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Cascade Financial
- Investing
- Bend, OR
About this business
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... read more
Location details
243 SW Scalehouse Loop Ste 3b, Ste 3B, Bend, OR, 97702, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 4:30 p.m. | |
| Tue | 7:00 a.m. to 4:30 p.m. | |
| Wed | 7:00 a.m. to 4:30 p.m. | |
| Thu | 7:00 a.m. to 4:30 p.m. | |
| Fri | 7:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jack and Marc are both friendly, professional at knowledgeable.
Been working with Jack for a number of years. He provides solid advice and is understanding of individuals financial goals. It is always a pleasure to work with him and his team.
Cascade has done a superlative job of handling our investment accounts. Being well into our retirement their defensive strategy to check market fluctuations has been a cornerstone of our program. We are indebted to CFS, LLC's commitment to our well-being. George and Liz
Jack has been beyond excellent in helping with all my financials. He has gone above what a CFP would be expected to do after I lost my wife. Thank you!
Jack keeps an open line of communications and always available to answer my questions.
Frequently asked questions about Cascade Financial
How is Cascade Financial rated?
Cascade Financial has a 5 star rating with 39 reviews.
When is Cascade Financial open?
Cascade Financial is open now. It will close at 4:30 p.m.
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