Why choose this provider?
Northwind Financial LLC assists individuals and families in Bend in managing finances. It helps clients create financial strategies that are compatible with their goals at every stage of life. It provides asset and liability assessments to estimate net worth and crafts investment and tax strategies and retirement plans based on the client's risk tolerance, values, long-term goals, and legacy. The owner, Bradley J. Boeck, is a chartered financial consultant with over 21 years of experience.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail