Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Our mission is to help families and professionals build confidence in their finances. We provide expert financial planning guidance using state-of-the-art tools to supplement our Fiduciary Practice. Our philosophy is that: 1. Planning is a collaborative process. 2. Clients are best-served by a fiduciary who provides advice based solely on the client's best interest. 3. Each client deserves a plan that integrates all the facets of their financial picture. By focusing on what matters most to you, we build a bespoke strategy and work together each year to achieve your goals.
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
Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present-and the future.Specialized solutions for: retirement planning, business owners, concentrated stock options, divorce, and dependents with special needs
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.
