Reviews of Cascade Financial Strategies, LLC. (Financial Consultant)

243 SW Scalehouse Loop #5B, Bend, OR 97702, United States

Average Rating:

DESCRIPTION

You have the information of real people who purchased the products and services of Cascade Financial Strategies, LLC. (Financial Consultant) in Oregon.

To this day the firm has a rating of 5.0 over 5 and this rating is based on 13 reviews.

As you can see it has an average rating is very good, actuality, it achieves the highest score it can achieve., and it is based on quite a few scores, so the assessment is rationally credible, although it doesn't have a elevated amount of valuations to give it total reliability.

You know that we do not usually bother to set scores when they are correct and we usually do it only if we have had a problem or issue...

This Financial Consultant belongs to the category of Financial planner.

Where is Cascade Financial Strategies, LLC.?

REVIEWS OF Cascade Financial Strategies, LLC. IN Oregon

Joey Hamilton

I've been looking for a new firm for financial management and advice because I've just felt like a number with my old firm. I met with Jack and he was very friendly and inviting. I'm not that knowledgable about moving money and how taxes work and Jack really patient and was able to answer all of my questions in way that made it easy for me to understand. I'm looking forward to working with Jack on a plan that works for me.

Dylan Aune

Neal has been helping my father and I with our financial planning and savings for years now. He I’d knowledgeable, caring, and has become a great friend. I highly reccomend Cascade financial strategies.

Joshua Jordan

I feel confident recommending Cascade Financial Strategies to my clients, especially when I think they can benefit from working with a Certified Financial Planner, or if I know that they are interested in socially responsible investing. I trust Jack to offer reliable investment and financial planning advice to my clients so I can focus on helping them with their taxes.

April O'Meara

Cascade Financial Services is incredible! Their team is great at what they do and their commitment to socially responsible investing truly sets them apart.

Riley C.

Thank you Jack... the financial plan you put together and are implementing for my parents is working perfectly, they are so much more relaxed now. Thank you !!!

Chuck Hendricks

Neal is knowledgeable, professional, and goes far beyond the average Financial strategy options available. Highly recommend Neal for all your financial planning. He seems to truly care about his clients financial portfolio and long term goals, and comes up with a great plan to make it happen!

Ryan Andrews

Jack and Neal are very professional and very personable. They have a measured, thoughtful approach to financial planning and investing. Highly recommended.

J Lush

The team at Cascade Financial Strategies excels at financial planning and wealth management. Their focus on socially and environmentally responsible investing is unique and gives me the peace of mind that my assets are being well managed without compromising my values. In my experience, CFS is small enough to know and care for each client, while being large enough to have all the resources needed for today's investing. I have worked with several nationally known investment outfits over the years and can vouch for the trustworthiness, sincerity, and excellence of CFS. ...I never feel like investment adjustments are motivated by a big bank's priority du jour. My investments have been in Jack's hands for about fifteen years (through boom and bust economies) and I will continue to partner with him and the CFS team into the future.

Melissa Schultz

Very friendly, down to earth, knowledgeable, do their research staff! Highly recommend Cascade Financial Strategies!

steven pier

Neil is super knowledgeable, kind, and extremely trustworthy. I would highly recommend him to anyone.

Kyle Taylor

Jack was super friendly and helpful at explaining things to me. I could really tell that he knows what he's doing. I really appreciate his approach to investing.

Linden Gross

When my father died, the last thing I wanted to worry about was whether I was doing the right thing with my inheritance. Jack was unbelievably generous and patient as he explained the ins and outs of investing and analyzed my newly-acquired portfolio. I love how much he cares about his clients and I love that he's a certified expert (the only one in Central Oregon) in socially responsible investing.

Marnie Reid

Jack was a great help to my family as we sorted through our financial options after a loss in the family. He listened to all of our questions without judgment and gave us valuable advice. He is up front regarding costs and an overall trustworthy person. I would highly recommend Cascade Financial Strategies!

Business Hours of Cascade Financial Strategies, LLC. in Oregon

SUNDAY
CLOSED
MONDAY
7AM–4:30PM
TUESDAY
7AM–4:30PM
WEDNESDAY
7AM–4:30PM
THURSDAY
7AM–4:30PM
FRIDAY
7AM–4:30PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Cascade Financial Strategies, LLC. en Oregon
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