4 Best Gold IRA Investment Companies Near Me in Bend, OR – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Cascade Financial Strategies, LLC.
ADDRESS: 243 SW Scalehouse Loop #1a, Bend, OR 97702, United States
NUMBER: +1 541-678-5475
SERVICES: Asset Management, Certified Financial Planner, Comprehensive Financial Planning, Comprehensive Investment Management, Customized Services, Financial Advisor, Financial Strategies, Impact Investing, Investment Advice, Investment Management And Financial Planning, Investment Research, Legacy Planning, Retirement Planning & Income Strategies
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve had an excellent experience working with Jack and the team at Cascade Financial Strategies. They’ve supported us with comprehensive financial planning, estate planning and retirement planning, and we truly feel confident about the road ahead. Beyond growing our portfolio with thoughtful, innovative strategies, they consistently help us look around the corner at considerations we might not have thought about as we approach retirement. They are extremely communicative, well prepared and always responsive when we have questions. We feel informed, supported and genuinely cared for. Highly recommend. – Christine Anderson
REVIEW #2 – I’ve had the pleasure of working with Cascade Financial Strategies here in Bend Oregon and am extremely impressed with their team. Both Jack and Marc are so attentive. From our first time meeting, I could tell they really listened when I walked through my goals and talked through all the concerns and considerations I brought to the table. They’re so easy to work with and would happily recommend them again and again. – Tom Lebsack
REVIEW #3 – We’ve been with Cascade Financial Strategies almost 7 years. After a bad experience with a previous Financial Advisor in Vancouver, WA, it was a relief to find a fiduciary advisor. I especially appreciate their focus on Socially, responsible investing. We told them what types of companies and industries we did not want to invest in, and our portfolio has performed well. Jack and his team are friendly, knowledgeable, and responsive. – Lesley Carrell
REVIEW #4 – Awesome team and approach. They’ve been awesome partners specifically in helping us navigate startup-related income and our climate-friendly investment preferences. Would definitely recommend! – Kelsie
REVIEW #5 – Jack is a great financial planner and advisor. He helps me understand the spreadsheets and invests in the direction I am interested in supporting. He also has a big picture view of my age, retirement planning, and estate planning. He reviews all my private and public investments and offers averages and advice. He’s also very even and non-emotional, offering appropriate counsel in unsteady financial times. CFS also host neat little learning get together a couple times a year-
Cascade financial services is a great team to work with! – piper lucas
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North Sister Wealth
ADDRESS: 395 SW Bluff Dr #200, Bend, OR 97702, United States
NUMBER: +1 541-904-0760
SERVICES: Holistic Financial Planning, Wealth Management, Retirement Planning, Tax Planning & Optimization, Estate Planning, Educational Planning, Risk Management and Charitable Giving & Nonprofit Investment Consulting
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Zach has been absolutely incredible to work with since day 1. His guidance, financial and business advice is invaluable. He entertains all the silly investment ideas I come to him with, with a detailed, thoughtful, informed response. He has brought attention to tax saving methods that my accountants have not. Zach is savvy, trustworthy and kind – I’m so grateful to have found him! – Anna Jacobs
REVIEW #2 – North Sister Wealth has my full investment portfolio. I trust Zach Boskovich implicitly. He has managed my portfolio confidently and with great care to balance investing, saving, and charitable contributions. I am always able to reach him and he responds quickly. It would be difficult to find another firm I trust more than North Sister Wealth. – sandy Hough
REVIEW #3 – Zach is always willing to meet with us, review our portfolio, answer our questions, and provide solid recommendations based on our best interests. – Jeff England
REVIEW #4 – Zach is the finest and most trustworthy asset manger, whether in Central Oregon or anywhere. Best decision I ever made was retaining him – Dave Bergman
REVIEW #5 – I can’t recommend Zach highly enough! He is caring, trustworthy, and extremely knowledgeable, and he always takes the time to explain everything clearly. You can tell he genuinely puts his clients first, and I’d highly recommend him to anyone looking for a wealth advisor they can trust. – Sabrina Norton
Living Earth Investments
ADDRESS: 19698 Poplar St, Bend, OR 97702, United States
NUMBER: +1 503-807-2062
SERVICES: Investment Advisor, Investment Management, Retirement Planning, Retirement Solutions, Socially Responsible Investing and Wealth Management
OFFICE HOURS
| Mon | 6:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 6:30 AM – 5:00 PM | |
| Wed | 6:30 AM – 5:00 PM | |
| Thu | 6:30 AM – 5:00 PM | |
| Fri | 6:30 AM – 5:00 PM | |
| Sat | 7:30 AM – 5:00 PM | |
| Sun | 6:30 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had a positive experience with Aaron. He’s incredibly knowledgeable, without any pressure. He took time to understand what would truly benefit me, generously sharing resources and guiding me toward thoughtful, ethical investments. He truly cares about optimizing both your financial goals and making a positive impact. I walked away feeling informed and supported. Highly recommend – Maya Shakti
REVIEW #2 – We had an excellent experience working with Aaron Rivers. From the very beginning, he was professional, kind, and extremely approachable. He took the time to really listen to us and asked thoughtful questions to get a clear picture of our goals, concerns, and overall financial needs at this time.
Aaron did a great job explaining investment basics in a way that was easy to understand, without ever making us feel rushed or overwhelmed. We appreciated how patient and knowledgeable he was, and how carefully he tailored his advice to our specific situation rather than offering generic recommendations.
Overall, we felt confident, respected, and well supported throughout the process. We would absolutely recommend Aaron Rivers anyone looking for clear guidance, sound advice, and a trustworthy advisor who truly cares about their clients. – Elise Bratton Rothamel
REVIEW #3 – This review is long overdue. Aaron has helped shepherd my money for at least 10 years now. I have been very happy with his service. He understands my investment goals, and more importantly to me, my investment values. His communication is timely, professional, and personable. He responds to my questions promptly (and patiently!), and his quarterly reports provide a nice lay-person translation of how my investments are doing. A lot of other firms or advisers now offer options for investing with a conscience, but Aaron saw the need long before it became a trend and has just been doing it longer. He has had my trust from the beginning, and I have not been disappointed. – Amber Chinen
REVIEW #4 – I’ve been with Living Earth Investments since inception. I’ve found Aaron remarkably approachable, accessible, knowledgeable and patient. He’s consistently taken the time to educate me in regard to my finances. His passionate exploration and understanding of the market, market forces and related psychology has paid off greatly. Most importantly, Aaron has involved me in the process every step of the way. I highly recommend Living Earth Investments to novice and seasoned investors alike. – Jake Creviston
REVIEW #5 – My wife and I have worked with Aaron since 2013 and he has seen us through many financial fluctuations, including the pandemic. His investment strategy is research based, founded on a long perspective and sensitive to the health of our earth. He has gone far beyond expectations in helping with retirement planning. We communicate efficiently and often and he gives us thoughtful responses to our questions and ideas. He has consistently achieved returns that far exceed his fees. Above all this, Aaron is sensitive to our psychological needs and anxieties. I can recommend Aaron (AKA Living Earth Investments) without reservation. – Carl Melina
True Wealth Group
ADDRESS: 750 NW Charbonneau St Ste 211, Bend, OR 97703, United States
NUMBER: +1 541-588-5008
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning and Wealth management
OFFICE HOURS
| Mon | 7:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:30 PM | |
| Wed | 7:30 AM – 4:30 PM | |
| Thu | 7:30 AM – 4:30 PM | |
| Fri | 7:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ian from True Wealth Group was recommended to us by our tax accountant. Ian offered us a free 90 minute, no strings attached consultation. We were a bit hesitant based on previous experiences with other financial planners, but Ian made us feel very comfortable from the beginning. We needed some tax planning advice and he was very knowledgeable about it. He suggested a couple of tweaks to our financial planning, but did not try to “sell” us on anything. We came away feeling more comfortable about our finances and with a couple of investment options to pursue. Meeting with Ian was definitely the right thing to do for us. – Carol Riley
REVIEW #2 – My wife and I met with Ian this afternoon. We were pretty clueless about retirement when we went in and both felt positive and empowered when it was over. Ian was honest, kind, and straightforward with us. He has a great sense of humor. We left with a workable plan and money decisions we were now able to make and feel good about. Highly recommend his services. His assistant, Bella, is great too. – Paul S
REVIEW #3 – True Wealth Group (specifically Mat Hunnicutt) was recommended to me by a colleague in 2025. Mat, along with additional help from Eric Fox and Ian Laimbeer, have been extremely helpful in my financial planning over the last several months. They are very quick to respond to any method of communication (very important to me!) and they are clear and concise in their education regarding financial concepts. My initial consultation with them was thorough and specific to my concerns and goals. I plan to continue to use the team at True Wealth Group and I couldn’t recommend them enough! – Kelley L
REVIEW #4 – We met Ian when my mother in law moved in with us. She used to be with Northwest Quadrant. She called them and asked for a meeting and they told her she would have to go to their office in Bend, which she didn’t care for. She said if they wanted her money they should come to her. So my husband called around and was introduced to True Wealth. We contacted them and they scheduled a meeting at our house l! Ian and Eric showed up, on time, and we all had an extremely informative conversation about how they could manage her wealth. She switched to True Wealth that day! After seeing how proactive they were with mom, we also switched to them. They are amazing! Extremely responsive and extremely knowledgeable! We are so happy to have them looking out for us! We couldn’t recommend them highly enough! If you want a wealth manager who is proactive and really working for you you should go with True Wealth!! Their hands on involvement really makes us feel confident that we chose the right people to manage our retirement! They are so much more informative and hands on than the company we were with! Can Not recommend them enough! Call them, talk to them, and you Won’t be disappointed! – Madison Williams
REVIEW #5 – I’ve known Mat and Ian for many years, as they have helped and guided my transition from the workplace to retirement. Their advice is holistic and spans every aspect of my finances, from investments and tax planning, preparations for medicare and social security, major purchases, gift giving and donations.
Mat and Ian have also stepped up beyond expectations, from providing assistance with an estate distribution to helping my youngest establish good financial habits.
Mat and Ian are always available to talk through questions, events and future planning, while they maintain the solid financial foundation they helped create. Being financially sound and free from the associated details allows me to concentrate on other things and enjoy my retirement to the fullest. They have both become very good friends. Thank you guys. – Rod Evans
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