Cascade Financial Strategies New Firm Video

Address

243 Scalehouse Loop Suite 5B,

Bend, OR 97702

Get in touch

(541) 678-5475

Cascade Financial Strategies New Firm Video

October 23, 2023

Cascade Financial Strategies New Firm Video

Hello,

We hope everyone is enjoying their fall season – wherever that may be. Recently we filmed a new Firm video that highlights a couple of new members. We hope you enjoy the video and thank you for watching. Please don’t hesitate to let us know if we can help in any way as the year winds down.

Best,

CFS Team

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LINKS:

HOURS

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed

ADDRESS

243 SW Scalehouse Loop, Suite 1A,

Bend, OR 97702

PHONE

(541)-678-5475

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

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Cascade Financial Strategies New Firm Video

Year-End Tax Moves: Don’t Leave Money on the Table

Recent Survey Suggests Major Uptick in ESG Investing

LINKS:

HOURS

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