Financial Planners in Bend

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“Jack is a great financial planner and advisor. He helps me understand the spreadsheets, and invests in the direction I am interested in supporting. He also has a big picture view of my age, retirement planning, and estate planning. He reviews all my private and public investments and offers averages and advice. He’s also very even and non-emotional, offering appropriate counsel in unsteady financial times. CFS also host neat little learning get together a couple times a year-
Cascade financial services is a great team to work with!“

“Neal is great to work with. He is patient and willing to teach people with little or no experience investing. He is trust worthy and has his client's best interest in mind.“

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“Great experience with Northwest Quadrant. Highly knowledgeable in best investment strategies.“