Strassman & Assoc.

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

Located in Bend, OR, Bob Reininger - Raymond James is a financial services company dedicated to providing personalized wealth management solutions, investment banking, asset management, and capital market services. Serving a diverse clientele encompassing individuals, businesses, and municipalities, they offer tailored financial planning, portfolio advisory strategies, investment research, and specialized assistance aligned with each client's unique objectives. With a foundation built on extensive experience, Bob Reininger - Raymond James excels in guiding clients through intricate financial landscapes with a focus on meticulous analysis and individualized care. Their approach prioritizes prudent risk management while presenting opportunities for financial growth, protection, and seamless wealth transfer. Combining a global reach with a local community-centered ethos, the company prides itself on delivering attentive, impactful, and goal-driven solutions to meet the diverse needs of their clients. Generated using this brand's available information

Located in Bend, OR, Clay Trenz - Raymond James is a financial services company specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and client-specific goal-based assistance. Drawing on decades of experience, the team at Clay Trenz - Raymond James is dedicated to guiding clients through intricate financial scenarios with personalized attention and detailed analysis. Emphasizing prudent risk management, the company provides clients with opportunities to enhance, safeguard, and efficiently transfer their financial assets. Despite its global reach, Clay Trenz - Raymond James maintains a community-focused approach, prioritizing attentive, objective-based solutions that are both meaningful and impactful. By delivering thoughtful guidance and fostering a commitment to excellence, they ensure clients receive tailored financial strategies that align with their unique objectives. Generated using this brand's available information