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State DirectoryFinancial Planners in Mountain View Bend, OR
1. Edward Jones - Financial Advisor: John A Morgan
1247 NE Medical Center Dr Ste 2, Bend, OR, 97701
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…
2. Genesis Gold Group
Serving the Bend Area
From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…
4. Paul Leapaldt - Thrivent
2445 NE Division St Ste 100, Bend, OR, 97703
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,…
6. Donald "DJ" Kerr III, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Bend 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…
7. Zivney Financial Group LLC
25 NW Irving Ave, Bend, OR, 97701
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,…
8. Matthew Andres-Burns - Thrivent
62910 Ob Riley Rd Ste 300, Bend, OR, 97703
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,…
9. Rob Burns - Thrivent
62910 Ob Riley Rd Ste 300, Bend, OR, 97703
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,…
10. Greaney, Mark, AGT
35 NW Hawthorne Ave, Bend, OR, 97703
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…
12. G. Pollack Financial
250 NW Franklin Ave Ste 401c, Bend, OR, 97703
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…
13. 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…
17. 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…
18. Ronnie Scheller - Financial Advisor, Ameriprise Financial Services
404 SW Columbia St Ste 140A, 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…
19. Bend, OR Branch Office - UBS Financial Services Inc.
600 SW Columbia St Ste 6200, Bend, OR, 97702
20. Corina Hughes - RBC Wealth Management Financial Advisor
2220 NW Labiche Ln Ste 975, 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…
21. Robert Hakala - RBC Wealth Management Financial Advisor
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…
22. AGP Wealth Advisors - Ameriprise Financial Services
698 NW York Dr Ste 100, Bend, OR, 97703
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…
23. 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…
24. Redmond Christian Church
536 SW 10th St, Redmond, OR, 97756
From Business: We gather regularly together at Redmond Christian Church for unified, joyful, and passionate worship of God, to listen to the preaching of the Word of God, and for the building…
26. Strategic Wealth Management, LLC
20985 Lava Flow Ln, Bend, OR, 97701
30. Laurie Mushlitz - COUNTRY Financial Representative
334 NE Irving Ave Ste 105, Bend, OR, 97701
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…
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