We have been so please with Jack's approach to investing. He listens to our wants and needs and has…read moredone an excellent job in helping out retirement nest egg grow. One of the many things I appreciate is his business plan. Since they are a fee-based advisor, Jack is better able to provide investment guidance that is in our best interests. Previously, we had an advisor that has locked us into investments for over 8 years and I have no idea if or when I can liquidate them. This is a company that works hard to grow our investments and so far, has exceeded our exceptions. We realize there is risk in investing, but Jack has navigated the sometimes rough seas and we have benefited greatly.

From the owner: Our fee-only firm is planning-based, which means that all recommendations are based on our client's…read moreunique 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 to align your values with your investments. Call anytime to set-up a free initial consultation.

Suzanne Daniel met with our friend and ourselves to help the friend get her finances in order. She…read morecouldn't have been more helpful or more pleasant, and we are most grateful for her help. Would highly recommend considering this establishment if you need to organize your financial resources.

I have worked with Jennifer on complex trust, estate, and elder law issues, and found her to be…read moreexcellent. Professional fiduciaries are third-party managers of a person's financial and health care affairs, and must have the utmost competence, integrity, and interpersonal skills to do their job right. These are qualities that Jennifer exemplifies.

From the owner: Jennifer Feehan is a National Certified Guardian and a Licensed Private Professional Fiduciary…read more Jennifer serves as a fiduciary in roles such as a Trustee, Administrator, Personal Representative, Agent under Power of Attorney for Finance, Conservator and Representative Payee. Her private fiduciary management firm, offering services to Southern California and Central Oregon, is dedicated to helping her clients with their day to day estate management in accordance with the terms of their trust, will, court order or settlement agreement, and in adherence to state laws and fiduciary standards of practice. Services offered are: ​Trust Administration - Living Trustor(s) ​​Trust Administration - Deceased Trustor(s) ​Special Needs Trust Administration ​Probate Estate Administration ​Power of Attorney for Finance ​Conservatorship of the Estate ​Trust Protector and Special Trustee Appointments ​Fiduciary Accounting Preparation Bill Payment Services/Daily Money Management ​Representative Payee and VA Fiduciary

There are so many financial services and advisors in the world and yet Ameriprise Financial…read moreAdvisors of Bend may have the distinction of being the most unprofessional of them all. I had a very bad experience with PacWest Wealth Partners arm of Ameriprise here in Bend. It was easily the worst that I have ever been treated. Go to a firm that will respect you and tell you the truth. Unprofessional would be the kindest thing I could say about my experience with them.

Worked with Jordan to create a retirement strategy and also plan for college for my newborn. He was…read moreextremely helpful, and I know I will be contacting him often regarding my financial needs.

Met with Jordan to review current retirement savings and discuss goals for long term savings and…read moreretirement investments. Jordan was very knowledgeable and answered the many questions I had on what I'm currently doing and ways to improve. It was good to have an open and honest conversation about personal finance, as well as plan for the future. I would definitely recommend Jordan and Edward Jones as a financial advisor.

I've been under advisement with Ryan for a relatively short time, but in that time he has given me…read moresome outstanding advice. I first sat down with Ryan Thornton last year to discuss retirement funding as well as some general financial planning. Let me start by saying that I do NOT currently have a million-dollar portfolio (nowhere near it!). So, the time and attention Ryan gave me was my 1st glimpse at his good character. Being a small business owner, Ryan asked me a lot of very good questions about my business and gained a comprehensive knowledge of my business model moving forward. He also asked me about my investing experience, my risk-tolerance and all the other questions I'd expect from a good financial advisor. Then he asked me this: Do you have an "emergency fund"? I thought: "...is this a pitch for me to buy some special mutual fund or other investment...?". He then went on to say:"... my initial advice to you would be to create an "emergency fund" - perhaps in the form of a safety-deposit box where you can store an amount of cash equal to 3-month's salary...Before you start investing with me, it would be a good idea to have this fund set up to cover any unforeseen expenses like emergency medical bills, needing a new car after an accident, not being able to work for a time, needing or wanting to lend money to family member or friend in need...etc.etc. ..because it would give you some piece-of-mind of knowing that you may not have to dip into retirement savings if such things should come up..." - Glimpse #2 at Ryan's good character! (he has the long-term AND the short-term in mind) Ever since I finished raising the money for my "emergency fund", Ryan has been completely optimizing my modest portfolio. I happily pay Ryan the very reasonable monthly fees for his continued effort with this. I am over 50, and once again (for the 1st time in a long time) I am energized and inspired to invest in my future. I'd just like to say "thank you Ryan" for helping me create a realistic foundation with a realistic plan to ACTUALLY achieve my retirement goals! (perhaps a few less grey hairs along the way!) HIRE THIS GUY! (you'll thank him too!!!) Chris

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Update: I finally…read moregot the company to dump Morgan Stanley!!!! Yay! I moved my now $15k and the rest of the $600k+ in other employees' accounts (including about $400k in the principal attorney's account) to a new brokerage house that doesn't screw us so bad. It just goes to show that with enough facts and dedication you can get the HR people to finally listen.