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Cascade Financial Strategies, LLC.

Financial Planners Member since 2023

Call (541) 678-5475
5.0 / 5

5.0 from 22 reviews on Google

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243 SW Scalehouse Loop, Bend, OR 97702 (541) 678-5475
Reputation

What people are saying

Our family had known Jack Schniepp for a few years before asking him to help us sort out our retirement options. Same Jack we've known. Friendly, low-key, professional. Since that initial meeting we've been back to CASCADE FINANCIAL STRATEGIES, LLC for a couple of tune-ups, and we must say we're very happy with the service we've received. We needed a finance pro in our corner. We have one in Jack Schniepp! Eric and Kimberley McKaig Bend, OR

EM Eric McKaig May 11, 2022

Thank you Jack for choosing to sponsor our Green Drinks event! Jack genuinely cares about investing in the Central Oregon community. We have really appreciated his support and commitment to sustainability.

EC Environmental Center May 27, 2022

My husband and I are so happy with our advisor, Neal Richards. Last year, we were seeking a SmartVestor Pro and my husband found Neal. From the beginning, Neal took a lot of time to ensure he knew our goals and our concerns. Neal values educating us and keeping clients updated. He will send long, detailed and very thoughtful emails to clients explaining his thoughts on the market and why. He has a relaxed manner and a brilliant mind with finance. During these recent stressful weeks, we soon realized we could put our worries aside. With Neal at the helm, our investments are clearly in strong and capable hands. If you're looking for a new advisor or are just not incredibly pleased with your current advisor, I strongly recommend you set an appointment with Neal. You'll receive a level of service that's outstanding and a caring person who is authentic and knowledgeable. He's definitely a standout among many.

TP Teresa Parmele May 7, 2020

Reviews posted on Google.