Mercer Advisors - Bend

Azure Tax and Accounting is committed to making a difference in the Bend, OR community. Our mission is to make tax and accounting understandable through CLEAR and concise communication. We aim to be a reliable and CREDIBLE advisor for our clients, built on a foundation of trust. We know the importance of strong business relationships. That's why we're COMMITTED to seeing things through for our clients. Trusted advice all year long. Schedule your consultation today!

Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it. Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present-and the future. Specialized solutions for: retirement planning, business owners, concentrated stock options, divorce, and dependents with special needs

COPIA Wealth Management is a full-service financial firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing customized and transparent financial solutions. Their comprehensive services include financial planning, asset management, business retirement plans, estate and legacy planning, and risk management. The team at COPIA consists of experienced professionals who prioritize relationship-building and community involvement, reflecting the firm's family-oriented values. With a commitment to helping clients achieve their financial goals, COPIA Wealth Management fosters a collaborative environment where every member is invested in the success of their clients. Generated from the website