Mercer Advisors

COPIA Wealth Management is a full-service financial firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing customized and transparent financial solutions. Their comprehensive services include financial planning, asset management, business retirement plans, estate and legacy planning, and risk management. The team at COPIA consists of experienced professionals who prioritize relationship-building and community involvement, reflecting the firm's family-oriented values. With a commitment to helping clients achieve their financial goals, COPIA Wealth Management fosters a collaborative environment where every member is invested in the success of their clients. Generated from the website

Northwest Tax, LLC is a reputable tax practice located in Bend, Oregon, offering a comprehensive range of tax and accounting services. With over 36 years of experience, their founder, Jack Pound, brings a unique perspective from his previous work with the IRS, enabling him to provide sound tax counsel to clients. Committed to delivering honest, efficient, and affordable service, Northwest Tax, LLC is dedicated to meeting the diverse needs of their clients while maintaining a personalized and friendly approach. As a small tax practice, Northwest Tax, LLC combines expertise with a caring attitude, ensuring that clients receive the attention they deserve. With a recent transition to remote operations, they continue to serve clients through their client portal and mailing service, providing convenient and secure access to important tax information. Whether it's tax planning, filing, or general accounting services, Northwest Tax, LLC is a trusted partner for individuals and businesses seeking reliable tax expertise in the Bend area.Generated from the website