Accounting advisory services in Oregon
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Ford Black & Co., PC Certified Public Accountants
● ClosedFord Black & Co., PC Certified Public Accountants is a reputable CPA firm located at 6950 Southwest Hampton Street, Tigard, Oregon. With a history dating back to the early 1960s, the firm has built a strong reputation in the business and financial community of the Portland area. The firm is currently led by partners Jim Harnish and Jeff Scherzinger, along with three principals who joined the team in recent years. Ford Black & Co. offers a wide range of accounting, auditing, tax, and management advisory services to a diverse clientele, including businesses in manufacturing, retail, construction, healthcare, non-profit, and professional services. The firm's team of eight professional employees, a paraprofessional, and two administrative staff members are dedicated to providing personalized and unique service to each client.
6950 SW Hampton St #100, Tigard, OR 97223, United States -
BOK Accounting
● ClosedBOK Accounting is a reputable institution located at 3000 Northeast Stucki Avenue in Hillsboro, Oregon, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust BOK Accounting to help you navigate the complex world of finance with expertise and integrity.
3000 NE Stucki Ave #230, Hillsboro, OR 97124, United States -
Blaze Tax Services LLC
● ClosedBlaze Tax Services LLC is a finance institution located at 825 Northeast 20th Avenue in Portland, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Blaze Tax Services LLC to take the stress out of tax season and ensure that your financial needs are met with precision and expertise.
825 NE 20th Ave #320, Portland, OR 97232, United States -
Standard Retirement Services Inc
● OpenStandard Retirement Services Inc. is an insurance agency located at 900 Southwest 5th Avenue in Portland, Oregon, United States. Our goal is to make planning for retirement as simple and straightforward as possible. By enrolling in your employer's retirement plan, you can start saving for the future with ease. We offer a range of tools and calculators to help you understand your retirement readiness and determine your income needs for the future. Our personalized Retirement Planner can assist you in saving and investing wisely to meet those needs.
Standard Insurance Center, 900 SW 5th Ave, Portland, OR 97204, United States -
Volf Accountancy International
● ClosedVolf Accountancy International is a prestigious accounting and finance institution located at 770 Maple Street in Florence, Oregon, United States. With a team of highly skilled professionals, we provide top-notch financial services to individuals and businesses alike. Our expertise includes tax preparation, auditing, financial planning, and more. Trust Volf Accountancy International to handle all of your accounting needs with precision and professionalism.
770 Maple St #517, Florence, OR 97439, United States -
Rick Grad - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRick Grad is a financial advisor at Ameriprise Financial Services, LLC located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, United States. Rick specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as needed. Clients can access their investments and accounts from any device and track progress towards their financial goals securely. Rick offers complimentary initial consultations for those interested in financial planning concepts and determining an appropriate investment strategy. He helps clients understand risk tolerance and how it impacts their investment decisions. Ameriprise Financial Services, LLC, where Rick works, is a registered investment adviser and offers investment advisory products and services. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.
8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, United States -
Maurice Valdivieso - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMaurice Valdivieso - Financial Advisor at Ameriprise Financial Services, LLC, located at 1000 Southwest Broadway in Portland, Oregon, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. Valdivieso works with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. Those interested in a complimentary initial consultation can learn more about how Valdivieso can help them achieve their financial goals. Securities offered by Ameriprise Financial Services, LLC, and investment advisory products and services are available through the registered investment adviser. Valdivieso is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to Valdivieso for assistance in achieving their financial goals. Privacy and security are a priority at Ameriprise Financial Services, LLC.
1000 SW Broadway Ste 2200, Portland, OR 97205, United States -
Pave Advisory Team - Ameriprise Financial Services, LLC
● ClosedPave Advisory Team - Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to get started. They offer seminars on various financial topics and are named one of the Most Trusted Wealth Management Companies. Ameriprise Financial advisors are registered in certain U.S. states. The institution emphasizes one-to-one financial advice and exceptional client service. They cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the team will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
600 NW Naito Pkwy D, Portland, OR 97209, United States -
Griffin Tax and Investment Services
● OpenGriffin Tax and Investment Services is a reputable institution located at 5200 Meadows Road in Lake Oswego, Oregon, United States. Specializing in accounting and finance services, this local government office is dedicated to providing top-notch tax and investment solutions to individuals and businesses in the area. With a team of experienced professionals, Griffin Tax and Investment Services is committed to helping clients navigate the complexities of financial management and achieve their long-term financial goals. Contact them today to learn more about their comprehensive range of services.
5200 Meadows Rd, Lake Oswego, OR 97035, United States -
Reliable Tax Services
● OpenReliable Tax Services is a trusted accounting and finance institution located at 3675 Southwest 108th Avenue in Beaverton, Oregon, United States. With a team of experienced professionals, we provide reliable and accurate tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease, ensuring they receive the maximum benefits and deductions they are entitled to. Whether you need assistance with tax preparation, planning, or bookkeeping, you can count on Reliable Tax Services to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
3675 SW 108th Ave, Beaverton, OR 97005, United States -
Tax Time Services
● OpenTax Time Services is a reputable accounting and finance institution located at 11821 Southwest Morning Hill Drive in Tigard, Oregon. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial advisory services to individuals and businesses. Whether you need help with filing your taxes or managing your finances, our experts are here to assist you every step of the way. Trust Tax Time Services to help you navigate the complexities of tax season and achieve your financial goals.
11821 SW Morning Hill Dr, Tigard, OR 97223, United States -
Strictly Accounting LLC
● ClosedStrictly Accounting LLC is a reputable accounting and finance institution located at 17777 Pilkington Road in Lake Oswego, Oregon, United States. With a team of experienced professionals, we provide top-notch accounting services to help businesses and individuals manage their finances effectively. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust Strictly Accounting LLC to provide accurate, reliable, and personalized financial solutions tailored to your specific needs.
17777 Pilkington Rd, Lake Oswego, OR 97035, United States -
Cherry City Accounting
● OpenCherry City Accounting is a reputable accounting and finance institution located at 12600 Southwest 72nd Avenue in Tigard, Oregon, United States. Our team of expert accountants and financial advisors provide a wide range of services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Cherry City Accounting is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
12600 SW 72nd Ave, Tigard, OR 97223, United States -
Huntington Advisory Group
● ClosedHuntington Advisory Group is a reputable accounting and finance institution located at 1247 Commercial Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide expert financial advice and services to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or budgeting, Huntington Advisory Group is committed to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.
1247 Commercial St SE, Salem, OR 97302, United States -
Black Cat Bookkeeping and Advisory
● ClosedBlack Cat Bookkeeping and Advisory is a trusted accounting and finance institution located in Salem, Oregon. Our team of skilled professionals offers a wide range of services including bookkeeping, financial advisory, and tax preparation. With a focus on accuracy and efficiency, we strive to provide personalized solutions to meet the unique needs of each client. Visit us at 5526 Radell Court Southeast for expert financial guidance and support.
5526 Radell Ct SE, Salem, OR 97317, United States -
The Nichols Accounting Group PC
● ClosedThe Nichols Accounting Group PC is a reputable institution located at 230 North Oregon Street, Ontario, Oregon, United States. Specializing in accounting and finance, they offer Audit & Assurance services including full audits, reviews, and compilations. The institution's mission is to glorify God by utilizing their knowledge, skills, and talents to develop employees into leaders who assist the business community in building healthy and strong organizations. Additionally, they provide advice on tax-smart moves for individuals with company stock in their retirement plans, as well as information on claiming the Employee Retention Tax Credit for eligible businesses. Seniors aged 65 and older may also benefit from being able to write off Medicare premiums on their tax returns.
230 N Oregon St, Ontario, OR 97914, United States -
Gregory Jahnke - Thrivent
● ClosedGregory Jahnke - Thrivent is a financial institution located at 987 Patton Lane, Ashland, Oregon, United States. They are licensed in multiple states including AZ, CA, DE, GA, ID, MN, NC, OR, SC, TN, and TX. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They are a registered investment adviser, member of FINRA and SIPC, and a subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website.
987 Patton Ln, Ashland, OR 97520, United States -
Edward Jones - Financial Advisor: Rian Patrick
● OpenEdward Jones - Financial Advisor: Rian Patrick is a trusted financial institution located at 701 Northeast Division Street in Gresham, Oregon. As a dedicated finance professional, Rian Patrick provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rian Patrick can provide expert advice and guidance. With a commitment to building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rian Patrick is the go-to destination for all your financial needs in the Gresham area.
701 NE Division St, Gresham, OR 97030, United States -
Neil Zeller - Thrivent
● ClosedNeil Zeller - Thrivent is a finance institution located at 1217 Northeast Burnside Road in Gresham, Oregon, United States. Licensing information can be found on the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1217 NE Burnside Rd Suite 401C, Gresham, OR 97030, United States -
Jones & Roth CPAs and Business Advisors
● ClosedJones & Roth CPAs and Business Advisors is a highly respected accounting and finance institution located in Hillsboro, Oregon. With a prime location at 5635 Northeast Elam Young Parkway, this institution offers expert financial services to businesses and individuals in the area. Their team of experienced professionals provides top-notch accounting and business advisory services to help clients achieve their financial goals. Whether you need assistance with tax planning, auditing, or financial consulting, Jones & Roth CPAs and Business Advisors is dedicated to providing personalized and comprehensive solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
5635 NE Elam Young Pkwy Ste 100, Hillsboro, OR 97124, United States -
The Law Office of Jonathan D. Mishkin, P.C.
● ClosedThe Law Office of Jonathan D. Mishkin, P.C. is a trusted institution located at 24700 Southwest Valley View Road in West Linn, Oregon, United States. Specializing in accounting, finance, and legal services, we are dedicated to helping individuals and small businesses with tax, business, and estate planning matters. Our experienced team offers assistance with federal and state tax debt, tax planning, estate planning, and business advisory services. With a focus on tax controversy defense, we provide representation from audit to tax court, as well as assistance with settlement offers for tax debt. Our team also helps individuals with estate planning, utilizing various tools such as wills, trusts, and other devices to transfer assets in a tax-advantaged manner. We offer personalized services tailored to each client's unique needs, ensuring a successful path to resolution.
24700 SW Valley View Rd, West Linn, OR 97068, United States -
The Law Office of Jonathan D. Mishkin, P.C.
● ClosedThe Law Office of Jonathan D. Mishkin, P.C. is a renowned institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to assisting individuals and small businesses with tax, business, and estate planning matters. With a focus on both domestic and international tax planning and controversy, we offer representation for audits, appeals, and tax court cases. Our experienced team also helps clients prepare settlement offers for state and federal tax debt, ensuring the best possible outcome.
4380 S Macadam Ave # 190, Portland, OR 97239, United States -
Buchalter
● ClosedBuchalter is a prestigious institution located at 805 Southwest Broadway in Portland, Oregon, United States. With a reputation for excellence in education and research, Buchalter offers a wide range of programs and resources to support students in their academic and professional development. The institution is committed to providing a supportive and inclusive learning environment, where students can thrive and achieve their goals. Whether you are interested in pursuing a degree or seeking professional development opportunities, Buchalter is dedicated to helping you succeed.
805 SW Broadway #1500, Portland, OR 97205, United States -
Earl A. Doman CPA
● OpenEarl A. Doman CPA is a reputable accounting and finance institution located at 2146 Progress Way in Woodburn, Oregon, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing exceptional service and personalized solutions to meet the needs of their clients. Whether you are an individual or a business owner, Earl A. Doman CPA is committed to helping you achieve your financial goals. Contact them today to schedule a consultation.
2146 Progress Way, Woodburn, OR 97071, United States -
Nathan Jones - Thrivent
● ClosedNathan Jones - Thrivent is a finance institution located at 9397 Southwest Locust Street, Portland, Oregon, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states including CA, MN, OR, VT, and WA, they provide services such as insurance, investment advisory, and financial planning. Thrivent does not provide legal, accounting, or tax advice, but can assist clients in creating a financial plan through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which includes written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Clients can visit the National Association of Insurance Commissioners website to verify licensing. Consult your attorney or tax professional for legal or tax advice. For more information, visit their website or FINRA's Broker Check.
9397 SW Locust St, Portland, OR 97223, United States -
BC CPA & Consulting
● ClosedBC CPA & Consulting, located at 824 Southwest 18th Avenue in Portland, Oregon, offers expert accounting and advisory services for small to medium cannabis businesses and other industries to drive business growth. With a team of experienced and skilled CPAs specializing in the cannabis industry, they provide tailored accounting services to meet specific needs. Their comprehensive tax planning and preparation services ensure compliance with regulatory requirements and minimize tax liability. Additionally, they offer consulting and advisory services to help cannabis businesses achieve their growth goals. Serving clients across Washington, California, Portland, and the entire state of Oregon, BC CPA & Consulting is a trusted partner for cannabis companies seeking expert financial advice.
824 SW 18th Ave suite b, Portland, OR 97205, United States -
Pat A Kimmer CPA
● ClosedPat A Kimmer CPA is a reputable accounting and finance institution located at 13044 Southwest Broadmoor Place in Portland, Oregon, United States. With a focus on providing professional and reliable services, the institution offers a wide range of financial solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, the experienced team at Pat A Kimmer CPA is dedicated to helping you achieve your financial goals. Trustworthy and knowledgeable, this institution is a trusted partner for all your accounting needs.
13044 SW Broadmoor Pl, Portland, OR 97223, United States -
John Andrea - Thrivent
● ClosedJohn Andrea - Thrivent is a finance institution located at 9397 Southwest Locust Street in Portland, Oregon, United States. Specializing in helping Christians connect their finances with their faith, John Andrea - Thrivent is licensed in multiple states including Arizona, California, Colorado, Florida, Idaho, Minnesota, Montana, North Carolina, New Jersey, New York, Oregon, Texas, Utah, Vermont, and Washington. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are advised to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee.
9397 SW Locust St, Portland, OR 97223, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
KatieJane Gerling - Thrivent
● ClosedKatieJane Gerling - Thrivent is a finance institution located at 8600 Southwest Salish Lane, Wilsonville, Oregon, United States. They offer individualized planning to help clients navigate their financial future. KatieJane aims to organize, protect, and invest finances in order to achieve financial goals and reduce stress. Clients can expect straightforward information to make informed decisions and work together with KatieJane to create a financial plan that meets their needs. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. They also offer Dedicated Planning Services for clients who wish to further their planning engagement. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services. Clients can visit Thrivent.com for more information about their financial advisors and services.
8600 SW Salish Ln Ste. 3, Wilsonville, OR 97070, United States
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