Financial advisor services in West Linn, Oregon

The 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.

The 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.

Mike Gates - State Farm Insurance Agent is located at 1471 Burns Street in West Linn, Oregon, United States. As an insurance agency, we offer a range of services to help you protect your assets and loved ones. Whether you are looking to insure your home, car, or life, we can help you find the right coverage for your needs. We also provide valuable information on topics such as home renovations, auto maintenance, and college student insurance. Our goal is to help you make informed decisions about your insurance needs and financial well-being.

Settlement Professionals Inc, located at 1800 Blankenship Road in West Linn, Oregon, is a finance and insurance agency that specializes in protecting law firms from liability and deferring taxes on legal fees. With over 30 years of experience, SPI has been dedicated to helping plaintiffs save on taxes, earn more from investments, and receive more government benefits. Their unique "plaintiff-only focus" approach in settlement planning sets them apart in the industry. By offering a holistic approach to planning, SPI matches the needs of their clients with the available resources. They also work with their affiliate PMLS consulting to reduce liability to Medicare and increase future coverage, often avoiding the need for Medicare Set-Aside accounts.

Pacific Northwest Advisory is a leading financial institution located at 19363 Willamette Drive in West Linn, Oregon. Specializing in providing expert financial advice and services to clients in the Pacific Northwest region, our team of experienced advisors are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pacific Northwest Advisory is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Waterman Wealth Strategies is a leading financial institution located at 1753 Dollar Street in West Linn, Oregon, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and strategic investment strategies, we strive to provide our clients with the best possible financial solutions tailored to their individual needs. Trust Waterman Wealth Strategies to help you navigate the complexities of the financial world and build a secure financial foundation for you and your family.

True Path Capital Strategies, LLC is a finance institution located at 2292 Rogue Way in West Linn, Oregon, United States. Specializing in providing strategic financial solutions, True Path Capital Strategies offers a range of services to help individuals and businesses navigate the complexities of the financial world. With a team of experienced professionals, they work closely with clients to develop personalized plans that align with their goals and aspirations. Whether it's wealth management, investment strategies, or retirement planning, True Path Capital Strategies is dedicated to guiding their clients along the true path towards financial success.

Oregon Wealth Management is a trusted institution located at 18654 Willamette Drive in West Linn, Oregon, United States. With over thirty-five years of experience, our team specializes in working with individuals and small businesses to protect and grow their wealth. We are dedicated to providing our clients with financial confidence in an ever-changing world. Our office is easily accessible from major highways and we prioritize the security of your information when working with us. Please note that the services and products mentioned on our website may not be available in every state or jurisdiction. Be sure to check the background of our investment professionals before working with us.

Bray & Associates NW LLC is a reputable accounting and finance institution located in West Linn, Oregon. With a focus on providing top-notch financial services, their team of experts is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Bray & Associates NW LLC is committed to delivering personalized solutions tailored to meet your specific needs. Visit them at 1980 Willamette Falls Drive to learn more about how they can help you achieve your financial goals.

MCCOY FOAT & CO CPAs PC is a reputable accounting and finance institution located at 1800 Blankenship Road in West Linn, Oregon, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial advice and support.