At PacWest Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bend, OR area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
PacWest Wealth Partners offers services including retirement planning, family finances, investments, estate planning, education savings, insurance, retirement income strategies, and charitable giving.
Where is PacWest Wealth Partners located?
They are located at 2855 NW Crossing Dr, Ste 210, Bend, OR 97703, USA.
What are the business hours of PacWest Wealth Partners?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Can I schedule an appointment online with PacWest Wealth Partners?
Yes, PacWest Wealth Partners offers online appointments. You can schedule one through their website.
How can I contact PacWest Wealth Partners?
You can contact them by phone at +1 541-382-2354 or by email at pacwestwealthpartners@ampf.com.
Is PacWest Wealth Partners a black-owned business?
No, PacWest Wealth Partners is not a black-owned business.
What nearby health-related services are close to PacWest Wealth Partners?
Nearby health services include Mountain View Acupuncture, Bend Dermatology - West Bend, NewTides Counseling and Wellness, Empower Chiropractic, and Pediatric Dental Associates.
Are there any fitness facilities near PacWest Wealth Partners?
Yes, there are fitness options nearby such as StretchLab and StarCycle Bend where clients can enjoy active lifestyle amenities before or after their financial consultations.
What dining options are available near PacWest Wealth Partners?
Rancher Butcher Chef is a nearby steakhouse and restaurant you might visit before or after your appointment.
What resources or information does PacWest Wealth Partners provide regarding financial advisor credentials?
More information about their advisors is available on FINRA's BrokerCheck website, which helps verify credentials and background.