Cascade Financial Strategies, LLC.

Services Offered

• Financial Planning
• Investment Management
• Socially Responsible Investing (ESG)

About

Cascade Financial Strategies is a financial planning firm based in Bend, Oregon, dedicated to providing tailored financial planning and investment management services. As a fee-only fiduciary, they focus on aligning financial strategies with client goals, including options for socially responsible (ESG) portfolios. The firm has been serving clients throughout Central Oregon since 2013, emphasizing a comprehensive planning process that addresses unique client needs. Their services are designed for individuals and families seeking to achieve their lifetime financial goals.

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