Waddell & Reed

Registered Investment Adviser Firm Qualified Retirement Plan Consulting Services Comprehensive Financial Planning Service & Advice Investment Management, Consulting & Advice Business Planning, Consulting

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!

Raymond James Financial Services in Bend, OR, is a trusted provider of personalized wealth management solutions, investment banking, asset management, and capital market services. Catering to individuals, businesses, and municipalities, they offer tailored financial planning, portfolio advisory strategies, and specialized assistance aligned with each client's unique objectives. Drawing on extensive industry expertise, their approach involves in-depth analysis and individualized support to guide clients through intricate financial landscapes. With a global presence and a strong community focus, Raymond James in Bend emphasizes sound risk management practices while presenting clients with avenues to enhance, safeguard, and efficiently transfer their financial assets. Their commitment lies in delivering attentive, insightful, and objective-driven financial strategies that address the diverse needs of their clientele. Whether seeking to grow investments or secure financial legacies, Raymond James stands out for its dedication to providing meaningful solutions grounded in a deep understanding of client goals. Generated using this brand's available information