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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 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!
If you are looking for exceptional financial planning with a personal touch, Cascade Financial Strategies is it! Highly recommend their service.
Thank you to CFS for sponsoring our annual Swing for Hope golf tournament! Your support helps put hope within reach of those struggling with addiction in Central Oregon. Thank you for caring about our community!
Jack rocks and really knows his stuff. Definitely will recommend him to others,
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 on Monday at 7:00 a.m.
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