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Edward Jones  Arlena Young Profile Image

Edward Jones Arlena YoungFinancial Advisor

Edward Jones

Edward Jones- Arlena Young
963 SW Simpson #100
Bend, OR 97702 | Map

Office: (541) 678-5866

[email protected]

Complimentary Financial Review with Bonus Long Term Strategic Plan
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Lisa Sloan Profile Image

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

[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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Hillary Beelke Profile Image

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

[email protected]

Catherine Christie Profile Image

Catherine Christie

Wells Fargo

[email protected]

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!