Home › Business Search › Oregon › Bend › Financial Planner

Best Financial Planners in Bend, Oregon

3 businesses
Filters
Business type
Location
3 listings
Clear all
Oregon×Bend×Financial Planner×Clear All

Rankings use the published BizScore formulas. How we score

3Financial Planners scored in Bend
64Average BizScore
71Top BizScore
33%AI Visibility 50 or higher
80Average SEO score
4.7Average Google rating (3 rated)

Top Financial Planners in Bend

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-3 of 3 Financial Planners listings in Bend, OR · page 1 of 1

#1Axiom Wealth Strategies

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Axiom Wealth Strategies website

Score breakdown

AI Visibility65
SEO83
Freshness-
AI Ready-
  • Financial Planner
  • Bend, Oregon
  • (541) 389-7777
  • axiomlaw.com

Axiom Wealth Strategies is a Financial Planner in Bend, OR. Axiom provides flexible, on-demand legal talent and services to connect in-house teams with a vetted network of over 14,000 lawyers. The organization specializes in a wide array of practice areas...

Ranked #1 of 3 Financial Planner listings in BendScores updated Jul 14, 2026
Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Northwestern Mutual - Derek Wilcox Financial Representative website

Score breakdown

AI Visibility48
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • Bend, Oregon
  • (541) 639-6354
  • northwesternmutual.com
Ranked #2 of 3 Financial Planner listings in BendScores updated Sep 20, 2026

#3Morgan Stanley Financial Advisors of Bend

4.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
M

Score breakdown

AI Visibility47
SEO75
Freshness-
AI Ready-
  • Financial Planner
  • Bend, Oregon
  • (541) 389-1282
  • morganstanley.com
Ranked #3 of 3 Financial Planner listings in BendScores updated Jul 19, 2026
Is this your business? Claim your free listing →

BizScoreAI ranks 3 financial planners in Bend, Oregon by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Bend ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Bend, Oregon does BizScoreAI track?

3 financial planners in Bend currently meet the profile-quality bar for this page, with an average BizScore of 64 and a top score of 71.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 33% of measured financial planners in Bend score 50 or higher.

Is being listed free?

Yes. Every financial planner in Bend is listed and scored for free, and claiming a listing is free too.