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Cascade Financial

5.0

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

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WeekdayScheduleStatus
Mon7:00 a.m. to 4:30 p.m.
Tue7:00 a.m. to 4:30 p.m.
Wed7:00 a.m. to 4:30 p.m.
Thu7:00 a.m. to 4:30 p.m.
Fri7:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
5.039 reviews
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Richard Cedros's profile image
Richard Cedros 
on Google
4 days ago

Jack and Marc are both friendly, professional at knowledgeable. 

William Cannon's profile image
William Cannon 
on Google
2 months ago

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. 

George Andreev's profile image
George Andreev 
on Google
3 months ago

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 

Brad Wallace's profile image
Brad Wallace 
on Google
3 months ago

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! 

Diana Macdougall's profile image
Diana Macdougall 
on Google
3 months ago

Jack keeps an open line of communications and always available to answer my questions. 

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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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