Top 30 Financial Services Companies in Bend

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Below is the list of Top 30 Financial Services Companies in Bend ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bend

1. Northwestern Home Loans

Industry: Financial Services

Location: Bend, Oregon

Website: northwesternhomeloans.com

Company Founded: 2010

Company Size: 11-50

Company Address: 906 Northwest Harriman Street, Bend, Oregon, United States

Northwestern Home Loans Contact Details

Name Title LinkedIn Phone Email
Matthew Keck Business Manager - Producing
Matthew Sieverson Mortgage Advisor
Matt Advocate Nmls #114939 - Branch Manager
Brandon Mears Mortgage Loan Officer
Kelly Baer Licensed Loan Partner
Danielle Gregory Nmls # 1552238
Dana Bruce Mortgage Loan Officer Nmls 284298
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Legal Compliance & Advisory
IoT-enabled Smart Banking Solutions
Tax Planning & Strategy
Financial Forecasting & Modeling
and more

2. Net Worth Strategies, Inc.

Industry: Financial Services

Location: Bend, Oregon

Website: stockopter.com

Company Founded: 1998

Company Size: 1-10

Net Worth Strategies, Inc. Contact Details

Name Title LinkedIn Phone Email
Bill Dillhoefer Chief Executive Officer
Bill Briggs Chairman, President, And Chief Executive Officer
Kellye Pape Vice President Of Operations
Kellye Pape Vice President Of Administration
Requires/Intent
Investment Advisory
Omnichannel Customer Support
AI-powered Financial Insights
Securities Trading & Brokerage
and more

3. Lifeexec

Industry: Financial Services

Location: Bend, Oregon

Website: lifeexec.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1375 Southeast Wilson Avenue, Bend, Oregon, United States

Lifeexec Contact Details

Name Title LinkedIn Phone Email
Damian Sander Senior Affiliate Advisor
Ken York Founder
Requires/Intent
Branding & Public Relations
Investment Advisory
Debt Collection & Recovery
Business Strategy & Growth Consulting
Technology Consulting
and more

4. Allegiant Partners Incorporated

Industry: Financial Services

Location: Bend, Oregon

Website: allegiant-partners.com

Company Founded: 1998

Company Size: 51-200

Company Address: 63056 Lower Meadow Drive, Bend, Oregon, United States

Allegiant Partners Incorporated Contact Details

Name Title LinkedIn Phone Email
Troy Macvicar Staff Accountant
Sarah Uballez Vp, Treasury And Accounting
Briana Gagné Funding Operations Manager
Austin Kingsley National Account Manager
Sighly Wolfkeil Commercial Financing And Sales
Clfp Jordan Wellman National Account Manager
Jacquelyne Burdette Digital Content Coordinator
Requires/Intent and 5 more Employees
Insurance & Underwriting Services
Corporate Finance Strategy
Banking & Payment Processing
and more

5. Spearhead Valuation Group

Industry: Financial Services

Location: Bend, Oregon

Website: spearheadvaluation.com

Company Size: 1-10

Spearhead Valuation Group Contact Details

Name Title LinkedIn Phone Email
Matt Kaufman Principal
Requires/Intent
Digital Payment & Subscription Solutions
Omnichannel Customer Support
Performance Tracking & KPI Analytics
and more

6. Mackeson Advisory

Industry: Financial Services

Location: Bend, Oregon

Website: mackesonadvisory.com

Company Size: 1-10

Company Address: 777 Southwest Mill View Way, Bend, Oregon, United States

Mackeson Advisory Contact Details

Name Title LinkedIn Phone Email
Eric Maki Lpl Investment Advisor
Requires/Intent
Business Strategy & Growth Consulting
Blockchain & Cryptocurrency Solutions
Mobile App Development For Financial Services
Technology Consulting
and more

7. Miller Ferrari Wealth Management

Industry: Financial Services

Location: Bend, Oregon

Website: millerferrari.com

Company Size: 1-10

Company Address: 400 Southwest Bluff Drive, Bend, Oregon, United States

Miller Ferrari Wealth Management Contact Details

Name Title LinkedIn Phone Email
Charles Ferrari Financial Advisor
Requires/Intent
Mergers & Acquisitions Advisory
Blockchain & Cryptocurrency Solutions
Corporate Finance Strategy
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
and more

8. Atlas Guides

Industry: Financial Services

Location: Bend, Oregon

Website: atlasguides.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1288 Southwest Simpson Avenue, Bend, Oregon, United States

Atlas Guides Contact Details

Name Title LinkedIn Phone Email
Natalie Mcmillan Marketing Director
Paul Bodnar Founder And Chief Executive Officer
Requires/Intent
Financial Forecasting & Modeling
Insurance & Underwriting Services
Digital Payment & Subscription Solutions
Wealth Management
Fraud Detection & Prevention
and more

9. Yesoms

Industry: Financial Services

Location: Bend, Oregon

Website: yesoms.com

Company Founded: 2019

Company Size: 1-10

Company Address: 1001 Southwest Emkay Drive, Bend, Oregon, United States

Yesoms Contact Details

Name Title LinkedIn Phone Email
Taylor Mahony Founder, Ceo, Cto, Full Stack Development
Requires/Intent
Hedge Fund & Private Equity Consulting
Asset Management
Cybersecurity & Data Protection
Risk Assessment & Mitigation
and more

10. Hurley Financial Group

Industry: Financial Services

Location: Bend, Oregon

Website: hurleyfinancial.com

Company Size: 1-10

Company Address: 1070 Northwest Bond Street, Bend, Oregon, United States

Hurley Financial Group Contact Details

Name Title LinkedIn Phone Email
Dorann Hurley President
Requires/Intent
Online Advertising & SEO
Accounting Services
Credit Rating & Analysis
API Integration For FinTech
and more

11. Ascent Capital

Industry: Financial Services

Location: Bend, Oregon

Website: ascentbend.com

Company Founded: 2001

Company Size: 1-10

Company Address: 2796 Northwest Clearwater Drive, Bend, Oregon, United States

Ascent Capital Contact Details

Name Title LinkedIn Phone Email
Zach Boskovich Certified Financial Plannerâ
Requires/Intent
Mortgage & Loan Processing
Sales & Lead Generation Strategy
Compliance & Regulatory Advisory
Securities Trading & Brokerage
Financial Planning & Retirement Solutions
and more

12. Evergreen Capital Holdings

Industry: Financial Services

Location: Bend, Oregon

Website: ease.ie

Company Founded: 2010

Company Size: 1-10

Evergreen Capital Holdings Contact Details

Name Title LinkedIn Phone Email
Felicia Cain Director, Business Development
Felicia Cain Director, Business Development
Felicia Cain Director, Business Development
Rosemary Glaves Vice President Of Evergreen Capital Holdings
Requires/Intent
Asset Management
Fraud Detection & Prevention
Digital Payment & Subscription Solutions
Quality Control & Assurance
Portfolio Management
and more

13. Katahdin Financial Group, Llc

Industry: Financial Services

Location: Bend, Oregon

Website: katahdinfinancialgroup.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1000 Northwest Wall Street, Bend, Oregon, United States

Katahdin Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Cam Miller Lpl Financial Advisor
Requires/Intent
Insurance & Underwriting Services
Mortgage & Loan Processing
and more

14. Flight Capital Management

Industry: Financial Services

Location: Bend, Oregon

Website: flightcapitalmanagement.com

Company Size: 1-10

Flight Capital Management Contact Details

Name Title LinkedIn Phone Email
David Pistor Managing Director
Requires/Intent
AI-powered Financial Insights
Legal Compliance & Advisory
Investment Advisory
Omnichannel Customer Support
Branding & Public Relations
and more

15. Influencemine

Industry: Financial Services

Location: Bend, Oregon

Website: influencemine.io

Company Founded: 2017

Company Size: 1-10

Influencemine Contact Details

Name Title LinkedIn Phone Email
Thom Martinson Director Of Design
Requires/Intent
Sales & Lead Generation Strategy
Treasury & Cash Flow Management
Financial Planning & Retirement Solutions
and more

16. Michrhon, Llc

Industry: Financial Services

Location: Bend, Oregon

Website: michrhonllc.com

Company Founded: 2008

Company Size: 1-10

Company Address: 63528 Pharaoh Court, Bend, Oregon, United States

Michrhon, Llc Contact Details

Name Title LinkedIn Phone Email
Rhonda Smith Co-founder And Chief Operations Officer
Requires/Intent
Omnichannel Customer Support
Investment Advisory
Asset Management
AI-powered Financial Insights
and more

17. Procfo, A Cpa Firm

Industry: Financial Services

Location: Bend, Oregon

Website: procfo.com

Company Founded: 2007

Company Size: 1-10

Procfo, A Cpa Firm Contact Details

Name Title LinkedIn Phone Email
Alida Turner Payroll Specialist
Requires/Intent
Financial Planning & Retirement Solutions
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
and more

18. Credit Associates, Inc.

Industry: Financial Services

Location: Bend, Oregon

Website: creditassociates.net

Company Founded: 2000

Company Size: 1-10

Company Address: 358 Northeast Marshall Avenue, Bend, Oregon, United States

Credit Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Jacob Sander General Manager
Requires/Intent
Customer Relationship Management (CRM)
IoT-enabled Smart Banking Solutions
and more

19. Work Truck Direct

Industry: Financial Services

Location: Bend, Oregon

Website: worktruckdirect.com

Company Size: 11-50

Work Truck Direct Contact Details

Name Title LinkedIn Phone Email
Michael Mccomish Account Executive
Will Schickler Sales Development Representative
Requires/Intent
Credit Rating & Analysis
Wealth Management
Digital Payment & Subscription Solutions
and more

20. The Advisors Forum

Industry: Financial Services

Location: Bend, Oregon

Website: advisorsforum.com

Company Founded: 2006

Company Size: 51-200

The Advisors Forum Contact Details

Name Title LinkedIn Phone Email
Kelly Rees Member Services
Requires/Intent
Banking & Payment Processing
Customer Relationship Management (CRM)
and more

21. Ray Klein Inc

Industry: Financial Services

Location: Bend, Oregon

Company Size: 1-10

Company Address: P/o Box 5849, Bend, Oregon, United States

Ray Klein Inc Contact Details

Name Title LinkedIn Phone Email
Micheal Jump Litigation Representative
Ryan Jones Credit Representative
Requires/Intent
Portfolio Management
Branding & Public Relations
Quality Control & Assurance
Online Advertising & SEO
Fraud Detection & Prevention
and more
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Bend Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Matthew Keck Northwestern Home Loans Business Manager - Producing
2 Matthew Sieverson Northwestern Home Loans Mortgage Advisor
3 Matt Advocate Northwestern Home Loans Nmls #114939 - Branch Manager
4 Brandon Mears Northwestern Home Loans Mortgage Loan Officer
5 Kelly Baer Northwestern Home Loans Licensed Loan Partner
6 Danielle Gregory Northwestern Home Loans Nmls # 1552238
7 Dana Bruce Northwestern Home Loans Mortgage Loan Officer Nmls 284298
8 Bill Dillhoefer Net Worth Strategies, Inc. Chief Executive Officer
9 Bill Briggs Net Worth Strategies, Inc. Chairman, President, And Chief Executive Officer
10 Kellye Pape Net Worth Strategies, Inc. Vice President Of Operations
11 Kellye Pape Net Worth Strategies, Inc. Vice President Of Administration
12 Damian Sander Lifeexec Senior Affiliate Advisor
13 Ken York Lifeexec Founder
14 Troy Macvicar Allegiant Partners Incorporated Staff Accountant
15 Sarah Uballez Allegiant Partners Incorporated Vp, Treasury And Accounting
16 Briana Gagné Allegiant Partners Incorporated Funding Operations Manager
17 Austin Kingsley Allegiant Partners Incorporated National Account Manager
18 Sighly Wolfkeil Allegiant Partners Incorporated Commercial Financing And Sales
19 Clfp Jordan Wellman Allegiant Partners Incorporated National Account Manager
20 Jacquelyne Burdette Allegiant Partners Incorporated Digital Content Coordinator
21 Matt Kaufman Spearhead Valuation Group Principal
22 Eric Maki Mackeson Advisory Lpl Investment Advisor
23 Charles Ferrari Miller Ferrari Wealth Management Financial Advisor
24 Natalie Mcmillan Atlas Guides Marketing Director
25 Paul Bodnar Atlas Guides Founder And Chief Executive Officer
26 Taylor Mahony Yesoms Founder, Ceo, Cto, Full Stack Development
27 Dorann Hurley Hurley Financial Group President
28 Zach Boskovich Ascent Capital Certified Financial Plannerâ
29 Felicia Cain Evergreen Capital Holdings Director, Business Development
30 Felicia Cain Evergreen Capital Holdings Director, Business Development
31 Felicia Cain Evergreen Capital Holdings Director, Business Development
32 Rosemary Glaves Evergreen Capital Holdings Vice President Of Evergreen Capital Holdings
33 Cam Miller Katahdin Financial Group, Llc Lpl Financial Advisor
34 David Pistor Flight Capital Management Managing Director
35 Thom Martinson Influencemine Director Of Design
36 Rhonda Smith Michrhon, Llc Co-founder And Chief Operations Officer
37 Alida Turner Procfo, A Cpa Firm Payroll Specialist
38 Jacob Sander Credit Associates, Inc. General Manager
39 Michael Mccomish Work Truck Direct Account Executive
40 Will Schickler Work Truck Direct Sales Development Representative

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