Accounting and financial services in Oregon

Ledgent Finance & Accounting is a leading financial institution located at 205 Southeast Spokane Street in Portland, Oregon, United States. With a team of experienced professionals, Ledgent offers a wide range of finance and accounting services to individuals and businesses. From bookkeeping and tax preparation to financial planning and consulting, Ledgent is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with budgeting, forecasting, or payroll, Ledgent Finance & Accounting is the trusted partner you can rely on for all your financial needs.

MG Chenault and Associates is a reputable accounting and finance institution located at 3000 Market Street Northeast in Salem, Oregon, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, MG Chenault and Associates has the expertise to assist you. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial needs.

Powers Howard Quimby LLP Certified Public Accountants is a reputable accounting firm located at 450 Country Club Road in Eugene, Oregon, United States. Specializing in accounting and finance services, our experienced team of professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a strong reputation for integrity, our firm is trusted by clients to handle their financial needs with precision and expertise. Whether you need help with tax preparation, auditing, or financial planning, Powers Howard Quimby LLP is here to assist you every step of the way.

Edward Jones - Financial Advisor: Joel M Brydon, AAMS™ is a reputable finance institution located at 2909 East Portland Road in Newberg, Oregon, United States. With a focus on personalized financial planning and investment strategies, Joel M Brydon is a Certified Accredited Asset Management Specialist (AAMS™) who is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Joel M Brydon offers expert advice and guidance to help you make informed decisions. Trust Edward Jones - Financial Advisor: Joel M Brydon, AAMS™ for all your financial needs.

Edward Jones - Financial Advisor: Jason P Powell is a reputable financial institution located at 9115 Southwest Oleson Road in Portland, Oregon. Specializing in accounting and finance services, Jason P Powell offers personalized financial advice and guidance to help clients reach their financial goals. With a focus on building long-term relationships and providing exceptional customer service, clients can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Jason P Powell for all their financial needs.

Michael Morgan - Financial Advisor, Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street, Portland, Oregon, United States, is a finance institution specializing in providing wealth management services. As part of Wealth Strategy Partners, they have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2024. Michael Morgan offers personalized investment recommendations based on individual goals and risk tolerance, helping clients track their progress and adjust their financial approach as needed. Clients can access their accounts and investments securely from any device and receive regular updates on their financial goals. With a focus on building confidence and control over financial futures, Michael Morgan is dedicated to helping clients navigate the complexities of the market. Schedule a complimentary initial consultation to learn more about how Michael Morgan can help you achieve your financial goals. Please note that investment products involve risks and are not insured by the FDIC or any federal agency. Ameriprise Financial Services, LLC is a registered investment adviser and securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Morgan is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC for more information on financial planning and investment services.

Levi Deshaw is a Financial Advisor at Ameriprise Financial Services, LLC located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. Levi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Levi specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Levi is dedicated to upholding the highest standards of ethics and expertise in the field of finance, ensuring that clients receive tailored and strategic financial advice to meet their unique needs and goals. Contact Levi Deshaw today for expert financial guidance and planning.

Kodi Hermann, a financial advisor at Ameriprise Financial Services, LLC, located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze your progress, Kodi helps you adjust your financial approach as life changes and tracks your progress towards your goals. Access your investments and accounts from any device securely and easily. Background and qualification information can be found on FINRA's BrokerCheck website, and a Client Relationship Summary Disclosure is available. Whether you're planning for retirement, education, or a major purchase, Kodi can assist you in achieving your financial goals. Schedule a complimentary initial consultation to learn more about how Kodi can help you navigate the current financial landscape and plan for a more secure future.

Goal Line Financial - Ameriprise Financial Services, LLC, located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, is a finance institution that focuses on helping individuals achieve their financial goals. With a client-centered approach, they provide personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can easily access their accounts and investments from any device, ensuring transparency and security. The institution offers complimentary initial consultations to get started on a personalized financial plan. The Retirement InteractiveSM tool helps clients explore potential challenges and solutions for retirement planning. Ameriprise financial advisors are registered in specific U.S. states and adhere to strict regulations. The institution emphasizes privacy and security, and clients can expect a comprehensive approach to financial planning.

Rick 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.

Bridgetown Legacy Advisors - Ameriprise Financial Services, LLC is a finance institution located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes the importance of financial wellness for the whole family, crafting personalized financial strategies for each generation. They provide multi-generational financial planning experiences and empower family members to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. Clients can access their investments and accounts from any device and track their progress towards their goals securely. The institution also offers resources on financial literacy and important disclosures for users of their website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Brian Suher - Financial Advisor at Ameriprise Financial Services, LLC is located at 1000 Southwest Broadway in Portland, Oregon, United States. As a finance institution, we prioritize your goals, whether it be retirement, education, or a major purchase. We provide personalized investment recommendations based on your risk tolerance and goals, and regularly review and update your progress as life changes. You can access your accounts and track your progress securely from any device. If you're interested in learning more about how we can help you achieve financial confidence, schedule a complimentary initial consultation. We are committed to diversity, inclusion, and creating a better future for all. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit our website for more information on our services and accolades, including recognition for supporting veterans and achieving disability inclusion and equality. We look forward to helping you and your loved ones achieve your financial goals.

Maurice 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.

Pave 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.

Strategic Edge Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 6650 Southwest Redwood Lane in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust strategies as life changes. They provide access to investments and accounts from any device, securely and safely. The institution offers complimentary initial consultations to get started with financial planning. Ameriprise financial advisors are registered in certain U.S. states and clients can find more information on the advisor's personal website or FINRA's BrokerCheck website. The institution focuses on retirement planning and offers tools like the Retirement InteractiveSM tool to explore potential challenges affecting retirement income. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC. Clients can refer friends or family members to the institution for assistance in achieving their financial goals. The institution follows strict privacy and security guidelines and users of the website must adhere to the Ameriprise Financial Website Rules and Regulations.

Jochim & Associates - Ameriprise Financial Services, LLC is a finance institution located at 0110 Southwest Bancroft Street in Portland, Oregon, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we prioritize helping clients focus on their long-term financial goals. Our services include providing investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. We offer regular reviews and updates to track progress and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist with retirement planning, education savings, major purchases, and more. Our team of Ameriprise financial advisors are registered in certain U.S. states and adhere to FINRA's regulations. Your friends and family members are welcome to contact us for assistance in achieving their financial goals.

Tax & Wealth Management Corvallis CPA & Financial is a leading institution located at 2334 Northwest Professional Drive in Corvallis, Oregon, United States. Specializing in accounting and finance services, our team of expert CPAs and financial advisors are dedicated to helping individuals and businesses navigate the complexities of tax and wealth management. With a commitment to providing personalized and professional service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all your accounting and financial needs.

Gabby Northrop is a financial advisor at Ameriprise Financial Services, LLC located at 3550 Liberty Road South, Salem, Oregon, United States. Gabby specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings and progress tracking, Gabby helps clients adjust their financial approach as life changes. Clients can access their investments and accounts securely from any device. Gabby offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients. Referrals are appreciated, and Gabby looks forward to helping friends and family achieve their financial goals.

Andrea C Doneth is a financial advisor at Ameriprise Financial Services, LLC located at 3550 Liberty Road South in Salem, Oregon, United States. Andrea has been recognized as one of the Forbes Best-in-State Next-Generation Wealth Advisors for 2023. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track financial goals. Access to investments and accounts is available anytime, anywhere for clients to monitor progress securely. Andrea is committed to helping clients achieve long-term financial goals and is dedicated to providing exceptional service. To learn more about how Andrea can help you, schedule a complimentary initial consultation. Please note that Andrea may only conduct securities business in certain states, so refer to FINRA's BrokerCheck website for more information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and all users of the site are bound by the terms and regulations outlined by Ameriprise Financial.

Jason Doneth is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3550 Liberty Road South in Salem, Oregon. With years of experience in the finance industry, Jason is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Jason Doneth can provide personalized financial advice and guidance to help you make informed decisions. Contact Jason Doneth at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.

Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 388 State Street, Salem, Oregon, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, our team focuses on helping clients achieve their long-term financial goals. We offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can access their investments and accounts securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our rankings are based on qualitative and quantitative data from SHOOK Research, and we are proud to prioritize our clients' financial well-being. Ameriprise financial advisors are registered in specific U.S. states and offer a range of financial planning services. We cannot guarantee future financial results, but we are committed to helping clients achieve their goals. Contact us to discuss what matters most to you and refer friends or family members to benefit from our services. Visit our website for more information on privacy, security, and financial regulations.

Reliant Wealth Advisors - Ameriprise Financial Services, LLC, located at 2260 Oakmont Way in Eugene, Oregon, is a top-rated finance institution that has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Their team of financial advisors prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. They provide personalized investment recommendations based on your individual goals and risk tolerance, and regularly review and adjust your portfolio as needed. With easy access to your investments and accounts from any device, you can track your progress towards your financial goals securely. Ameriprise financial advisors are registered to do business in certain U.S. states, and offer complimentary initial consultations to discuss your financial needs. While they cannot guarantee future financial results, they are committed to helping you achieve your goals. Contact them today to learn more about how they can assist you in reaching your financial objectives.

Jon N Sturdivant is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 235 Front Street Southeast, Salem, Oregon, United States. Specializing in finance, Jon offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, Jon helps clients track their financial journey towards retirement, education, or other major life goals. Clients can access their investments and accounts securely from any device. To learn more, schedule a complimentary initial consultation to discuss financial planning concepts. Jon N Sturdivant is registered in states where securities business can be conducted, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family for financial guidance, with privacy and security measures in place for all interactions.

Merrill Lynch Financial Advisor Dustin R Tanquary is a trusted finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. The Barsotti Tanquary Group, of which Dustin R Tanquary is a part, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They are dedicated to being your primary source for financial advice and guidance, ensuring that you value the dedication and diligence offered at each step of the financial planning process. The team at Merrill Lynch Financial Advisor Dustin R Tanquary shares a common goal: to help you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. They prioritize your personal perspective and priorities, aiming to bring simplicity and transparency to the complexities of finance. Their goal is to make planning for the future an exciting journey that helps you reach your financial goals.

Lyman & Associates - Ameriprise Financial Services, LLC is a finance institution located at 10220 Southwest Greenburg Road in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device and access their investments and accounts at any time. The institution provides regular meetings to review and update financial strategies as life changes. Background and qualification information for advisors can be found on FINRA's BrokerCheck website. The institution also offers a complimentary initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC.

LPL Financial is a reputable accounting and finance institution located at 721 Northeast 82nd Avenue in Portland, Oregon, United States. With a strong focus on providing comprehensive financial services, LPL Financial offers expert advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking for investment strategies, retirement planning, or tax planning services, LPL Financial has a team of experienced professionals ready to assist you. Trust in LPL Financial for all your financial needs.

The Suher Investment Team at Ameriprise Financial Services, LLC, located at 1000 Southwest Broadway in Portland, Oregon, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on retirement, education, major purchases, and more, we provide personalized investment recommendations based on individual goals and risk tolerance. Our team meets regularly with clients to review progress, update strategies, and track success. Clients can easily access their accounts and track progress online from any device. Those interested can schedule a complimentary initial consultation to learn more about our services. Our financial advisors are registered in certain U.S. states and adhere to strict regulations for client protection. We strive to provide a positive financial outlook and help clients navigate the market with confidence. Contact us today to discuss how we can help you reach your financial goals.

Rogers Financial Services is a reputable institution located at 2895 South Beavercreek Road in Oregon City, Oregon. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on professionalism, accuracy, and efficiency, we aim to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, financial planning, or investment management, Rogers Financial Services is here to help. Contact us today to learn more about how we can assist you with all your financial needs.

Culshaw and Company, LLC is a reputable accounting and finance institution located at 15115 Southwest Sequoia Parkway in Portland, Oregon. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Culshaw and Company, LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Tax Services Inc is a trusted accounting and finance institution located at 7352 Southwest Durham Road in Tigard, Oregon. 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. With our expertise and personalized approach, you can trust us to help you navigate the complexities of the tax system and maximize your financial potential. Visit us today to see how Tax Services Inc can help you achieve your financial goals.