About Cascade Financial Strategies, LLC.
Cascade Financial Strategies, LLC is praised for its exceptional financial planning and advisory services. Clients appreciate the personalized attention and responsiveness from the team, especially Jack, who excels in investment guidance and retirement planning. He offers clear explanations of financial details and maintains a calm, professional demeanor during uncertain times. Clients also value the informative learning events hosted by the firm. The use of planning software allows for thorough assessments and scenario exploration, making it a reliable choice for anyone seeking comprehensive financial management and support. Overall, Cascade Financial Strategies is highly recommended for its dedication to client satisfaction and effective financial strategies.
I've had the pleasure of working with Cascade Financial Strategies here in Bend Oregon and am extremely impressed with their team. Both Jack and Marc are so attentive. From our first time meeting, I could tell they really listened when I walked through my goals and talked through all the concerns and considerations I brought to the table. They're so easy to work with and would happily recommend them again and again.
Cascade has done a superlative job of handling our investment accounts. Being well into our retirement their defensive strategy to check market fluctuations has been a cornerstone of our program. We are indebted to CFS, LLC's commitment to our well-being. George and Liz
After cycling through a couple of financial advisors who weren’t meeting our hopes and expectations, we found Jack Schniepp, who is wonderful. He has done a great job for us in every way - managing our portfolio according to our ages and needs and comfort with risk, providing us with software to see for ourselves how we’re doing with our goals, and able to communicate complex economic and market strategies in a manner that is clear and straightforward so that we can understand what he’s doing and what our options are. We highly recommend him without hesitation.