Wells Fargo Advisors

Wells Fargo Advisors

Categories

Financial Institution & Services

About

Joseph L. Mansfield, CLU®, ChFC® is a Senior Vice President and Financial Advisor with Wells Fargo Advisors, based in Bend, Oregon. With over 35 years in the investment industry, Joseph offers comprehensive wealth management services tailored to clients’ unique goals—from retirement planning and estate strategies to investment advisory and risk management. Active in the Central Oregon community, Joseph provides trusted guidance using a disciplined, client-first approach.


Services Offered:

  • Personalized investment & portfolio management
  • Retirement planning & income strategies
  • Estate planning guidance (working with legal professionals)
  • Risk assessment & wealth preservation
  • Advisory solutions for individuals, families & business owners
  • Dedicated client support with local office in Bend/Redmond

Powered By GrowthZone