Edward Jones - Financial Advisor: Danielle Baptist

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Zivney Financial Group LLC is an independent firm in Bend, OR. Some services we offer include retirement planning, wealth management planning, strategic asset management, estate planning, financial planning, employee benefits, and education funding. Call us today!

Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it. Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present-and the future. Specialized solutions for: retirement planning, business owners, concentrated stock options, divorce, and dependents with special needs