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Steve Lelli, CWS®

Senior Vice President, Financial Advisor, Branch Manager

360 SW Bond St. Suite 300
Bend, OR 97702
Phone:
  • 541-312-5825 | 800-899-9882

Providing Financial Advisory Services in Bend, Oregon

Welcome to my website. Thank you for taking the time to get to know me a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. I believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; I strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of my approach to business.

  

  

Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck