Rosell Wealth Management

Located in Bend, OR, Edward Jones Investments - Trent W Oki is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their approach centers on providing individualized direction, placing a significant emphasis on tailored solutions in investment management, retirement planning, estate planning, and education savings programs. The firm boasts a network of committed financial advisors spread across the country, with a key focus on fostering robust advisor-client relationships through personalized consultations and continuous assistance to equip clients for the diverse stages of life. At Edward Jones Investments - Trent W Oki, the primary focus lies in delivering personalized care to each client, emphasizing the development of customized strategies rather than a one-size-fits-all, transactional model. This commitment ensures that clients have access to thoughtful planning strategies that cater to a wide range of investors, promoting a comprehensive and inclusive approach to financial well-being. With a core philosophy of prioritizing individual client needs, the firm aims to make strategic planning and personalized financial guidance readily available to all, ensuring that clients feel supported and empowered on their financial journey. Generated using this brand's available information

Elevation Capital Strategies in Bend specializes in crafting personalized retirement plans tailored to help individuals achieve their envisioned retirement lifestyle. With a focus on understanding clients' goals and aspirations, their expert team is dedicated to guiding individuals towards a secure and fulfilling retirement future. Generated from their website's infomation

LPL Financial in Bend is the top choice for independent financial advisors seeking investment and business solutions nationwide. With cutting-edge tools, technology, and resources, LPL empowers advisors and their clients to achieve success. Discover how LPL Financial in Bend can support your financial goals and help you thrive in the competitive financial landscape. Explore the unparalleled opportunities for growth and prosperity with LPL's comprehensive suite of services. Generated from their website's infomation