Chris N.
10/20/2021
We have been so please with Jack's approach to investing. He listens to our wants and needs and has done an excellent job in helping out retirement nest egg grow. One of the many things I...
Cascade Financial Strategies
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[59001 - 59007] Scale House Rd Ste 5B
Bend, OR 97702
Cascade Financial Strategies is an independent, fee-only investment management and financial planning firm nestled in Bend, OR. Specializing in socially responsible investments, they offer personalized guidance from Certified Financial Planners to steer clients toward their optimal financial future.
Going beyond mere investment advice, Cascade's comprehensive financial planning process tailors strategies to individual clients, aligning them with lifetime financial goals. Clients can kickstart their financial journey with a complimentary assessment, inclusive of a "Financial Planning Bend, Oregon Checklist" to set them on the right course.
The firm's blog delves into pertinent financial topics, from year-end tax moves to the surge in ESG investing, providing valuable insights for informed decision-making. Cascade Financial Strategies stands out as a trusted resource for those seeking a holistic approach to financial well-being.
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Reviews
5.02 reviewsNeal R.
10/18/2017
As a member of this firm I would like to share my support of my partner Jack. I have known many financial advisors and I sense that most care for their clients and genuinely try to do the right...
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