Ameriprise Financial

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With over $5 trillion in invested assets globally and a presence in 51 countries, UBS is committed to understanding and meeting the unique financial needs of its clients. Backed by a history of resilience and expertise, UBS provides finely crafted financial advice that helps clients confidently pursue their life goals. As a subsidiary of UBS AG, UBS Financial Services Inc. combines the strength of a global bank with a focus on nurturing the best of its heritage. With a team of specially-accredited Financial Advisors, UBS offers a wide range of resources and services in wealth management and private wealth management. Clients can rely on UBS to deliver the expertise and attention to detail needed to turn their financial vision into a reality.Generated from the website

Zivney Financial Group LLC is an independent firm in Bend, OR. Some services we offer include retirement planning, wealth management planning, strategic asset management, estate planning, financial planning, employee benefits, and education funding. Call us today!