-Burns - Thrivent

62910 Ob Riley Rd Ste 300, Bend, OR, 97703

CLOSED NOW

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

12. Rob Burns - Thrivent

Rob Burns - Thrivent

62910 Ob Riley Rd Ste 300, Bend, OR, 97703

CLOSED NOW

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. AGP Wealth Advisors - Ameriprise Financial Services

AGP Wealth Advisors - Ameriprise Financial Services

698 NW York Dr Ste 100, Bend, OR, 97703

CLOSED NOW

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…

14. Brett Ferguson - Financial Advisor, Ameriprise Financial Services

Brett Ferguson - Financial Advisor, Ameriprise Financial Services

698 NW York Dr Ste 100, 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. Waddell & Reed Inc

Waddell & Reed Inc

334 NE Irving Ave Ste 102, Bend, OR, 97701

CLOSED NOW

22. Laurie Mushlitz - COUNTRY Financial Representative

Laurie Mushlitz - COUNTRY Financial Representative

334 NE Irving Ave Ste 105, Bend, OR, 97701

CLOSED NOW

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
99 Years
in Business

23. Edward Jones - Financial Advisor: Jaron Wilson

Edward Jones - Financial Advisor: Jaron Wilson

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

CLOSED NOW

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
102 Years
in Business

24. Stephanie Amerongen - COUNTRY Financial Representative

Stephanie Amerongen - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR, 97702

CLOSED NOW

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
99 Years
in Business

25. Jenna Kipper - COUNTRY Financial Representative

Jenna Kipper - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR, 97702

CLOSED NOW

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
99 Years
in Business

26. Christopher Schalker - COUNTRY Financial Representative

Christopher Schalker - COUNTRY Financial Representative

775 SW Bonnett Way Ste 200, Bend, OR, 97702

CLOSED NOW

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
99 Years
in Business

27. 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
102 Years
in Business

28. Edward Jones - Financial Advisor: Eric Pashia

Edward Jones - Financial Advisor: Eric Pashia

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

CLOSED NOW

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
102 Years
in Business

29. Austin Northup - COUNTRY Financial Representative

Austin Northup - COUNTRY Financial Representative

20360 Empire Ave Ste B6, Bend, OR, 97701

CLOSED NOW

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
99 Years
in Business

30. 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…