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541-728-0321

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Corporate Office

775 SW Bonnett Way, Suite 220 Bend, OR 97702
Phone: 541-728-0321
Fax: 541-639-3456

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3553 Arrowhead Drive Suite 101 Medford, OR 97504
Phone: 541-728-0321
Fax: 541-639-3456

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775 SW Bonnett Way, Suite 220
Bend, OR 97702
Phone: 541-728-0321
Fax: 541-639-3456
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Investment advisory services offered by licensed investment advisors of Elevation Capital Advisory, LLC., an SEC Registered Investment Advisor. Insurance services offered by its affiliate Elevation Capital Strategies, Inc. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Contact Us

Corporate Office

Medford Office

Learn more about how to elevate your retirement. Schedule a discovery call by clicking the button below.

Live a More Fulfilling Retirement

•

Live a Happy Retirement

•

Live an Elevated Retirement

•

Live a More Fulfilling Retirement • Live a Happy Retirement • Live an Elevated Retirement • Live a More Fulfilling Retirement • Live a Happy Retirement • Live an Elevated Retirement •

Corporate Office

Medford Office

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Live a More Fulfilling Retirement • Live a Happy Retirement • Live an Elevated Retirement •