Bethany Simpson, Financial Advisor located in Klamath Falls, OR

Financial Advisor
Bethany J Simpson

CFP®, AAMS®, CRPC™
700 Main Street, Klamath Falls, OR 97601opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Jennifer Kelly
    Sr. Branch Office Administrator
  • Bert Sedillo
    Sr. Branch Office Administrator
  • Megan Titus
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(541) 884-3643

Fax

(888) 770-9160

Office Address

700 Main Street
Klamath Falls, OR 97601opens in a new window

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