We are a boutique firm offering Socially Responsible Investments (SRI)
Our comprehensive financial planning process is more than just investments. As our clients are unique, our strategies that direct their financial strategies are as well. Our comprehensive planning strategies include a well-developed plan aligned to lifetime financial goals.
COMPLIMENTARY ASSESSMENT
Get started today with a complimentary assessment of your financial plan. You will receive a "Financial Planning Bend, Oregon Checklist" to start you on the right path.
ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
PHONE
A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies