True Wealth GroupFinancial advisor in Bend, OR

Also ranked: #3 of 26 financial planners in Bend#4 of 18 investment advisors in Bend

True Wealth Group is a financial advisor at 750 NW Charbonneau St Ste 211, Bend, OR 97703, ranked #4 of 40 financial advisors in Bend and rated 5.0 from 33 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bend, ORUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (541) 588-5008 Website ↗

Key facts

Key facts about True Wealth Group
Address	750 NW Charbonneau St Ste 211, Bend, OR 97703Get directions
Phone	(541) 588-5008
Website	mytruewealthgroup.com
Hours	Monday to Friday: 7:30 AM – 4:30 PM
Google rating	5.0 from 33 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Bend and 1 town within 25 miles: Redmond.

Based in Bend, ORView on map

Opening hours

Opening hours for True Wealth Group
Day	Hours
Monday	7:30 AM – 4:30 PM
Tuesday	7:30 AM – 4:30 PM
Wednesday	7:30 AM – 4:30 PM
Thursday	7:30 AM – 4:30 PM
Friday	7:30 AM – 4:30 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about True Wealth Group

How is True Wealth Group ranked in Bend?

True Wealth Group is ranked #4 of 40 financial advisors in Bend by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are True Wealth Group’s hours?

True Wealth Group is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does True Wealth Group serve?

Serves Bend and 1 town within 25 miles: Redmond. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about True Wealth Group?

True Wealth Group has a rating of 5.0 from 33 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact True Wealth Group?

Call True Wealth Group on (541) 588-5008. The business is at 750 NW Charbonneau St Ste 211, Bend, OR 97703. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

True Wealth Group compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
True Wealth Group (this business)	—	75	5.0 (33)	No	No
Erik Janssen - COUNTRY Financial Representative	#2	77	5.0 (48)	No	No	2.4 mi
Cascade Financial Strategies, LLC.	#3	76	5.0 (41)	No	No	2.4 mi
Living Earth Investments	#5	74	5.0 (24)	Yes	Yes	3.4 mi

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