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Financial Advisors in Bend, OR

How to choose a financial advisor in Bend

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Donald Hahn

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bend, OR

ProfileNo contact yet

Diane Carter

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bend, OR

ProfileNo contact yet

Storm Maxey

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bend, OR

ProfileNo contact yet

Maro Paz

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bend, OR

ProfileNo contact yet

Ryan Sindt

Financial Advisor

Wells Fargo Clearing Services, Llc

Bend, OR

ProfileNo contact yet

Anna Hansen

Financial Advisor

Prospera Financial Services, Inc.

Bend, OR

ProfileNo contact yet
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