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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 |
We could not be happier with our experience at CFS. My wife and I transferred our investment accounts to them because we felt we weren't receiving the personal attention and responsiveness we were looking for with our previous advisors. Since that time, not only has our financial performance been exceptional, but Jack and his staff have been there to provide very timely, courteous and professional responses to any questions and or requests that we may have. I would highly recommend CFS to anyone looking for highly personaliz... read more
Jack is a great financial planner and advisor. He helps me understand the spreadsheets, and invests in the direction I am interested in supporting. He also has a big picture view of my age, retirement planning, and estate planning. He reviews all my private and public investments and offers averages and advice. He’s also very even and non-emotional, offering appropriate counsel in unsteady financial times. CFS also host neat little learning get together a couple times a year- Cascade financial services is a great team to wor... read more
We worked with Jack to do a one-off retirement planning assessment. We really appreciated Jack's thoroughness in reviewing our financial position and our goals looking ahead. Access to the planning software dashboard gave us the opportunity to explore different potential scenarios. We'll happily go back to Jack and CFS for another review of our position in the future.
We worked with Jack to do a one-off retirement planning assessment. We really appreciated Jack's thoroughness in reviewing our financial position and our goals looking ahead. Access to the planning software dashboard gave us the opportunity to explore different potential scenarios. We'll happily go back to Jack and CFS for another review of our position in the future.
Great people to work with!
Frequently asked questions about Cascade Financial
How is Cascade Financial rated?
Cascade Financial has a 5 star rating with 30 reviews.
When is Cascade Financial open?
Cascade Financial is open now. It will close at 4:30 p.m.
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