Where are Cascade Financial Strategies's Headquarters?

Cascade Financial Strategies's Headquarters are in 243 Scalehouse Loop Suite 3B,Bend,Oregon,United States

What is Cascade Financial Strategies's phone number?

Cascade Financial Strategies's phone number is +1 541-678-5475

What is Cascade Financial Strategies's official website?

Cascade Financial Strategies's official website is https://www.cascadefs.com

What is Cascade Financial Strategies's Revenue?

Cascade Financial Strategies's revenue is $0 - 1M

What is Cascade Financial Strategies's NAICS code?

Cascade Financial Strategies's NAICS code is 523110

How many employees are working in Cascade Financial Strategies

Cascade Financial Strategies has 3 employees

What is Cascade Financial Strategies's Industry?

Cascade Financial Strategies is in the industry of Financial Services

Who is Cascade Financial Strategies's Director Of Operations?

Cascade Financial Strategies's Director Of Operations is Carrie Eacker

Cascade Financial Strategies

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Description

Values-Driven Investing Cascade Financial Strategies (CFS) specializes in Socially Responsible Investing (SRI). This strategy aligns an investors values with the companies and strategies that they invest in, generally in the areas of environmental sustainability, social responsibility, and corporate governance. Cascade Financial Strategies is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. Cascade Financial Strategies is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living. CFS maintains a blog on the subject of socially responsible investing at: www.sribend.com Unbiased Advice Cascade Financial Strategies is a Registered Investment Advisor (RIA) and Limited Liability Corporation (LLC) registered with the state of Oregon. Through this entity, fee-based investment management and financial planning is provided. Fee-Based Planning When a client enters into a financial planning or investment management agreement with Cascade Financial Strategies, the advice rendered will not include transaction charges for the purchase of investment or insurance products. Most fees are based on the amount of assets that are managed or on the scope of the financial planning that is accomplished. By conducting fee-based rather than transaction-based business, clients can be confident that their best interests are upheld and shared by their financial planner. Our mission is to provide clients with planning-based strategies that address every financial obstacle they may face throughout their lifetime. Cascade Financial Strategies is a Registered Investment Advisor.
Headquarters:243 Scalehouse Loop Suite 3B, Bend, Oregon, United States
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Phone Number: +1 541-678-5475
Website: https://www.cascadefs.com
Employees:3
Revenue:$0 - 1M
Legal Name:Cascade Financial Strategies
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| NAICS Code: 523110 |
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Director Of Operations for Cascade Financial Strategies

Carrie Eacker

Director Of Operations

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