Advisory Services & Investments LLC

COPIA Wealth Management is a full-service financial firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing customized and transparent financial solutions. Their comprehensive services include financial planning, asset management, business retirement plans, estate and legacy planning, and risk management. The team at COPIA consists of experienced professionals who prioritize relationship-building and community involvement, reflecting the firm's family-oriented values. With a commitment to helping clients achieve their financial goals, COPIA Wealth Management fosters a collaborative environment where every member is invested in the success of their clients. Generated from the website

Raven Rock Wealth Partners is a trusted financial advisory firm based in Bend, OR, providing comprehensive wealth management services to families, individuals, business owners, corporate executives, retirees, and women investors. With a team of experienced professionals, they offer personalized guidance and strategies tailored to each client's unique financial goals and needs. Committed to their clients' financial well-being, Raven Rock Wealth Partners follows a fiduciary standard, always prioritizing their clients' interests. Whether clients prefer full-service wealth management or specific financial advice, they offer flexible choices to meet their preferences. Additionally, they provide specialized divorce planning services and actively support the local community through their involvement with Friends of the Children Central Oregon, a nonprofit dedicated to breaking the cycle of generational poverty.Generated from the website

Located in Bend, OR, Clay Trenz - Raymond James is a financial services company specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and client-specific goal-based assistance. Drawing on decades of experience, the team at Clay Trenz - Raymond James is dedicated to guiding clients through intricate financial scenarios with personalized attention and detailed analysis. Emphasizing prudent risk management, the company provides clients with opportunities to enhance, safeguard, and efficiently transfer their financial assets. Despite its global reach, Clay Trenz - Raymond James maintains a community-focused approach, prioritizing attentive, objective-based solutions that are both meaningful and impactful. By delivering thoughtful guidance and fostering a commitment to excellence, they ensure clients receive tailored financial strategies that align with their unique objectives. Generated using this brand's available information