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Submitted URL: http://kalyxcapital.com/
Effective URL: https://www.kalyxcapital.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.kalyxcapital.com/
Submission: On April 22 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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</form>Text Content
604 NW Harriman Street, Bend, OR 97703 541-728-0108 kalyx@kalyxcapital.com Client Login Menu * Home * About * Our Associates * Our Firm * Our Mission Statement * Our Services * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Client Login eQuipt * Client Login OneView * Contact Client Login RETIREMENT REDEFINED Around the country, attitudes about retirement are shifting. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More BRIDGING THE CONFIDENCE GAP In the world of finance, the effects of the "confidence gap" can be especially apparent. Learn More WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More RETIREMENT REDEFINED Around the country, attitudes about retirement are shifting. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More BRIDGING THE CONFIDENCE GAP In the world of finance, the effects of the "confidence gap" can be especially apparent. Learn More WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More Schedule an Appointment WE WORK FOR YOU Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Learn more WHAT DOES YOUR RETIREMENT LOOK LIKE? We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Learn more WORDS OF WISDOM "The investor of today does not profit from yesterday's growth." - Warren Buffet MEET THE TEAM OUR TEAM Our professionals are ready to evaluate and support all your potential investments. Learn more ABOUT US Years of experience have prepared us to guide you through life's transitions. Learn more OUR PHILOSOPHY Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more HAVE A QUESTION? Name Email Address Phone Question Submit Thank you! Oops! GET TO KNOW THE TEAM Schedule an Appointment CONTACT Office: 541-728-0108 604 NW Harriman Street Bend, OR 97701 kalyx@kalyxcapital.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. (541) 728-0108. All investing involves risk including the potential loss of principal. There can be no assurance that any investment strategy will be successful. Please Note: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. This communication is strictly intended for individuals residing in the states of: AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, LA, MA, NV, NM, NC, OH, OK, OR, SD, TX, UT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.