Financial Services in Bend, OR

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1. Hanson & Co PC Certified Public Accountants

Hanson & Co PC Certified Public Accountants

19820 Village Office Ct #201, Bend, OR 97702

OPEN NOW:9:00 am - 5:00 pm

From Business: At Hanson & Co., we pride ourselves on providing professional, personalized service to all of our clients. We offer accounting, taxation and consulting services to individuals…

YP
27 Years
in Business

2. Edward Jones - Financial Advisor: Jaron Wilson

Edward Jones - Financial Advisor: Jaron Wilson

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

OPEN NOW:8:00 am - 5:00 pm

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
103 Years
in Business

3. Wells Fargo Advisors

Wells Fargo Advisors

650 SW Bond St Ste 200, Bend, OR 97702

OPEN NOW:9:00 am - 5:00 pm

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. Julie Audia, Mortgage Loan Officer at OnPoint Mortgage - NMLS #222612

Julie Audia, Mortgage Loan Officer at OnPoint Mortgage - NMLS #222612

950 NW Bond St, Bend, OR 97703

OPEN NOW:9:00 am - 5:30 pm

From Business: Mortgage Loan Officer NMLS #222612 I joined OnPoint in 2010 as a Central Oregon Mortgage Loan Officer and have over 17 years of mortgage lending experience. My goal is to help…

YP
15 Years
in Business

5. Mercer Advisors - Bend

Mercer Advisors - Bend

5 NW Minnesota Ave Ste 220, Bend, OR 97703

OPEN NOW:8:00 am - 5:00 pm

From Business: Barron’s ranked us #1 Registered Investment Advisory firm in the country in 2024, recognizing our dedication to providing a "Family Office for every client" mentality. Our…

YP
40 Years
in Business

6. First Interstate Bank

First Interstate Bank

1100 NW Wall St, Bend, OR 97703

OPEN NOW:9:00 am - 5:30 pm

From Business: First Interstate Bank in Bend, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a first-time home…

7. Edward Jones - Financial Advisor: Austin Ouderkirk, AAMS®

Edward Jones - Financial Advisor: Austin Ouderkirk, AAMS®

701 NW Arizona Ave Ste 210, Bend, OR 97703

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

8. Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS®|CRPC™

Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS®|CRPC™

1345 NW Wall St Ste 300, Bend, OR 97703

OPEN NOW:8:00 am - 4:00 pm

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. Edward Jones - Financial Advisor: Chris Wilson

Edward Jones - Financial Advisor: Chris Wilson

963 SW Simpson Ave Ste 100, Bend, OR 97702

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

10. First Interstate Bank

First Interstate Bank

1700 NE 3rd St, Bend, OR 97701

OPEN NOW:9:00 am - 5:30 pm

From Business: First Interstate Bank in Bend, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a first-time home…

11. Mark Greaney - Financial Advisor, Ameriprise Financial Services

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…

12. First Interstate Bank

First Interstate Bank

200 SW Century Dr, Bend, OR 97702

OPEN NOW:9:00 am - 5:30 pm

From Business: First Interstate Bank in Bend, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a first-time home…

13. Up And Running Bookkeeping & Business Services

Up And Running Bookkeeping & Business Services

1051 SW Crosscut Ct, Bend, OR 97702

From Business: Certified QuickBooks ProAdvisor -- QuickBooks consulting, set up and training. I specialize in one on one instruction and problem solving, at your office or home office, with…

YP
20 Years
in Business

14. Edward Jones - Financial Advisor: Kenny Hadden, CFP®

Edward Jones - Financial Advisor: Kenny Hadden, CFP®

3052 NW Merchant Way Ste 107, Bend, OR 97703

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

15. Chase Bank

Chase Bank

61479 S Highway 97, Bend, OR 97702

OPEN NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

16. Edward Jones - Financial Advisor: Aaron J Thompson

Edward Jones - Financial Advisor: Aaron J Thompson

62930 O B Riley Rd Ste 110, Bend, OR 97703

OPEN NOW:8:30 am - 4:00 pm

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

17. Edward Jones - Financial Advisor: Travis M Waiton, ChFC®|AAMS®

Edward Jones - Financial Advisor: Travis M Waiton, ChFC®|AAMS®

900 NW Mt Washington Dr Ste 115, Bend, OR 97703

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

18. Edward Jones - Financial Advisor: Eric Carmichael

Edward Jones - Financial Advisor: Eric Carmichael

695 NW York Dr Ste 210, Bend, OR 97703

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

19. Ronnie Scheller - Financial Advisor, Ameriprise Financial Services

Ronnie Scheller - Financial Advisor, Ameriprise Financial Services

2855 NW Crossing Dr Ste 210, Bend, OR 97703

OPEN NOW:8:00 am - 5:00 pm

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…

20. First Interstate Bank

First Interstate Bank

61250 S Highway 97, Bend, OR 97702

OPEN NOW:9:00 am - 5:30 pm

From Business: First Interstate Bank in Bend, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a first-time home…

21. First Interstate Bank

First Interstate Bank

2630 NE Highway 20, Bend, OR 97701

OPEN NOW:9:00 am - 5:30 pm

From Business: First Interstate Bank in Bend, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a first-time home…

22. Laurie Mushlitz - COUNTRY Financial Representative

Laurie Mushlitz - COUNTRY Financial Representative

334 NE Irving Ave Ste 105, Bend, OR 97701

OPEN NOW:8:00 am - 5:00 pm

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

23. Transworld Business Advisors of Oregon Central

Transworld Business Advisors of Oregon Central

206 SE Taft Ave, Bend, OR 97702

OPEN NOW:8:00 am - 5:30 pm

From Business: Transworld Business Brokers is the world leader in the marketing and sales of businesses and commercial real estate. Whether you represent an acquisition-minded corporation, or…

24. Bankers Life

Bankers Life

1011 SW Emkay Dr Ste 208, Bend, OR 97702

From Business: Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our…

25. U.S. Bank

U.S. Bank

2650 NE Highway 20 Ste 110, Bend, OR 97701

From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Bend,…

26. Theresa Rossman, LUTCF

Theresa Rossman, LUTCF

777 NW Wall St, Ste 309, Bend, OR 97703

OPEN NOW:9:00 am - 5:00 pm

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…

YP
27 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
103 Years
in Business

28. Northwest Community Credit Union

Northwest Community Credit Union

61490 S Highway 97, Bend, OR 97702

OPEN NOW:9:00 am - 5:30 pm

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…

YP
76 Years
in Business

29. Edward Jones - Financial Advisor: Eric Pashia

Edward Jones - Financial Advisor: Eric Pashia

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

OPEN NOW:9:00 am - 5:00 pm

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
103 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…

We found 146 results for Financial Services in or near Bend, OR.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including River West, Southern Crossing, and Orchard District.