Find a business

        NOTICE
        We're simplifying your Yellow Pages experience by removing Favorites and Collection Folders in July 2024. Please save your favorite businesses elsewhere before then.
        (541) 585-2606CallVisit WebsiteVisit WebsiteMap & DirectionsDirections750 NW York Dr Ste 105Bend, OR 97701Write a ReviewWrite Review

        More Info

        Let Us Guard Your Wealth.

        General Info
        Just as the griffon of mythology guarded gold and treasure, Griffon Financial Planning Inc. is here to help guard your money and financial future. We are a fee-only investment management and financial planning firm headquartered in Bend, OR, and serving Central Oregon. President Ann Laferriere, CFP, is a Certified Financial Planner. She and the rest of our team are passionate about helping people achieve their financial dreams. Committed to objectivity, Griffon Financial Planning Inc. does not receive commissions or sell products. We work solely for our clients. We offer: • Full-service investment management • Second opinions • Retirement planning and strategies • Comprehensive financial planning • One-time or ongoing advice • Periodic reviews and plan updates We design and recommend custom investment strategies to address our clients' individual needs and concerns. We can provide expert assistance regarding: • Retirement planning • College plans • Estate planning • Money management • Investment advice • 401(k) and 403(b) planning If you are considering investing or already are investing, we can advise you on common stock, bonds, variable annuities, traditional or Roth IRAs, mutual funds, asset allocation and more. Call Griffon Financial Planning Inc. today for a complimentary "get acquainted" meeting.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Fee-Based Financial Planning, Estate Management, Investment Advisory Service, Asset Management, Guardianships, Securities, Annuities, Investments, Mutual Funds, Money Market Funds, Stocks & Bonds.
        Payment method
        cash, check
        Neighborhood
        Summit West
        Other Link

        http://www.griffonfinancial.com

        Categories
        Financial Planning Consultants, Investment Management, Investments

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (541) 585-2606

        Address: 750 NW York Dr Ste 105, Bend, OR 97701

        Website: http://www.griffonfinancial.com