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Get In Touch

Office

243 Scalehouse Loop
Suite 3B
Bend OR 97702

Contact Info

Office: 541-389-7777
Fax: 541-508-5400
Mobile: 541-728-1285
Email: neal@axiomwealthstrategies.com

Office

243 Scalehouse Loop
Suite 3B
Bend OR 97702

Contact Info

Office: 541-389-7777
Fax: 541-508-5400
Mobile: 541-728-1285
Email: neal@axiomwealthstrategies.com

Get in Touch

Investment Adviser Public Disclosure

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment Adviser Public Disclosure

ADV Brochure

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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