Susan Butler, CFP® Profile Image

Susan Butler, CFP®Certified Financial Planner™ / Financial Life Coach

Member since 2008 10+

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My Financial Harmony

424 NE Kearney Ave
Bend, OR 97701 | Map

Office: (541) 639-3164

Cell: (541) 815-9814

www.myfinancialharmony.com

[email protected]

Free Financial Harmony Consultation
Empowering women in pursuit of their authentic life and passion. Gain confidence in your life and your finances. Discover your true joy and fulfillment!
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Barbara Seaman Profile Image

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

www.cornerstonefinancialbend .com

[email protected]

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!
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Lisa Sloan Profile Image

Lisa SloanFinancial Advisor

ConnectW Board Member: Treasurer

Member since 2008 10+

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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

http://www.waddell.com

[email protected]

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!



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Arlena Young Profile Image

Arlena YoungFinancial Advisor

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Hillary Beelke Profile Image

Hillary BeelkeFinancial Advisor

Morgan Stanley

705 SW Bonnett Way
Suite 1200
Bend, OR 97702 | Map

Office: 541-617-6009

[email protected]

With a background in teaching, I take pride in educating my clients to help them make informed and calculated decisions. My team and I will work to define your financial and non-financial needs and together we will implement a investment strategy to help you achieve your life's goals.