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Cascade Financial

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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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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.
Review Performance in the last  
6 months
5.027 reviews
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Frequently asked questions about Cascade Financial

How is Cascade Financial rated?

Cascade Financial has a 5 star rating with 27 reviews. 

When is Cascade Financial open?

Cascade Financial is closed now. It will open tomorrow at 7:00 a.m. 

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