Financial Services Archives

Barbara SeamanFinancial Planner / Advisor

Financial Services

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 SloanFinancial Advisor

ConnectW Board Member: Treasurer

Financial Services

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

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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