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Best Financial Advisors in Bend

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243 Scalehouse Loop Suite 5B, Bend, OR 97702
Bend, OR 97702
  • Financial Planning

Cascade Financial Strategies aims to help Bend residents who are seeking to learn how to better manage their money. The firm offers financial guidance, assisting clients in achieving financial responsibility and attaining security for both their and their families’ future. Its services include wealth management, retirement planning, and legacy planning. Cascade Financial Strategies also offers socially responsible investing, which takes environmental and social criteria into account before investing. Jack Schniepp is the firm’s owner and financial advisor.

243 Scalehouse Loop Suite 5B, Bend, OR 97702
Bend, OR 97702

Website(541) 678-5475

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

250 NW Franklin Street, Suite 401C, Bend, OR 97701
Bend, OR 97701
  • CFA Charterholder

G. Pollack Financial offers independent financial services to clients throughout the Bend metro area. The firm looks at all aspects of each client's financial life and identifies financial strategies to help them work toward their dreams and goals. It provides personalized guidance in wealth management, education planning, retirement planning, insurance planning, and business succession planning. It also helps optimize gifting and estate plans while addressing tax situations. The firm's president, Gregory M. Pollach, has been a certified financial planner since 2001.

250 NW Franklin Street, Suite 401C, Bend, OR 97701
Bend, OR 97701

Website(541) 323-1008

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

550 NW Franklin Ave Ste 258, Bend, OR 97703
Bend, OR 97703
  • Certified Financial Planner (CFP)

Kara Smith is a financial advisor at Northwestern Mutual whose clientele includes young professionals, young families, and small business owners. She provides assistance regarding life insurance, long-term care, retirement, disability income, and estate planning. Smith also advises individuals on investment and wealth management, as well as employee and executive benefits planning. In addition, she helps them achieve long-term financial security by regularly monitoring their changing needs and situation. Smith caters to diverse communities, including members of the LGBTQ+ community.

550 NW Franklin Ave Ste 258, Bend, OR 97703
Bend, OR 97703

Website(541) 317-0447

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

61239 Tetherow Dr. Suite 209, Bend, OR 97702
Bend, OR 97702
  • Certified Financial Planner (CFP)
  • Financial Planning

Merit Wealth Management, LLC, is a Bend-based company that serves clients across the metro. It advises individuals through the process of financial planning and counsels on areas involving investments and taxes. The company also provides cash flow and debt management services. It maintains "Ideas With Merit," a blog and newsletter that contain information on multiple topics, including cryptocurrency, value premiums, and dollar-cost averaging. Jeff Griswold, the company's lead wealth advisor, has over a decade of experience in finance.

61239 Tetherow Dr. Suite 209, Bend, OR 97702
Bend, OR 97702

Website(888) 516-3748

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2445 Northeast Division Street Waterside Building ..., Bend, OR 97703
Bend, OR 97703
  • Financial Planning

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.

2445 Northeast Division Street Waterside Building ..., Bend, OR 97703
Bend, OR 97703

Website(541) 318-7871

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

404 SW Columbia St., Ste 130, Bend, OR 97702
Bend, OR 97702
  • Financial Planning

Paltzer Wealth Management is a small independent firm serving Bend and its surrounding areas. The firm works closely with its clients to create customized financial solutions and investment strategies that match their goals and lifestyles. Its services include retirement planning, tax-efficient withdrawal strategies, investment management, and holistic financial planning. The firm also assists in social security optimization and analyzes life, long-term care, and disability needs. Jake Paltzer is a wealth consultant at LPL Financial. He also holds a Certified Financial Planner designation.

404 SW Columbia St., Ste 130, Bend, OR 97702
Bend, OR 97702

Website(541) 389-3624

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

444 NE Norton Ave. #101,, Bend, OR 97701
Bend, OR 97701
  • Certified Financial Planner (CFP)
  • Financial Planning

Sherpa Wealth Strategies provides comprehensive financial planning in the Bend metro. The firm employs a process called the Financial Empowerment Journey, where the objective is to put their clients on the path towards achieving their financial goals. It includes services such as mortgage or debt analysis, personal income tax review and planning, social security analysis, and long-term care needs analysis. The firm was named after the local guides of Mt. Everest known as Sherpas, embodying the advocacy of helping clients climb the summits in their lives.

444 NE Norton Ave. #101,, Bend, OR 97701
Bend, OR 97701

Website(541) 408-5647

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

365 NE Greenwood Avenue, Suite #4, Bend, OR 97701
Bend, OR 97701
  • Wealth Management

Strategic Wealth Management LLC serves Bend and the neighboring metros. Founded in 2009, the firm provides assistance to professionals, business owners, and retirees in managing their personal wealth. It offers financial services such as estate, legacy, and retirement planning, taxation control, and wealth management. David Smith, the company president and founder, is dedicated to helping clients achieve financial independence through his guidance and counsel. Smith is a Certified Financial Planner, a Chartered Financial Consultant, and a Certified Plan Fiduciary Advisor.

365 NE Greenwood Avenue, Suite #4, Bend, OR 97701
Bend, OR 97701

Website(541) 385-6263

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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