Bend, OR Financial Planner

Mark Greaney is extremely wonderful to work with. We self-managed our own "investments" with little to show for about 20+ years and were extremely nervous about our reti ... more

I’ve been a customer of James for many years and I plan on being one for many more. He has helped me insure numerous houses,cars, and businesses with nothing but excell ... more

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

Rob,Matt and Lori are absolutely amazing,caring, compassionate people,We are absolutely so grateful to Thrivent/staff,They truly listen and are very thorough with clients ... more

Paul Leapaldt is a true , honest soul who deserves to be your representative. He has been ours for many years! Thank you for your patience and guidance! Blessings,Celeste

Brian, has been truly exceptional working with us to develop and implement the right financial plans for us. His expertise, continual advice and attention to detail has ... more

Don is as good as they come. Honest, hard-working, and a fierce advocate for his clients. Thank you, Don. You're the best!

I have worked with Suzanne Johannsen for years. I have never experienced rudeness of any kind from her office staff. And Suzanne herself is that rare combination of war ... more

Connor and his team are incredible. Made what seems complicated easy for my wife and I to understand. Highly recommend!

Trustworthy, reliable, sound advice and practices! Everything you need in a financial advisor!

Best Service, and Food!! Steak was AMAZING!! Sauces are Great too, but you won't need them for the steak

This review is long overdue. Aaron has helped shepherd my money for at least 10 years now. I have been very happy with his service. He understands my investment goals, ... more

If you are a business person looking to grow, be more profitable, or prepare for a sale, Fowler & Co is your best resource. Greg has many resources available to help, and ... more

These guys are a hidden gem of financial advisors. Small, but excellent and personalized service rarely found anywhere these days. Because of their services we were able ... more

Met for a consultation. Got some good advice and opinions on our investing. Very honest. Will be doing business in the future.

Honestly, I do not like dealing with investments, it is completely uninteresting to me which makes it way more important to have BJ helping me out. I was ripped off pret ... more

I have sent multiple friends of mine to Kara while they were navigating some tough times, and they have come back with rave reviews about how kind, helpful, professional, ... more

I've been working with Greg for 2 years now and I couldn't be happier. He takes the time to sit and review things with you. He listens to your input and gives educated ad ... more

Ben Petersen has been taking care of my investments now for close to a decade. He always picks up my calls and is available for review when needed. His experience and gui ... more

Customer service in this branch just doesnt exist. I truly despise BofA but the staff in here are even a few steps down from that. Sorry for the inconvenience and asking ... more