Exemplar Wealth Advisors is boutique financial planning firm based in Bend, Oregon, with a passion for guiding people who've worked hard, built something meaningful, and are ready to make their next chapter truly count. We work with business owners to simplify business sale planning, create efficient tax planning strategies, and guide them through life after the sale. As Exit Planning Advisors, we bring the experience and personal attention needed to help you move forward with confidence to make it count. Founded by David Rosell over 25 years ago and now co-led by Emma James, our firm is intentionally designed to serve a select group of individuals and families who value depth, trust, and real guidance through life's biggest financial miles
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A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
Bend Oregon born in raised local female owned business, Legacy Investments, Bend OR and her Legacy Team strives to grow and protect their integrity and character in the long Jevity of their client/friendships throughout the years. We specialize in new construction new homebuying invest in developing and bringing businesses in people and Dreams together. We have an house lending property management and credit services to help any runner get them from point a to point B and supporting them through the whole process from start to finish from fixing credit to get an approved so funny in that home we are here for you for the long-haul!
As a COUNTRY Financial® representative, I am able to help provide financial security by working directly with individuals like you to identify your specific needs. We then offer a full range of insurance and financial products and services to help you protect what's important today, and help create a plan to point you toward a bright financial future.
Integral CFO provides integral accounting services. Carol Hall, an Oregon-based CPA, is a fractional CFO offering B2C and B2B bookkeeping. Accounting and bookkeeping services for startups and enterprises are personalized for every growth stage. Hire part time CFO services today.
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