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Showing 1 - 3 of 3 results
MCS FINANCIAL ADVISORS, LLC
MCS FINANCIAL ADVISORS, LLC
Bend, Oregon
1-10 employees
The mission of MCS Family Wealth Advisors: Transform Money from a Source of Worry to a Resource for Fulfillment. MCS Purpose: Manage Risk and Increase Wealth MCS Financial Advisors is an independent, privately owned, fee-only wealth management firm. MCS specializes in providing hard-to-break wealth management strategies for high-net-worth families. What makes MCS different is its excellent investment track record combined with the integration of strategies to enhance and build both financial and human capital. Services include asset management, family wealth / business counseling and financial planning.
Retirement Benefits Rank
Top Benefits
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PACIFIC RESOURCE BROKERS LLC
PACIFIC RESOURCE BROKERS LLC
Bend, Oregon
11-50 employees
Pacific Resource Brokers is an architectural masonry products distributor that conveniently brings together buyers and sellers and has been successfully servicing customers since its inception in 2010. The Principals of the company saw a gap in the buying and selling of material goods and were determined to create a company that would provide customers with the ultimate partner throughout the entire building process of residential and commercial projects alike. Our expert team leads to service each customer with full transparency and integrity all while educating and maintaining excellent communication along the way. We pride ourselves on staying on top of industry trends to promote the best quality products and the largest selection in the industry. We proudly hold our vendors, partners and ourselves accountable to ensure each project is a success and our clients feel secure knowing they have an advocate on their side. Lean on our dynamic team for your upcoming project and call our office today!
Retirement Benefits Rank
Market Competitive
ASI WEALTH MANAGEMENT & CONSULTING SERVICES LLC
ASI WEALTH MANAGEMENT & CONSULTING SERVICES LLC
Bend, Oregon
11-50 employees
ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm is an independent Registered Investment Advisor founded in 1998. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits. We’re headquartered in Bend, Oregon, a reflection of our commitment to quality of life, community and living every day to the fullest, with additional offices in Medford, Portland and Seattle. Our addresses may be different, but our hearts are in the same place, united to help our clients live their best lives. Our accreditations and certifications include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate®, CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠ ASI Wealth Management and its employees do not provide tax or legal advice. Investors are strongly urged to consult their tax or legal advisers. Strategies discussed herein may not be suitable for all investors, and such discussions are provided for informational purposes only. The information contained herein, including but not limited to research, market valuations, calculations, estimates and other material obtained from ASI and other sources are believed to be reliable. However, ASI does not warrant its accuracy or completeness. Third party posts that appear on this social media site have not been reviewed or approved by ASI Wealth Management, LLC for completeness or accuracy. Information that has been posted by third-parties does not reflect the views or opinions of the firm.
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Top Benefits