Merrill Lynch Financial Advisor Wendy Theetge

Services Offered

• Investment advice
• Financial planning
• Investment strategies

About

Wendy Theetge is a financial advisor based in Bend, Oregon, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Wendy provides comprehensive financial planning services, focusing on helping individuals and families navigate their financial journeys. Her approach is centered on understanding each client's unique situation to develop effective investment strategies.

Reviews

Location

Business Information