Financial Planning | Wealth Management | Bend, OR
Invest in Your Future
We are not your standard investment advisors. We are your financial family.
OUR SERVICES
Catering to a wide audience, 2260 West, LLC offers financial planning and wealth management services to individuals, businesses, estates, and trusts.
Personal Financial Planning
Wealth Management
Business Financial Planning
Financial Consulting
OUR SERVICES
Catering to a wide audience, 2260 West, LLC offers financial planning and wealth management services to individuals, businesses, estates, and trusts.
Personal Financial Planning
Business Financial Planning
Wealth Management
Financial Consulting
MISSION STATEMENT
“To guide our clients along their financial journey through expertise and professionalism.”
ABOUT OUR TEAM
At 2260 West, LLC, our team is focused on our client’s financial well-being. We operate in our clients’ best interests to fulfill their financial planning and wealth management needs. Our team of certified professionals has extensive experience in the financial industry.
We have multiple CFP®s and CPAs on staff and utilize cutting-edge technology to streamline the client experience. Our background in tax gives us an upper hand in the financial planning sector. We are problem solvers and cater to a wide audience with various issues.