Request An Appointment - Elevation Capital Strategies

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775 SW Bonnett Way, Ste 220 Bend, OR 97702

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Request An Appointmentadmin2018-07-18T16:47:34+00:00

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As founder and president of Elevation Capital Strategies, Cathy is committed to the financial success and confidence of each and every client. She built Elevation Capital Strategies to help keep investors on the path towards financial security and independence because everyone deserves a secure, independent retirement.

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Corporate Office

775 SW Bonnett Way, Suite 220 Bend, OR 97702

Phone: 541-728-0321

Fax: 541-639-3456

Email: info@elevationcapitalstrategies.com

Medford Office

3501 Excel Drive, Suite 205 Medford, OR 97504

Phone: 541-779-4774

Fax: 541-639-3456

Email: info@elevationcapitalstrategies.com

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Investment advisor services are offered by Elevation Capital Advisory, LLC, an Oregon a registered investment advisory. Insurance services are offered through Elevation Capital Strategies. 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.

This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.