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Wells Financial Consulting Group, D.A. Davidson & Co.

(541) 312-5815 360 SW Bond St., Suite 300, Bend, OR 97702 M-F 7am-4pm, Sa-Su Closed Official site

Categories: Financial Planning

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We believe the achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. We believe that your investments, cash flow, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; we strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.

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