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Green Tree Wealth
Green Tree Wealth is an independent financial planning firm in Bend, Oregon. It offers complete strategies for financial planning, including income, taxes,...
Overview
Green Tree Wealth is an independent financial planning firm in Bend, Oregon. It offers complete strategies for financial planning, including income, taxes, Medicare, Social Security, and legacy planning. The firm provides financial and insurance solutions in the Pacific Northwest and focuses on helping clients with retirement through education, coaching, and personalized plans.
General information
Firm type
Asset Manager
Location
City
Bend
Principals
Jacob Green
Founder & President
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