Financial Services and Insurance in Bend
Whether you’re looking for home or auto insurance, mortgage lenders to finance a new home or a financial planner to prepare you for the future, we’ve compiled these referrals for you below.
- Jones & Roth CPAs and Business Advisors — Accountants — 541-382-3590
- Riverview Tax & Accounting PC — Tax Return Preparation — 541-647-6424
- Summit Bank — Banks — 541-317-8000
- OnPoint Community Credit Union – Several Locations — Credit Unions — 541-749-2240
- SELCO Community Credit Union – Several Locations — Credit Unions – Nonprofit — 541-312-1800
- Charles Schwab & Co — Investment Planning — 541-3181794
- Merrill Lynch — Investment Planning – Financial Planning Consultant — 541-382-4373
- Morgan Stanley — Stock and Bond Brokers- Investment Planning- Financial Planning Consultants — 541-389-1282
- Central Financial Services / insurebend.com — Insurance – Life, Disability, Medicare, Health — 541-382-8949
- AIC Insurance Agency — Insurance – General — 541-408-0971
- Brown & Brown Northwest/Lumbermens Insurance — Insurance – General Insurance – Employee Benefits — 541-382-1611
