Oregon > Bend Yellow Pages > Finance > Investment Services & Advisors

Bend Investment Services & Advisors

Local Businesses: 57

Advisory Services & Investments Llc

15 Southwest Colorado Avenue Suite 280
Bend, OR 97702-1645
(541) 617-0898
Randy Miller (Owner)
Categories: Investment Services & Advisors

American Orient

1169 Northwest Constellation Drive
Bend, OR 97701-5471
(541) 728-0752
Categories: Financial Planning Consultants

Ameriprise Financial

214 Southeast Vine Lane
Bend, OR 97702-1622
(541) 389-2528
Suzanne Johannsen
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

35 Northwest Hawthorne Avenue Suite 2
Bend, OR 97701-2909
(541) 389-0889
Suzanne Johannsen (Financial Advisor)
Categories: Financial Services, Financial Planning Consultants

Ascent Capital Management Llc

975 Southwest Colorado Avenue Suite 200
Bend, OR 97702-3161
(541) 382-4847 +view more
Scott Agnew (Owner)
Categories: Investment Services & Advisors, Financial Planning Consultants

Bend Financial Group

243 Southwest Scalehouse Loop Suite 5b
Bend, OR 97702-1281
(541) 306-4570
John Strassman (Owner)
Categories: Financing Personal, Financial Planning Consultants

Breeze Financial Group

384 Southwest Upper Terrace Drive Suite 102
Bend, OR 97702-1887
(562) 633-4141 +view more
Categories: Financial Services, Insurance Carriers, Financial Planning Consultants

Brooks Capital Strategies

360 Southwest Powerhouse Drive Suite 310
Bend, OR 97702-3298
(541) 330-6411
Categories: Financial Planning Consultants

Capstone Wealth Management Group Llc - Bend

1051 Northwest Bond Street Suite 200
Bend, OR 97701-2059
(541) 330-0266 +view more
Mike Conrad (Owner)
Categories: Tax Return Preparation, Public Accountants, Retirement Planning Consultants & Services

Cascade Advisory Group Inc

1051 Northwest Bond Street Suite 200
Bend, OR 97701-2059
(541) 323-6751
Categories: Investment Services & Advisors

Centerra Capital Inc

1123 Northwest Bond Street
Bend, OR 97701-1901
(541) 306-4259
Categories: Investment Services & Advisors

Copia Wealth Management Llc

15 Southwest Colorado Avenue Suite 5
Bend, OR 97702-1229
(541) 647-2545
Categories: Financial Planning Consultants

Cornerstone Financial Planning Group Llc

424 Northeast Kearney Avenue
Bend, OR 97701-4519
(541) 388-1708 +view more
Barbara Seaman (Lutcf)
Services: Financial Planning, Retirement * Investment, Insurance Services*
Categories: Retirement Planning Consultants & Services, Financial Planning Consultants

Country Insurance & Financial Services

REAL PEOPLE. REAL ANSWERS. REAL QUICK.
775 Southwest Bonnett Way Suite 200
Bend, OR 97702-2080
(541) 388-9000
Chris Lawrence (Executive)
Products: Annuities, Combination Policies, Individual Policies, Workers Compensation,…
Services: Helping You Achieve, Insurance For Your:, Life Home Auto, Farm Business Retirement,…
Categories: Insurance Carriers, Financial Planning Consultants

Country Insurance & Financial Services

REAL PEOPLE. REAL ANSWERS. REAL QUICK.
20360 Empire Avenue Suite B6
Bend, OR 97701-5709
(541) 382-0471 +view more
Loni Waak (Principal)
Products: Annuities, Combination Policies, Individual Policies, Workers Compensation,…
Services: Helping You Achieve, Insurance For Your:, Life Home Auto, Farm Business Retirement,…
Categories: Insurance Carriers, Financial Planning Consultants

Country Insurance & Financial Services

REAL PEOPLE. REAL ANSWERS. REAL QUICK.
334 Northeast Irving Avenue Suite 105
Bend, OR 97701-4710
(541) 318-6105 +view more
Andy Meeuwsen (Manager)
Products: Annuities, Combination Policies, Individual Policies, Workers Compensation,…
Services: Helping You Achieve, Insurance For Your:, Life Home Auto, Farm Business Retirement,…
Categories: Insurance Carriers, Financial Planning Consultants

D.A. Davidson & Co

360 Southwest Bond Street Suite 300
Bend, OR 97702-3540
(541) 330-8964
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Eagle Wealth Mgmt Financial

525 Northeast Greenwood Avenue
Bend, OR 97701-4609
(541) 330-0220
Products: Annuities
Services: Business Services, Consultations, Estate Planning, Tax Services, Commercial…
Categories: Financial Planning Consultants

Edward Jones - Financial Advisor: Danielle Baptist

MAKING SENSE OF INVESTING
334 Northeast Irving Avenue Suite 101
Bend, OR 97701-4710
(541) 389-0100
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Joel M Hoffman

MAKING SENSE OF INVESTING
1288 Southwest Simpson Avenue Suite B2
Bend, OR 97702-3196
(541) 382-7398
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: John A Morgan

MAKING SENSE OF INVESTING
1247 Northeast Medical Center Drive Suite 2
Bend, OR 97701-3882
(541) 382-0853
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Justin Lappe

MAKING SENSE OF INVESTING
1444 Northwest College Way Suite 2
Bend, OR 97701-1419
(541) 330-4329
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Kate E Gaughan

MAKING SENSE OF INVESTING
760 Northwest Harriman Street Suite 103
Bend, OR 97701-2789
(541) 389-4363
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Mark A Schang

MAKING SENSE OF INVESTING
1180 Southeast 3rd Street Suite H
Bend, OR 97702-1729
(541) 617-8861
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tyler E Mackeson

MAKING SENSE OF INVESTING
320 Southwest Upper Terrace Drive Suite 103
Bend, OR 97702-1384
(541) 330-4096
Products: Bend Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Ek Riley Investments Llc

1005 Southwest Disk Drive Suite 101
Bend, OR 97702-3385
(541) 633-7837 +view more
Categories: Investment Services & Advisors

Felder & Company

1236 Northwest Fort Clatsop Street
Bend, OR 97701-5494
(541) 389-3345
Categories: Investment Services & Advisors

Flight Capital Management

628 Northwest York Drive Suite 100
Bend, OR 97701-1572
(541) 639-8869
Categories: Investment Services & Advisors

Full Access

711 Northeast Butler Market Road
Bend, OR 97701-8083
(541) 749-2158
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Griffon Financial Planning Inc.

780 Northwest York Drive Suite 105
Bend, OR 97701-1054
(541) 317-1617
Ann Laferriere (Cfp)
Services: Experienced Investment, Management & Retirement Planning, A Refreshing Way…
Categories: Investment Services & Advisors, Retirement Planning Consultants & Services, Financial Planning Consultants, Security Brokers & Dealers

James Property Investments

15 Southwest Colorado Avenue Suite 320
Bend, OR 97702-1149
(541) 382-7165
Categories: Financial Planning Consultants, Real Estate

Members Financial Services

202 Northeast Olney Avenue
Bend, OR 97701-4251
(541) 322-5745
Services: Financial Planning, Retirement Planning, 401K Planning For Businesses, Life…
Categories: Financial Services, Financial Planning Consultants

Merrill Lynch

755 Southwest Bonnett Way Suite 2200
Bend, OR 97702-1177
(541) 382-4373
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mike Nichols-Principle Broker

1340 Northwest Wall Street
Bend, OR 97701-1985
(541) 382-1214
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Money Management International

1010 Northwest 14th Street
Bend, OR 97701-2190
(541) 389-1963
Categories: Credit & Debt Counseling Services, Financial Planning Consultants

Morgan Stanley

705 Southwest Bonnett Way Suite 1200
Bend, OR 97702-1069
(541) 389-1282
Bill Brewer (Manager)
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Asset Management, Brokerage Services, Budgeting, Business Services, Charitable…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Morgan Stanley

Bend, OR 97701
(800) 432-0500
Categories: Financial Planning Consultants, Security Brokers & Dealers

Northwest Quadrant Wealth Management

63088 18th Street Suite 200
Bend, OR 97701-7102
(541) 388-9888 +view more
Tyler Simones (Partner)
Categories: Financial Management & Consulting

Northwest Quadrant Wealth Management

Bend, OR 97701
(800) 743-0988
Categories: Business Services, Investment Services & Advisors

Northwest Retirement Services

233 Southwest Wilson Avenue Suite 6
Bend, OR 97702-3373
(541) 706-9211
Categories: Retirement Planning Consultants & Services, Home Health Care

Paul Tornay Allstate

560 Northeast Greenwood Avenue
Bend, OR 97701-4643
(541) 388-2136
Categories: Fire, Marine & Casualty Insurance, Investment Services & Advisors

Pelican Bay Forest

18 Northwest Oregon Avenue
Bend, OR 97701-2729
(541) 312-9526
Categories: Security Brokers & Dealers, Nonmetallic Mineral Services

Rackleff & Associates

61368 Elkhorn Street
Bend, OR 97702-2189
(541) 388-8235
Theresa Rackleff
Categories: Financial Planning Consultants

Rbc Wealth Management

1133 Northwest Wall Street
Bend, OR 97701-1962
(541) 385-5026
Tom Meagher (Manager)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations
Categories: Security Brokers & Dealers

Rhythm Wealth Management

1133 Northwest Wall Street Suite 1
Bend, OR 97701-1976
(541) 639-4830 +view more
Categories: Financial Management & Consulting

Rosell Wealth Management

550 Northwest Franklin Avenue Suite 368
Bend, OR 97701-2895
(541) 385-8831 +view more
David Rosell (President)
Categories: Financial Management & Consulting

Sundowner Capital Management Llc

725 Northwest Broadway Street Suite 1
Bend, OR 97701-2778
(541) 389-3311
Doug Downer (Owner)
Categories: Investment Services & Advisors

U.S. Bank

175 Southeast Reed Market Road
Bend, OR 97702-1746
(541) 388-3434 +view more
Stephen Pappas (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

2650 Northeast Highway 20 Suite 110
Bend, OR 97701-6976
(541) 318-4797 +view more
Jason Kenyon (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

86 Southwest Century Drive
Bend, OR 97702-1133
(541) 633-1200 +view more
Kim Mikkelson (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

61155 South Highway 97
Bend, OR 97702-2523
(541) 389-4772 +view more
Danyell Dettra (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Ubs Financial Services

600 Southwest Columbia Street
Bend, OR 97702-1099
(541) 617-7020
Keith Morgan
Products: Bonds, Futures, International Securities, Iras, Loans, Mutual Funds, Stocks,…
Services: Asset Management, Banking, Brokerage Services, Business Loans, Business Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Valentine Ventures

289 Northwest 16th Street
Bend, OR 97701-3064
(541) 389-4148
William Iv (Owner)
Categories: Investment Services & Advisors

Waddell & Reed

210 Southwest Wilson Avenue Suite 219
Bend, OR 97702-3592
(541) 647-1986
Kevin Hoar
Categories: Financial Planning Consultants

Walters Mel Investments & Insurance - Kms Financial Services Inc

869 Northwest Wall Street Suite 203
Bend, OR 97701-2746
(541) 388-4505
Mel Walters (Owner)
Categories: Insurance Carriers, Financial Planning Consultants, Security Brokers & Dealers

Willamette Financial

2514 Northeast Division Street
Bend, OR 97701-3516
(541) 330-7454
Categories: Financial Planning Consultants

Zivney Financial Group Llc

25 Northwest Irving Avenue
Bend, OR 97701-2011
(541) 330-7590
Categories: Retirement Planning Consultants & Services, Financial Planning Consultants
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