Wade Westhoff - Raymond James

Located in Bend, OR, Raymond James is a distinguished financial services company specializing in tailored wealth management, investment banking, asset management, and capital market solutions. Serving a diverse clientele ranging from individuals to businesses and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and customized assistance aligned with each client's unique objectives. Drawing upon decades of expertise, their approach is centered on guiding clients through intricate financial landscapes, providing meticulous analysis and individualized support. Raymond James places a strong emphasis on prudent risk management while presenting clients with opportunities to enhance, safeguard, and efficiently transfer their financial assets. Despite their global reach, the company maintains a local focus, prioritizing community engagement and delivering attentive, objective-driven solutions. By combining meaningful insights with personalized attention, Raymond James remains dedicated to empowering clients to achieve their financial goals through strategic decision-making and thoughtful planning. Generated using this brand's available information

Miller Ferrari Wealth Management is an independent wealth management firm located in the picturesque city of Bend, Oregon. With a team of experienced financial advisors, they offer personalized and value-driven financial planning services, investment management solutions, retirement plan design and management, and risk management assistance. Committed to transparency and driven by their clients' goals, desires, and values, Miller Ferrari Wealth Management takes a team approach and is not beholden to any specific way of doing things. Their portfolios are designed to provide solid, long-term, risk-adjusted returns, and they strive to safeguard their clients' financial future through comprehensive risk management strategies.Generated from the website

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.