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Kalyx Capital Management
- Financial Services
- Bend, OR
About this business
Location details
750 NW Charbonneau St #211, Bend, OR, 97701, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dave and Tina Thiele are outstanding. Their professionalism in the financial services space is second to none, and their energy, focus, and passion for helping people truly set them apart. When you work with Dave and Tina or their team, you know you’re in excellent hands with a team that genuinely cares and delivers at the highest level.
How do you describe the best financial team in Central Oregon?! The whole team brings a wealth of knowledge whether you’re just starting your financial portfolio or a high income client. They treat you with respect and make the process super fun. I started a an account with David and Tina Thiele. They are absolutely the kindest and coolest people to do business with. Bre and Jeff are awesome too! I highly recommend this team.
Great team and family. Trusted and reliable. Easy to get along with and delivers!
Back in 2017, like many of David's clients, I was sold a limited partnership fund called GPB Capital. The minimum investment was 50k. Fast forward, the fund is under a federal investigation as an alleged Ponzi Scheme. My original investment has never exceeded the 50k, far from it. Worse yet, after a November '21 sale of the fund, the K1 tax forms identify a capital gain...which my year-to-date taxes have me paying out over $7000 in additional federal taxes (5k for 2021 alone) for the priviledge of owning the piece-of-crap...... read more
I have been fortunate to work with Ben Petersen for over a decade now. During that time his willingness to take time to understand my particular and evolving needs and provide tailored advice has been refreshing. He demonstrates expertise on a wide range of investment options and strategies, and an ability to help you to select those that best fit your needs. Under his management my portfolio has seen consistent and outsized growth over the years. I would highly recommend his services to anyone looking for wealth management,... read more
Frequently asked questions about Kalyx Capital Management
How is Kalyx Capital Management rated?
Kalyx Capital Management has a 4.8 star rating with 17 reviews.
When is Kalyx Capital Management open?
Kalyx Capital Management is closed now. It will open tomorrow at 8:00 a.m.
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