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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bend is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Bend & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Bend?

Looking for a qualified financial advisor in Bend? We can help you by narrowing down your options & listing the best financial advisors in Bend as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Bend near you with the list of certified and vetted Bend financial advisors.

List of Qualified Financial Advisors in Bend, Oregon

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Charles Tompkins

Securities America Advisors, Inc.

115 Oregon Ave, Suite 21

Bend, OR 97701

541-797-7009

List of Additional Financial Advisors in Bend, Oregon*

* Additional advisor listing is provided in partnership with Yext

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William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6008

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John P Lorenz - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-243-6918

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Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6021

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Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6016

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Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6005

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Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
541-385-6263

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Forest Park Group - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-221-7600

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Keith Rivera, CIMA - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6128

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Morgan Stanley Financial Advisors

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-389-1282

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Scott McVeigh - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6019

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William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6000

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John-Paul Daly - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

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Paul Miller - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

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Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
541-382-2354

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Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
206-319-5202

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Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
541-389-2528

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Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6004

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Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6022

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Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6013

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Bend, OR Branch Office - UBS Financial Services Inc.

600 SW Columbia
Suite 6200

Bend, OR 97702
503-603-6919

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Ryan McHugh, CFP - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6131

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Michael Hurley - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6020

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Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6038

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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