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4 Financial Planners in Bend, Oregon
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David W. Smith

CFP®, ChFC®, CPFA®

Wealth Manager, Advisor 0.7 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Bend, Oregon and the surrounding communities.

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

365 NE Greenwood Ave, Suite #4
Bend, OR 97701
+ 1 More Address

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

63038 Desert Sage St.
Bend, OR - Oregon 97701
(541) 385-6263
CONNECT WITH David
  • linkedin link

Susan S. Butler

CFP®

Owner/ Life Planning Coach 0.78 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Bend, Oregon and the surrounding communities.

My Financial Harmony

424 NE Kearney Ave.
Bend, OR 97701
(541) 639-3164

Jeffrey B. Yamada

CFP®

Financial Planner 2.14 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Bend, Oregon and the surrounding communities.

MCS Family Wealth Advisors

750 Charbonneau, Ste 201
Bend, OR 97703-7047
+ 1 More Address

MCS Family Wealth Advisors

79 Centennial Loop
Eugene, OR 97401-7906
(800) 525-8808
+1 More Number
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

Matthew Adams

CFP®, CLU, ChFC

Financial Advisor 0.97 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Bend, Oregon and the surrounding communities.

Jones & Roth

300 SW Columbia St, #201
Bend, OR 97702
+ 1 More Address

Jones & Roth

260 Country Club Rd
Eugene, OR 97401-6026
(541) 382-3590
+1 More Number
(541) 382-3590