Investment advisory and brokerage services
Welcome to Merrill Lynch in Bend, OR. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Deschutes Investment Consulting brings over 25 years of fiduciary financial guidance to Bend and Central Oregon. As a locally owned, independent firm, we specialize in comprehensive wealth management, retirement planning, and investment consulting for individuals, families, and business owners.Our team of Certified Financial Planner professionals and investment advisors provides objective, fee-based advice designed to help you retire with confidence. Whether you need a personalized financial plan, estate planning strategies, or expert 401(k) consulting for your business, we act as your partner in navigating complex financial landscapes. Visit our Bend office today!
Professional Integrity: Openness and honesty is the bedrock of any relationship, this is the case with our business. Our commitment to our clients is to strive to maintain high ethical standards that are reflected in all our employees. Satisfied Clients: Our clients come first. We start the day with you in mind and end the day making sure we took care of your financial needs. The entire staff will ensure that you receive a prompt and courteous response to every inquiry. We also will make sure you receive open and straight forward advice in regards to your financial situations. Technology Friendly: At NWQ Wealth Management we maintain a focused approach to the use of technology in our industry and ensure that our clients benefit from that technology.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.
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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.
Our fee-only firm is planning-based, which means that all recommendations are based on our client's unique financial circumstances. The plans and investment strategies we put together are driven by client needs not by some sort of crystal ball. Our portfolios are positioned to protect on the downside and our planning strategies cover everything from college planning to estate strategies, tax minimization to alternative long-term care insurance solutions. We also offer Socially Responsible Investment strategies that allow you to align your values with your investments. Call anytime to set-up a free initial consultation.
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