Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in Bend, Portland and John Day, Oregon. The firm’s roots go back to 1964 and continue to be based on the solid values of absolute honesty, and a thorough understanding of each client’s values, financial goals and risk tolerance. Our services include personal consultation, preparation of written financial plan as well as ongoing asset allocation and portfolio management. Most services are offered on a fee basis as an alternative to traditional commission-based compensation.
63088 NE 18th Street, Bend, Oregon, USA, 97701
Reviews (0)Be the first to review this listing!