Cascade Financial Strategies, LLC. - Bend (OR)

5 /5 Robin Slocum: After cycling through a couple of financial advisors who weren’t meeting our hopes and expectations, we found Jack Schniepp, who is wonderful. He has done a great job for us in every way - managing our portfolio according to our ages and needs and comfort with risk, providing us with software to see for ourselves how we’re doing with our goals, and able to communicate complex economic and market strategies in a manner that is clear and straightforward so that we can understand what he’s doing and what our options are. We highly recommend him without hesitation.

5 /5 stanton cass: Jack and his team are fantastic! We decided to go with them based on their focus on ethical and sustainable investments and are super happy with the various options and performance. Weve only been with CFS for a few months, but so far our investments have well out-perfomed this volatile market were in. I really feel like they have our best interests in mind and are working hard to make positive adjustments and such. Couldnt be happier with our decision and would highly recommend to anyone who is looking for financial services.

5 /5 piper lucas: Jack is a great financial planner and advisor. He helps me understand the spreadsheets, and invests in the direction I am interested in supporting. He also has a big picture view of my age, retirement planning, and estate planning. He reviews all my private and public investments and offers averages and advice. He’s also very even and non-emotional, offering appropriate counsel in unsteady financial times. CFS also host neat little learning get together a couple times a year- Cascade financial services is a great team to work with!

5 /5 William Cannon: Been working with Jack for a number of years. He provides solid advice and is understanding of individuals financial goals. It is always a pleasure to work with him and his team.

5 /5 Catherine Cranston: Jack has been very helpful in taking care of my personal investment accounts. He has expertly advised me on my children’s educational funds. He has also managed my business account even to the point of exceeding our expectations. He and Julie return calls quickly and and work efficiently.