Cascade Financial Strategies
Finance · Oregon, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
243 SW Scalehouse Loop Ste 5B, Bend, Ore...Phone Number
(541) 678-5475Website
www.cascadefs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Cascade Financial Strategies
Cascade Financial Strategies is a fee-only financial advisory firm based in Bend, OR, specializing in personalized financial planning and Socially Responsible Investments. The firm offers a range of services including investment management, retirement planning, legacy planning, and wealth management, all guided by a CERTIFIED FINANCIAL PLANNER (CFP). Their mission is to provide unbiased, fiduciary advice that aligns with clients' values and financial goals. They serve individuals and families throughout Central Oregon, ensuring a commitment to ethical and transparent financial guidance.Explore more
Cascade Financial Strategies Org Chart
JS
Certified Financial Planner
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Cascade Financial Strategies your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Cascade Financial Strategies launches new products
Congratulate Masked Content for being promoted to Masked Content at Cascade Financial Strategies
Check if Cascade Financial Strategies has recently received funding, and reach out quickly before it becomes old news!
Check out if Cascade Financial Strategies is spiking on competitors!
Cascade Financial Strategies, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Click to see if Cascade Financial Strategies had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Cascade Financial Strategies has new funding data
Earning: See what the market has to say on Cascade Financial Strategies recently announced quarterly report
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Cascade Financial Strategies
Compare insights from companies similar to Cascade Financial Strategies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Cascade Financial Strategies is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cascade Financial Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cascade Financial Strategies.
Cascade Financial Strategies Tech Stack
A closer look at the technologies used by Cascade Financial Strategies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Cascade Financial Strategies
Sign Up For FreeTo access detailed company insights
Cascade Financial Strategies is a fee-only financial advisory firm based in Bend, OR, specializing in personalized financial planning and Socially Responsible Investments. The firm offers a range of services including investment management, retirement planning, legacy planning, and wealth management, all guided by a CERTIFIED FINANCIAL PLANNER (CFP... Read More
