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When guiding you toward the financial future you want, we strive to generate and appraise a big-picture view of your investment goals. Then we develop a long-term plan that considers these goals, as well as your personality, your needs and how each financial decision you make affects other aspects of your life.
In developing your personal financial plan*, Bend Financial Group offers a number of professional services, including:
Investment Products • Investment Education
Estate Planning • Wealth Management
Education Funding Products • Retirement Planning
Insurance • Trust Services** • Socially Responsible Investing
Hourly Consulting • Charitable Funding
*Financial planning is offered through LPL Financial.
**Trust services offered through The Private Trust Company, N.A.,
an affiliate of LPL Financial.
400 SW Bluff Drive, Suite 101 • Bend, Oregon 97702 • (541) 306-4570 • Toll Free (866) 875-3856
customercare@bendfinancial.com
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The LPL Financial registered representatives associated with this site may only discuss
and/or transact securities business with residents of OR, WA, CA, ID and AZ.
All content ©2009, Bend Financial Group, LLC
and/or transact securities business with residents of OR, WA, CA, ID and AZ.
All content ©2009, Bend Financial Group, LLC