Mercer Advisors - Bend

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!

Barrons ranked us #1 Registered Investment Advisory firm in the country in 2024, recognizing our dedication to providing a "Family Office for every client" mentality. Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present-and the future.Specialized solutions for: retirement planning, business owners, concentrated stock options, divorce, and dependents with special needs

Devon A. Gaines CPA is a certified public accounting firm located in Bend, Oregon, offering tax preparation planning services for individuals and businesses, as well as overall financial planning and general business advisory services. Their team emphasizes the importance of timeliness, professionalism, and quality to meet each client's specific needs, providing multiple tax services such as tax planning, tax preparation, consulting services, investment services, and IRS representation.Generated from the website