Barbara SeamanFinancial Planner / Advisor
Member since 1987 20+
Cornerstone Financial Planning Group LLC
424 NE Kearney Ave
Bend, OR 97701 | Map
Office: (541) 388-1708
Cell: (541)388-1708
I provide investment and tax strategy advice to help you reduce taxes, increase your income and help you plan for the retirement lifestyle you deserve. Over 30 years experience with happy clients now in retirement who weathered the financial storms!
Arlena YoungFinancial Advisor
Hillary BeelkeFinancial Advisor
ConnectW Board Member: Business Promotions Director
Morgan Stanley
705 SW Bonnett Way
Suite 1200
Bend, OR 97702 | Map
Office: 541-617-6009
Lisa SloanFinancial Advisor
ConnectW Board Member: Treasurer
Member since 2008 10+
Waddell & Reed, Inc.
334 NE Irving Ave, Suite 102
Bend, OR 97701 | Map
Office: 541-382-1456
Cell: 310-403-7168
Cell: 310-403-7168
As a Financial Advisor, I focus on personalized, comprehensive financial planning and helping clients put investment programs in place to pursue their goals and needs.
The biggest compliment I can receive is your referral!
The biggest compliment I can receive is your referral!