Financial management in Portland, Oregon

Northwestern Mutual: Mark Meek is an insurance agency located at 200 Southwest Market Street in Portland, Oregon, United States. As a trusted institution, they offer a range of insurance products and financial services to help individuals and families protect their assets and plan for the future. With a focus on personalized service and expert advice, Northwestern Mutual: Mark Meek is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact them today to learn more about their insurance options and how they can help you plan for a secure future.

Empathic Finance - Mike Pumphrey, AFC is a finance institution located at 707 Southwest Washington Street, Portland, Oregon, United States. Specializing in financial empowerment for therapists and other helping professionals, Mike Pumphrey is a financial coach who understands the emotional side of money. With a focus on helping clients achieve financial wellness, he helps them make the money they want, keep more of what they have, and feel less anxious about money. As a polyamory-friendly coach and LGBTQI ally, Mike Pumphrey welcomes individuals, couples, and all relationship styles. Clients are encouraged to take an active role in managing their money, set clear intentions for their financial future, and build stronger connections with loved ones. Whether it's creating a plan to pay off debt, planning for retirement, or simply improving their relationship with money, clients can expect personalized guidance and support.

Hera's Income Tax School is a reputable institution located in the heart of downtown Portland, Oregon. Specializing in accounting and finance education, Hera's provides comprehensive courses and training programs to help individuals excel in the field of income tax preparation. With a team of experienced instructors and a hands-on approach to learning, students can expect to gain valuable skills and knowledge that will set them up for success in their careers. Whether you are looking to start a new career or enhance your existing skills, Hera's Income Tax School is the perfect place to achieve your goals. Visit us at 818 Southwest 3rd Avenue to learn more about our programs and start your journey towards a rewarding career in accounting and finance.

Located in Portland, Oregon, George Fox University offers a Part-Time MBA Program that can be completed in person in just 14 months or online asynchronously in 24 months. The program is accredited by the ACBSP and offers financial aid options to students. The MBA program at George Fox University focuses on developing ethical leaders who can make a lasting impact in the business world. With a curriculum that goes beyond the bottom line, students will gain a deep understanding of ethical issues in the workplace and develop the decision-making tools needed to lead with integrity.

Trailhead Credit Union is a trusted financial institution located in the heart of Portland, Oregon. As a member-owned credit union, we are committed to providing personalized financial services to our members. Our convenient location at 221 Northwest 2nd Avenue offers easy access to our ATM services, allowing you to manage your finances with ease. Whether you're looking to save, borrow, or invest, our dedicated team is here to help you achieve your financial goals. Join us at Trailhead Credit Union and experience the difference of banking with a community-focused institution.

Brigitte Erickson is a reputable finance institution located at 320 North Main Avenue in Gresham, Oregon, United States. Specializing in financial services, Brigitte Erickson offers a wide range of solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, clients can expect personalized and expert advice on investments, loans, and other financial matters. Whether you are looking to secure your financial future or grow your wealth, Brigitte Erickson is dedicated to helping you achieve your goals. Visit their office today to learn more about their services and how they can assist you with your financial needs.

Nay Tim is a well-established law firm located at 6500 South Macadam Avenue in Portland, Oregon. Specializing in Estate Planning, Elder Law, and Probate, Nay Tim has been providing expert legal services to clients since 1984. Their unique approach to Estate Planning and Elder Law focuses on helping families work together harmoniously without conflict. From simple Wills to complex matters such as Special Needs Planning and Medicaid, Nay Tim strives for excellence in every aspect of their practice. With a team of experienced professionals, Nay Tim is one of the most trusted Estate Planning and Elder Law firms in Portland. They have even written a comprehensive Estate Planning and Elder Law Guide to help families navigate the legal and financial issues they may face. By signing up for their Free Planning Guide, clients can receive valuable information that will answer many of their questions.

The Law Offices of Nay & Friedenberg LLC, led by Sam Friedenberg, JD, is a trusted institution located at 6500 South Macadam Avenue in Portland, Oregon. Since 1984, we have been dedicated to providing exceptional legal services in Estate Planning, Elder Law, and Probate. Our team takes a unique approach to estate planning, focusing on helping generations work together harmoniously. From simple Wills to complex matters such as Special Needs Planning and Medicaid, we strive for excellence in every aspect of our practice. Our experience and expertise make us one of the most reputable Estate Planning and Elder Law firms in Portland. At our institution, we offer a free Estate Planning and Elder Law Guide that covers a range of legal and financial issues families may face. By signing up for our guide, you can learn more about how we can assist you in planning for the future. Whether you prefer to receive the guide by mail or email, we will ensure you have the information you need to make informed decisions.

Hill Edward is a prestigious law firm located in the heart of Portland, Oregon. With a commitment to excellence and a dedication to serving their clients with integrity, Hill Edward offers expert legal services in a wide range of practice areas. Their team of experienced lawyers are known for their professionalism, expertise, and personalized approach to each case. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Hill Edward is here to help. Visit them at 1826 Northeast Broadway to learn more about how they can assist you with your legal needs.

Whitney Yazzolino is a reputable law firm located at 2173 Northeast Broadway in Portland, Oregon, United States. Specializing in elder law, the team at Whitney Yazzolino provides personalized care and expertise to clients facing challenging life situations. From special needs trusts to long-term care and estate planning, the firm offers practical solutions to protect assets and loved ones. Clients have praised Whitney Yazzolino for their assistance in navigating complex legal matters during stressful times. Trust Whitney Yazzolino to provide you with the reassurance and guidance you need for peace of mind.

John Wittrock PC is a trusted law firm located at 10735 Southeast Stark Street in Portland, Oregon. Specializing in bankruptcy law, John Wittrock has over 25 years of experience helping Oregonians navigate their financial challenges. As a debt relief agency, John is dedicated to providing affordable bankruptcy solutions for individuals in the Portland area. With a background in law from the University of Oregon and a commitment to helping others, John Wittrock is praised for his professionalism, personal attention, and valuable guidance. Clients appreciate his patience and passion for assisting those in need. If you are facing financial difficulties, John Wittrock PC is here to help you find a positive outcome and guide you through the process with ease.

Green Source Capital LLC is a finance institution located at 515 Northeast Holladay Street in Portland, Oregon. We specialize in providing sustainable investment opportunities for individuals and businesses looking to make a positive impact on the environment. Our team of financial experts are dedicated to helping clients achieve their financial goals while also supporting green initiatives. Whether you are interested in renewable energy, clean technology, or eco-friendly projects, Green Source Capital LLC is here to help you make a difference.

First American Title Insurance Company - Tri-County Corporate Office is a finance and insurance agency located at 1 Southwest Columbia Street in Portland, Oregon, United States. As a leading provider of title insurance, escrow services, and real estate information, this institution offers comprehensive protection for property owners and lenders. With a commitment to excellence and customer service, the Tri-County Corporate Office ensures that clients receive the highest level of security and peace of mind when it comes to their real estate transactions.

The Campus Services Building at 3505 Southwest US Veterans Hospital Road in Portland, Oregon is a vital hub for the university community. This state-of-the-art facility offers a wide range of services to support students, faculty, and staff, including administrative offices, dining options, and event spaces. With its convenient location on campus, the Campus Services Building is a central resource for all members of the university community. Whether you need assistance with housing, dining, or event planning, the friendly and knowledgeable staff at the Campus Services Building are here to help. Visit us today and discover all that we have to offer!

Nathan 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.

TruBridge Wealth Advisors, an Ameriprise Private Wealth Advisory Practice, located in Portland, Oregon, is a finance institution dedicated to helping clients achieve their financial goals. As part of AGP Wealth Advisors and recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. We work closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. Our team of Ameriprise financial advisors, registered in specific U.S. states, are committed to providing comprehensive financial planning concepts during complimentary initial consultations. While we cannot guarantee future financial results, we are dedicated to helping clients navigate the ever-changing financial landscape. Contact us today to schedule a consultation and learn more about how we can support you in achieving your financial objectives.

Raaf Investment Advisors is a leading finance institution located at 2416 Southwest Vista Avenue in Portland, Oregon, United States. With a team of experienced financial experts, Raaf Investment Advisors offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raaf Investment Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust Raaf Investment Advisors to guide you towards a secure financial future.

Vista Capital Partners is a finance institution located at 9755 Southwest Barnes Road in Portland, Oregon, United States. We believe that a well-constructed financial plan is the best investment you can make, and our disciplined, long-term approach is designed to protect and grow your wealth at every stage of life. As your goals evolve, from saving for college to planning for retirement, our team is here to help you live life fully. We value evidence over ego and long-term happiness over short-term hype, and our blog is a resource for unbiased answers to your financial questions. Visit us at Suite 595 in Portland to get started on your financial journey with Vista Capital Partners.

Buckingham Strategic Wealth is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your finances. They also provide guidance on how to make the most of restricted stock units (RSUs) if your organization offers them as a form of compensation. Your values are at the core of every financial decision you make, and Buckingham can help align your financial plan with what matters most to you.

Finity Group is a leading financial institution located at 5550 South Macadam Avenue in Portland, Oregon, United States. Specializing in finance, our team of experts is dedicated to helping clients achieve their financial goals through personalized strategies and solutions. Whether you are looking to invest, plan for retirement, or manage your wealth, Finity Group is committed to providing top-notch service and guidance every step of the way. Visit us today and see how we can help secure your financial future.

The Lewis-Stefani Group is a renowned finance institution located at 5331 South Macadam Avenue in Portland, Oregon, United States. With a strong reputation for providing expert financial advice and services, the Lewis-Stefani Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at the Lewis-Stefani Group is committed to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a stable financial future.

Cable Hill Partners, LLC is a finance institution located at 1155 Southwest Morrison Street in Portland, Oregon, United States. Our team of dedicated advisors is committed to helping you turn your goals into a purpose-driven financial plan. As an independent advisory firm, we have access to a wide range of investment solutions to tailor a strategy that works best for you. We work closely with your other trusted professionals to provide the support and guidance you need to achieve financial clarity. At Cable Hill Partners, we believe that your values should guide your financial strategy. By learning about your life, goals, and values, we can provide perspective and clarity to your financial journey. Our independence allows us the flexibility to explore opportunities and overcome obstacles, offering personalized solutions rather than cookie-cutter approaches.

Carson Wealth, located at 4949 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers a personalized approach to uncovering your true wealth through their "Wealth Designed. Life Defined." approach. Their team of financial advisors serves Lake Oswego, Portland, and surrounding areas with easy-to-understand financial advice, including portfolio management, financial planning, risk management, estate planning, and tax planning. With a focus on helping your wealth reach a higher purpose, Carson Wealth also provides guidance on managing family finances in today's rapidly evolving economic landscape. They have received prestigious awards such as Forbes Best-in-State Wealth Advisor and have been recognized for their innovative contributions to the industry. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC. For more information on Carson Wealth and their advisors, visit their website or consult the appropriate regulatory agencies.

Cascade Credit Services is a finance institution located in Portland, Oregon. As collateral examiners, we prioritize collaboration between lenders, borrowers, and our staff to deliver expert and timely collateral exam reports for successful risk management. Our enterprise cloud-based security ensures the confidentiality of sensitive information. We specialize in asset-based lending collateral exams, focusing on inventory as a key component of collateral pools. With over 50 lender relationships nationwide, we offer personalized due diligence and underwriting strategies. Our client team is dedicated to understanding each client's industry and business, providing unmatched responsiveness and professional expertise.

Pacific Retirement Partners is a forward-thinking finance institution located at 10260 Southwest Greenburg Road in Portland, Oregon. Specializing in objective investment advisory services, our team at Multnomah Group is dedicated to helping clients create world-class retirement plans for their employees. As a 100% fee-for-service consulting firm, we prioritize our clients' needs without the influence of conflicts or shareholders. Our annual fiduciary program focuses on providing comprehensive strategies for investment oversight, vendor and plan management, and plan governance to ensure the retirement readiness of employees. We strive to arm plan sponsors with the tools and knowledge needed to navigate the complexities of overseeing their retirement plans. Additionally, our guide "Cultivating Retirement Success" offers streamlined best practices for committees to effectively execute fiduciary duties. We are proud to have been recognized by the National Association of Plan Advisors and PLANADVISER, showcasing our commitment to excellence in the industry. Join us in creating a successful retirement plan for your employees.

Deloitte, located at 1125 Northwest Couch Street, Portland, Oregon, United States, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, they help clients gain a competitive advantage in their industries. Deloitte offers training and mentorship programs to help individuals excel in their careers and has a strong commitment to hiring veterans. With over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The culture at Deloitte is one of inclusion, collaboration, and high performance, providing employees with opportunities to do their best work. As part of the Deloitte network, the institution is committed to making a difference on business-critical projects. Visit www.deloitte.com/about to learn more about their global network of member firms. Join the Talent Network at Deloitte to explore career resources and potential job opportunities.

Schwindt & Co is a reputable accounting and finance institution located in Portland, Oregon. With a focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Schwindt & Co is here to provide expert guidance and support. Visit us at 3407 South Corbett Avenue to learn more about how we can help you manage your finances effectively.

Kim Albert CPA, PC is a reputable accounting and finance institution located at 5200 South Macadam Avenue in Portland, Oregon, United States. With a team of experienced certified public accountants, they provide a wide range of accounting services including tax preparation, financial planning, and business consulting. They are dedicated to helping individuals and businesses achieve their financial goals through personalized and professional services. Contact Kim Albert CPA, PC for all your accounting and finance needs.

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.

Fiducial Expertise Portland is a trusted advisor and back-office service provider located in Portland, Oregon. With a stunning backdrop of Mount Hood, Portland offers a mix of cosmopolitan atmosphere and small-town warmth, making it an ideal location for all types of tours. At Fiducial, we understand the value of hard work and strive to provide top-notch services to businesses. Our offerings include financial management, tax planning, payroll processing, and business reviews to help you make informed decisions and operate efficiently.