Bend, OR Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

Bend OR

Advisors at this office

3

Advisors at this office

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Mariah H

Series 63, Series 66

Bend, OR

Eagle Strategies (NY Life)

Mariah Hurlburt is a financial advisor with Eagle Strategies (New York Life) based in Bend, Oregon. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior work includes roles at Gritly Partners, LLC and NYLife Securities LLC. Outside of her advisory work, she is involved in forming a professional women's networking group, WOIIA, LLC, focusing on event planning and member vetting. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Robert F

Series 63, Series 65

Bend, OR

Eagle Strategies (NY Life)

Robert Fincham Jr. is a financial advisor with Eagle Strategies (NY Life) in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Eagle Strategies since 1997 and previously established Fincham Financial Group LLC in 2005. Outside of his advisory work, he volunteers on the finance and member experience committees of the Broken Top Community Association and Broken Top Club, and performs music primarily for charitable organizations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a predominantly non-discretionary asset management approach within the integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ashley C

Series 66, Series 63

Bend, OR

Eagle Strategies (NY Life)

Ashley Cedzo is a financial advisor with Eagle Strategies (NY Life) in Bend, OR, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to her current role, she has held positions with NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she is involved with Open Air Design, a company distributing large custom umbrellas primarily for outdoor event spaces and hospitality venues. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored solutions and predominantly non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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