Axiom Wealth Strategies

Financial Planners

243 SW Scalehouse Loop # 3B, Bend, OR 97702
(541) 389-7777
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Reviews for Axiom Wealth Strategies

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  • Nov 2022

    I have been working with Neil Richards for the last 18 years. He is hard working and dependable. I’m not his wealthiest client but he always treats me like I am. I feel like I have a friend watching out for me. I’m very happy with the growth my investments and appreciate everything that Neil has done for me

  • Nov 2022

    Neal has gone over and above getting my portfolio on track after a poor experience from another "wealth" advisor. I can now sleep at night and be more secure about my financial future because of Neals guidance.

  • Nov 2022

    Neal Richards has been our financial advisor for three years, originally through the offices of Cascade Financial Strategies, most recently in his office at Axiom Wealth Strategies.Neal has been a valuable partner in our financial future, I consider him a trusted friend, more than simply an adviser. He has shown interest in our overall wellbeing, with of course sound financial strategy being first priority.Neal has made a point to address our financial goals, and has made recommendations to achieve those goals.He has listened to our concerns and assisted us greatly in making the best financial decisions possible.I have recommended Neal's service to many of my friends...read full review

From Axiom Wealth Strategies

Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term. We meet folks where they are and listen, with a desire to intently hear them. We dialogue together and make it easy to begin the process of building today the future one wants to see tomorrow. We work with many young families, widows/widowers, and those planning for retirement. We are fee-only and exclusively work as a fiduciary to our clients.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Axiom Wealth Strategies

243 SW Scalehouse Loop # 3B, Bend

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