This profile has been claimed by the business owner or representative.
About Strategic Wealth Management, LLC STRATEGIC WEALTH MANAGEMENT, LLC, IS A REGISTERED INVESTMENT ADVISER SPECIALIZING IN PROVIDING WEALTH MANAGEMENT SERVICES, COMPREHENSIVE FINANCIAL PLANNING AND CONSULTING SERVICES. SECURITIES ARE OFFERED THROUGH UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, A LIMITED PARTNERSHIP MEMBER FINRA/SIPC. STRATEGIC WEALTH MANAGEMENT, LLC AND UNITED PLANNERS ARE NOT AFFILIATED. Mailing Address P.O. Box 8011Bend, OR 97708
20985 Lava Flow, Bend, OR, 97701, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
David and Shelly are an amazing team. The communication is impeccable and attention to detail qualifying the financial needs of the customer is fantastic. We so appreciate David and Shelly for all of the support and customization. Thank you!
Strategic Wealth Management, LLC has a 5 star rating with 3 reviews.
Strategic Wealth Management, LLC is closed now. It will open on Thursday at 8:00 a.m.