Bend, OR Investment Service

This is a fund with an outstanding strategy. High returns that meet my investment goals and literally accelerates the transition to clean energy. I love that I can help b ... more

Jack rocks and really knows his stuff. Definitely will recommend him to others,

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

I will be the first to admit that I am not the easiest customer, especially concerning financial matters such as these.  Brian has been very patient with my questions, co ... more

Drive-up service only.

Amazing customer service! Nick was friendly, patient, and helpful with replacing my lost debit card and asking if he could help me with anything else. Thanks Nick!

After leaving my previous employer, I had a decent amount of money in my retirement account. The company that managed my 401K cashed one day and convinced me to roll over ... more

Jack rocks and really knows his stuff. Definitely will recommend him to others,

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

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

As you well know, I don't often endorse people, places or things UNLESS I personally believe in them. Well as many of you know, I have been traveling back and forth for f ... more

Andy was awesome. Timely, reliable and really great work. Highly recommend!

Brooks Capital Strategies has done an outstanding job setting me up with a great financial plan for my family. Adam is very trustworthy and I have always been confident i ... more

We have been with Merit Wealth Management for almost 5 years now. I was immediately impressed by how knowledgable Jeff Griswold and his team were. They are always acces ... more

💰 money spot G spot The Beautiful People 108 We Love OBAMA 108

Sharon has helped me with two projects. One with my office and one with one of my bathrooms in my home. I can not say enough positive things about her. The process was ... more

Golfside investments, The Biggest "EXTREME RIPOFF" in Bend Or. My Husband and I we're newlyweds, and He was shipped to Iraq! We we're buying a home in Golfside at the tim ... more

Not good.