Let Us Guard Your Wealth.

General Info

Just as the griffon of mythology guarded gold and treasure, Griffon Financial Planning Inc. is here to help guard your money and financial future. We are a fee-only investment management and financial planning firm headquartered in Bend, OR, and serving Central Oregon. President Ann Laferriere, CFP, is a Certified Financial Planner. She and the rest of our team are passionate about helping people achieve their financial dreams. Committed to objectivity, Griffon Financial Planning Inc. does not receive commissions or sell products. We work solely for our clients. We offer: • Full-service investment management • Second opinions • Retirement planning and strategies • Comprehensive financial planning • One-time or ongoing advice • Periodic reviews and plan updates We design and recommend custom investment strategies to address our clients' individual needs and concerns. We can provide expert assistance regarding: • Retirement planning • College plans • Estate planning • Money management • Investment advice • 401(k) and 403(b) planning If you are considering investing or already are investing, we can advise you on common stock, bonds, variable annuities, traditional or Roth IRAs, mutual funds, asset allocation and more. Call Griffon Financial Planning Inc. today for a complimentary "get acquainted" meeting.

Hours

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Contact Info

Phone:

Main - 541-317-1617

Address:

750 NW York Dr Ste 105 Bend, OR 97701

Email:

Contact Us

Link:

http://www.griffonfinancial.com

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Categories

Investments, Financial Planning Consultants

Services / Products

Fee-Based Financial Planning, Guardianships, Asset Management, Estate Management, Investment Advisory Service, Stocks & Bonds, Mutual Funds, Investments, Annuities, Money Market Funds, Securities

Payment Options

check, cash

Neighborhood

Summit West