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Home > Financial Planner Directory > Oregon > Bend > Reese A. Shepard, CFP®, ChFC, MBA
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Reese A. Shepard, CFP®, ChFC, MBA

Morgan Stanley Smith Barney

705 SW Bonnett Way
Suite 1200
Bend, OR 97702
Phone: (541) 617-6019
Fax: (541) 382-7329

Toll-free: (866) 960-6007

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.