Home > Oregon > Bend Directory > Financial Planners > Mercer Advisors - Bend

Mercer Advisors - Bend

verified

Financial Planner in Bend

closed
Today 08:00 AM - 05:00 PM

35 NW Hawthorne Ave Bend OR, 97703

(541) 330-0220

website

General Description

We're proud to serve individuals and families throughout Central Oregon with personalized, comprehensive wealth management built around your life, not just your investments. Whether you're preparing for retirement, navigating a major life transition, planning your legacy, or simply looking for a trusted financial partner, you'll find a team that takes the time to listen first, understand your goals, and help create a plan around what's most important to you. We combine the personal relationships and community connection of a Central Oregon office with the resources of a national firm, helping bring clarity to life’s financial decisions so you can spend more time focused on the people, experiences, and future that matter most. Decades of experience serving individuals and families throughout Central Oregon, helping clients navigate complex financial decisions with clarity, confidence, and a personal touch A dedication to taking the time to understand each client’s goals, values, and priorities before building a financial plan tailored to their needs A commitment to bringing together investments, financial planning, tax strategies, retirement income planning, estate planning, insurance, and legacy goals to address each client’s complete financial picture


Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


Mercer Advisors - Bend
35 NW Hawthorne Ave
Bend, OR 97703
(541) 330-0220
Driving Directions

(541) 385-8831

Exemplar Wealth Advisors

550 NW Franklin Avenue, Suite 368 Bend OR
Financial Planner
Circular Image
(541) 604-8603

Mercer Advisors - Bend - Downtown

5 NW Minnesota Ave. Suite 220 Bend OR
Financial Planner
(541) 330-0220

Chad Staskal

35 NW Hawthorne Ave 1 Bend OR
Financial Planner
(541) 330-7590

Zivney Financial Group

25 Nw Irving Ave Bend OR
Financial Planner
(541) 330-7590

Linda Zivney - Raymond James

25 Nw Irving Ave Bend OR
Financial Planner