The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. If you are wondering how to find a fee-only financial advisor, we’ll fill you in on the four steps to take to find the right person to help you manage your wealth. […]
How to find a fee-only financial advisor: four easy steps Read More »
What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What are your professional designations, certifications and/or licenses for the services you will provide me? Who makes the investment decisions, and what are their credentials/experience? How much would I pay to have you
Questions to ask your financial advisor Read More »
Contact MCS
Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
© 2021 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.
