Financial planning, investment management, life insurance, disability insurance, long term care insurance
Closed now
Closed now
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bend, OR area, Suzanne Johannsen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
MCS Financial Advisors is an independent, privately owned, fee-only wealth management firm. MCS specializes in providing hard-to-break wealth management strategies for high-net-worth families.
Making Sense of Investing
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Closed now
Ascent Capital Management is an independent investment advisory firm located in Bend Oregon. Our founding partners are successful CPAs and investment advisors. We can help you create a clear path to financial success by integrating innovative financial planning advice with thoughtful investment strategies and on-going advisory services. Our firm is distinguished by the extensive financial and investment expertise of our partners. Our advisory services include advice on complex financial matters such as: preparing for a successful retirement tax minimization alternatives concentrated stock strategies philanthropic guidance estate planning We invite you to see how we can improve your path to success. Call us today for a free consultation, you won't be disappointed.
