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

My partner and I attended their dinner last night at The Oxford Hotel and we found Cathy and Ryan…read moreto be not only extremely knowledgeable but very compassionate l, caring people. We thank you both for inviting us to your event and for sharing your expertise with us.

I would give this business negative stars if it was possible. I signed up for the program, this…read moreevening, received an Email confirmation, and then when I showed up was turned away. In the past, I've signed up, because they keep posting invites on my Facebook news feed, and they've called and said I couldn't come, but no such thing today. I signed up a couple of weeks ago, and got the Email confirmation back on May 3, 2019. This time, there was no call to tell me not to come, so I figured enough time had passed since my last attendance that they wanted me back. I guess that wasn't the case, and they certainly weren't about to make a space for me, even with my Email confirmation, which said, "We look forward to seeing you at Oxford Hotel on May 14, 2019 6:00PM" Sad! Very sad!

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.

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.

I have been banking with SELCO since 1983 and it has only been getting better and better over the…read moreyears. I strongly recommend them for checking and savings accounts as well as personal loans and credit lines. The customer service I have received has always been excellent from staff that are very knowledgeable.