Cascade Financial Strategies, LLC.

The team at Cascade Financial Strategies excels at financial planning and wealth management. Their focus on socially and environmentally responsible investing is unique and gives me the peace of mind that my assets are being well managed without compromising my values. In my experience, CFS is small enough to know and care for each client, while being large enough to have all the resources needed for today's investing. I have worked with several nationally known investment outfits over the years and can vouch for the trustworthiness, sincerity, and excellence of CFS. ...I never feel like investment adjustments are motivated by a big bank's priority du jour. My investments have been in Jack's hands for about fifteen years (through boom and bust economies) and I will continue to partner with him and the CFS team into the future.
8 years ago (17-11-2017)

Cascade Financial Services is incredible! Their team is great at what they do and their commitment to socially responsible investing truly sets them apart.
8 years ago (22-09-2017)

Very friendly, down to earth, knowledgeable, do their research staff! Highly recommend Cascade Financial Strategies!
8 years ago (13-10-2017)

When my father died, the last thing I wanted to worry about was whether I was doing the right thing with my inheritance. Jack was unbelievably generous and patient as he explained the ins and outs of investing and analyzed my newly-acquired portfolio. I love how much he cares about his clients and I love that he's a certified expert (the only one in Central Oregon) in socially responsible investing.
8 years ago (24-03-2017)

I feel confident recommending Cascade Financial Strategies to my clients, especially when I think they can benefit from working with a Certified Financial Planner, or if I know that they are interested in socially responsible investing. I trust Jack to offer reliable investment and financial planning advice to my clients so I can focus on helping them with their taxes.
9 years ago (09-09-2016)