Insurance expertise in Oregon
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Financial Investment Team
● ClosedThe Financial Investment Team is a leading finance and insurance agency located at 650 Northeast Holladay Street in Portland, Oregon, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and risk management. With a commitment to personalized service and tailored solutions, we strive to provide our clients with the tools and expertise they need to secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the Financial Investment Team is here to help you every step of the way.
650 NE Holladay St suite 1600 room 1, Portland, OR 97232, United States -
Living Tree Financial Consulting
● OpenLiving Tree Financial Consulting, located at 3550 Liberty Road South in Salem, Oregon, offers comprehensive financial and investment planning services to help you secure a beautiful tomorrow. Our experienced professionals work with you to create custom strategies tailored to your specific financial goals, whether it's retirement planning, saving for college, or ensuring financial security for your loved ones. As a finance institution, we provide advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC, to residents of select states. Fixed insurance services are also available through Stefani Iverson.
3550 Liberty Rd S, Salem, OR 97302, United States -
Aldrich Benefits
● ClosedAldrich Benefits is an insurance agency located at 680 Hawthorne Avenue Southeast in Salem, Oregon. Founded in 1973 by Kent Aldrich, the agency prides itself on providing local expertise and exceptional service to clients in Salem, the Willamette Valley, and across the United States. With nearly 50 years of experience, Aldrich has become a trusted business advisor in the community, offering services such as financial statement assurance and strategic business planning for closely held businesses. Under the leadership of Office Managing Partner Daryl Knox, Aldrich Benefits has been recognized as one of the Top 100 Best Places to Work in Oregon for over five consecutive years. Daryl, who has been with the firm for nearly 20 years, is a Certified Public Accountant and Certified Construction Industry Financial Professional. He has a wealth of experience in tax reforms for agricultural cooperatives in Oregon and is dedicated to providing quality service and expert advice to clients.
680 Hawthorne Ave SE #140, Salem, OR 97301, United States -
Chappell Charles H CPA
● OpenChappell Charles H CPA is a trusted institution located at 358 Northeast Winchester Street in Roseburg, Oregon, United States. Specializing in accounting and finance services, they cater to individuals and businesses in the health care/medical and insurance fields. Managed by Chuck Chappell, a licensed CPA and certified valuation analyst, the firm prides itself on providing tax, accounting, and CFO services with a focus on trust and integrity. Chuck's commitment to his clients' financial success is evident in his dedication to offering personalized and expert advice. With a team of professionals offering a wide spectrum of services, including business valuation, consulting, and tax planning, Chappell Charles H CPA ensures that their clients receive the best expertise available. Affiliated with RSM Global's Firm Foundation Program, the firm has access to niche specialties and resources, allowing them to provide seamless and efficient service to clients. Chuck's passion for his work is reflected in his seasonal approach, where he takes the time to reconnect with clients during busy seasons and offer tailored solutions to their financial needs. In his free time, Chuck enjoys golf, cycling, church activities, and spending time with his family. With a focus on industries such as health care/medical, insurance, business, real estate, construction, and forest products, Chappell Charles H CPA offers a comprehensive range of services including medical consulting, business valuations, tax preparation, and financial planning. With a team of dedicated professionals, Chappell Charles H CPA is committed to providing the highest-quality services with integrity and innovation, making them the premier CPA firm in Southern Oregon.
358 NE Winchester St, Roseburg, OR 97470, United States -
Thomas Hoover - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Hoover is a financial advisor at Ameriprise Financial Services, LLC located at 6500 SW Beaverton Hlsdl Hwy in Portland, Oregon, United States. Thomas holds various certifications such as 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®. Thomas specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products. Through his expertise and commitment to excellence, Thomas helps clients make informed financial decisions and achieve their long-term financial goals.
6500 SW Beaverton Hlsdl Hwy Ste 1, Portland, OR 97225, United States -
Jackson Schwarz - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJackson Schwarz is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 10220 Southwest Greenburg Road in Portland, Oregon, United States. Specializing in finance, Jackson Schwarz holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products, Jackson Schwarz provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, as a Certified Military Financial Advisor®, Jackson Schwarz is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuous education, Jackson Schwarz is dedicated to helping clients achieve their financial goals and secure their financial future.
10220 SW Greenburg Rd Ste 120, Portland, OR 97223, United States -
Travis Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTravis Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC, located at 6500 Southwest Beaverton Hillsdale Highway, Portland, Oregon, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Travis Van Dyke provides comprehensive financial planning tailored to meet the individual needs of clients. From asset management to retirement planning, estate planning, and investment opportunities, Travis Van Dyke is dedicated to helping clients achieve their financial goals. With a focus on ethical practices and continued education, Travis Van Dyke is committed to providing top-notch financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or tax planning, Travis Van Dyke has the expertise and knowledge to help you navigate the complex world of finance. Contact Travis Van Dyke today to start planning for a secure financial future.
6500 SW Beaverton Hillsdale Hwy Ste 1, Portland, OR 97225, United States -
Pearson Financial Group
● ClosedPearson Financial Group is a renowned finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a reputation for excellence and expertise in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Pearson Financial Group has the experience and knowledge to guide you towards financial success. Their team of professionals is dedicated to providing personalized solutions tailored to meet your specific needs. Trust Pearson Financial Group to be your partner in building a secure financial future.
3 Centerpointe Dr # 200, Lake Oswego, OR 97035, United States -
Ron Bright - Ameriprise Financial Services, LLC
● ClosedRon Bright - Ameriprise Financial Services, LLC is a finance institution located at 1000 Southwest Broadway, Portland, Oregon, United States. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of the advisors at Ameriprise Financial Services, LLC. The institution offers a complimentary initial consultation for those looking to secure a more confident financial future, providing an overview of financial planning concepts. Investment products are not insured by the FDIC or any federal agency, and involve investment risks, but Ameriprise Financial Services, LLC is dedicated to helping clients navigate these risks and make informed decisions.
1000 SW Broadway Ste 2200, Portland, OR 97205, United States -
Bill Terrill - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBill Terrill - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street, Portland, Oregon, is a finance institution offering a range of services tailored to meet the unique needs of individuals. Bill Terrill holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and advanced knowledge in financial planning, Bill Terrill provides personalized solutions for retirees, small business owners, high net worth clients, and individuals with specific financial needs. Whether you are looking for advice on portfolio management, tax planning, insurance products, or retirement strategies, Bill Terrill is dedicated to helping you achieve your financial goals.
7450 SW Beveland St #100, Portland, OR 97223, United States -
Simon Rupard - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSimon Rupard is a Financial Advisor at Ameriprise Financial Services, LLC located at 5550 South Macadam Avenue in Portland, Oregon, United States. Simon is dedicated to providing comprehensive financial planning services to individuals and small business owners. He 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies, Simon is committed to helping his clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating a divorce, Simon Rupard is here to provide personalized and professional financial advice tailored to your individual needs.
5550 S Macadam Ave #102, Portland, OR 97239, United States -
Wesley Peltzer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWesley Peltzer is a financial advisor at Ameriprise Financial Services, LLC located at 110 Southwest Bancroft Street in Portland, Oregon, United States. Wesley holds multiple 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®, CFP®, 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®. Wesley is dedicated to providing expert financial advice and personalized solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Wesley's extensive knowledge and expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and financial planning principles make him a trusted advisor in the finance industry. Contact Wesley Peltzer today for comprehensive financial planning services tailored to your specific needs.
110 SW Bancroft St Ste A, Portland, OR 97239, United States -
Ryan Price - Ameriprise Financial Services, LLC
● OpenRyan Price - Ameriprise Financial Services, LLC, located at 5550 South Macadam Avenue in Portland, Oregon, offers a wide range of financial services to individuals and businesses. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the team at Ryan Price - Ameriprise Financial Services, LLC is dedicated to providing comprehensive and personalized financial solutions to meet the unique needs of each client. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, the experienced professionals at Ryan Price - Ameriprise Financial Services, LLC are here to help.
5550 S Macadam Ave #102, Portland, OR 97239, United States -
Jeffrey H Beck - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey H Beck is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 777 Northeast 2nd Street, Corvallis, Oregon, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a strong focus on ethical practices and continuing education, Jeffrey provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, he specializes in areas such as domestic partnership planning, philanthropy, and exit planning for entrepreneurs. Whether you are looking for guidance on investments, insurance products, or estate planning, Jeffrey H Beck is dedicated to helping you achieve your financial goals.
777 NE 2nd St Ste G, Corvallis, OR 97330, United States -
AJ Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAJ Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 2260 Oakmont Way, Eugene, Oregon, United States, offers a wide range of financial services to meet the diverse needs of individuals. The institution provides expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. The team at AJ Smith includes professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their commitment to excellence and ongoing education in the field of finance. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, AJ Smith has the knowledge and experience to help you achieve your financial goals. With a focus on ethical practices and a dedication to client satisfaction, AJ Smith is a trusted partner in financial planning and wealth management.
2260 Oakmont Way Ste 5, Eugene, OR 97401, United States -
Tim Schor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTim Schor - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2260 Oakmont Way in Eugene, Oregon, is a finance institution specializing in providing comprehensive wealth management services. Tim Schor holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Tim Schor is also a Certified Divorce Financial Analyst and a Certified Estate Planner™, offering specialized services for clients going through major life transitions. Additionally, he is recognized as a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, ensuring a high standard of excellence in personal financial planning. With a commitment to ongoing education and professional development, Tim Schor is dedicated to providing tailored financial solutions to meet the unique needs of each client.
2260 Oakmont Way Ste 5, Eugene, OR 97401, United States -
Andrew Kalpakis - Thrivent
● ClosedAndrew Kalpakis - Thrivent is a finance institution located at 1800 Valley River Drive in Eugene, Oregon, United States. At Thrivent, money is seen as a tool to help individuals reach their higher purpose. The team at Layne Douglas & Associates provides financial expertise and purpose-based planning to bring clarity to clients' financial situations. They offer strategies and coaching tailored to individual needs, regardless of financial confidence levels. Clients from around the nation can benefit from Thrivent's services, with the option for in-person meetings. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients have the option to engage further with Thrivent through Dedicated Planning Services for written recommendations for a fee.
1800 Valley River Dr #400, Eugene, OR 97401, United States -
Connor Day - Financial Advisor, Ameriprise Financial Services, LLC
● OpenConnor Day is a Financial Advisor at Ameriprise Financial Services, LLC, located at 235 Front Street Southeast, Salem, Oregon, United States. Connor 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®. These certifications demonstrate Connor's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuous education, Connor is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are seeking assistance with investment opportunities, insurance products, or financial planning for specific life stages, Connor Day is committed to helping you achieve your financial goals.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
Rory C Robison, Financial Advisor - Eagle Strategies
● OpenRory C Robison, Financial Advisor at Eagle Strategies, located at 120 Oakway Center in Eugene, Oregon, offers holistic financial planning services to help clients protect their future and enjoy life's pleasures. With over two decades of experience, the institution focuses on providing clarity and peace of mind by creating personalized financial plans that align with individual goals and priorities. Clients receive personal support, extensive resources, and guidance to help them make informed decisions and achieve their financial objectives with confidence. The institution values trusted human guidance and aims to be a partner in helping clients maximize their wealth and lead fulfilling lives. Services include insurance sales through New York Life Insurance Company, investment advisory services through Eagle Strategies LLC, and securities products and services through NYLIFE Securities LLC. Clients in Oregon, Arizona, Idaho, Utah, and Washington can benefit from the institution's expertise in financial planning. Contact Rory Robison for more information on how to protect, grow, and maximize your financial assets.
120 Oakway Center, Eugene, OR 97401, United States -
LPL Financial
● ClosedLPL Financial is a reputable finance and insurance agency located at 237 Southeast K Street in Grants Pass, Oregon, United States. With a commitment to providing personalized financial services and comprehensive insurance solutions, LPL Financial offers a wide range of products and expertise to help clients achieve their financial goals and protect their assets. The institution prides itself on its professionalism, integrity, and dedication to client satisfaction.
237 SE K St, Grants Pass, OR 97526, United States -
Tripp Wright - Prudential Financial
● ClosedTripp Wright - Prudential Financial is a leading finance institution located at 5500 Meadows Road in Lake Oswego, Oregon, United States. With a focus on providing top-notch financial services and expertise, Tripp Wright - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experienced team at Tripp Wright - Prudential Financial is here to provide personalized and professional assistance. Trust in Tripp Wright - Prudential Financial for all your financial needs.
5500 Meadows Rd #175, Lake Oswego, OR 97035, United States -
Restoration Cowboy
● OpenRestoration Cowboy is a general contractor located at 800 Long Street in Sweet Home, Oregon, offering 24/7 Emergency Disaster Restoration Services for Commercial & Residential Real Estate Owners. Our experienced team of contractors and technicians is dedicated to helping property owners recover quickly from almost any disaster. We redefine restoration services by working directly for you to ensure your insurance company covers every penny you're entitled to. Whether it's water damage, mold, septic issues, or fire and smoke damage, we specialize in maximizing your insurance claims. Our process includes meticulous mitigation, demolition, and pressure on insurance companies for fair compensation. We empower our clients, especially seniors and veterans, by not collecting deductibles and leaving the buildback funds in your hands.
800 Long St, Sweet Home, OR 97386, United States -
Fair and Square Home Repairs LLC
● ClosedFair and Square Home Repairs LLC is a reputable general contractor located at 509 Northgate, Pendleton, Oregon, United States. Our company is committed to providing exceptional service and unparalleled workmanship on every assignment. We are fully licensed, bonded, and insured, ensuring peace of mind for our clients. With years of experience and expertise, we offer a variety of home improvement and home renovation services to meet the needs of our customers. We work closely with our clients to meet deadlines, maintain open communication, and keep them updated on the progress of their project. Our goal is to ensure that every project is completed to the satisfaction of our clients and within budget.
509 Northgate, Pendleton, OR 97801, United States -
Dr. Dennis Barnett
● ClosedLocated at 6250 Commercial Street Southeast in Salem, Oregon, Dr. Dennis Barnett's institution, Be Strong Direct Primary Care, offers a holistic approach to health and wellness. Dr. Barnett, a graduate of the University of Missouri-Kansas City School of Medicine, specializes in regenerative medicine techniques such as Shockwave therapy and EMTT, as well as Hormone Replacement Therapy and Testosterone Replacement Therapy. With a patient-first approach, Dr. Barnett aims to guide individuals through their health journey, combining medical expertise with personalized care. In addition to his medical practice, Dr. Barnett is an avid sports enthusiast and lover of motorcycles, vintage trucks, and classic cars. At Be Strong Direct Primary Care, patients can expect high-quality, compassionate, and timely care from a dedicated medical team. The institution offers a diverse hybrid model of primary care, accepting most insurances while also catering to concierge patients with a monthly membership fee. With a focus on preventive care and comprehensive wellness, Be Strong Direct Primary Care provides unlimited access to Dr. Barnett, emphasizing personalized healthcare that prioritizes the individual needs of each patient.
6250 Commercial St SE Suite 100B, Salem, OR 97306, United States -
Forensic Accounting Experts
● ClosedForensic Accounting Experts is a reputable institution specializing in the field of forensic accounting, located at 5200 Meadows Road in Lake Oswego, Oregon, United States. With a team of highly skilled professionals, they provide expert services in the areas of accounting and finance, offering thorough investigations, analysis, and reporting for legal proceedings. Their dedication to accuracy and attention to detail make them a trusted resource for individuals and businesses in need of financial expertise.
5200 Meadows Rd Suite 200, Lake Oswego, OR 97035, United States -
Forensic Accounting Corp
● ClosedForensic Accounting Corp, located at 8400 Southwest Nimbus Avenue in Beaverton, Oregon, is a leading institution in the field of forensic accounting and finance. Specializing in providing a wide range of forensic accounting solutions to the legal and insurance communities in Beaverton, FAC's team of experts can assist in identifying, preserving, and reporting on digital evidence and electronically stored information. In addition to forensic accounting services, FAC's Beaverton office offers litigation support in various business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in the industry, FAC brings a wealth of business and legal knowledge to the litigation process, providing attorneys and clients with financial and investigative expertise.
8400 SW Nimbus Ave, Beaverton, OR 97008, United States -
Forensic Accounting Corp.
● OpenForensic Accounting Corp. is a leading institution in Gresham, Oregon, offering a wide range of forensic accounting solutions to the legal and insurance industries. Located at 4285 West Powell Boulevard, our team of specialists is equipped to identify, preserve, and report on all types of digital evidence and electronically stored information (ESI). In addition to our forensic accounting services, we also provide litigation support for business disputes, shareholder and partner conflicts, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal knowledge to the table, ensuring that attorneys and clients receive top-notch financial and investigative expertise.
4285 W Powell Blvd, Gresham, OR 97030, United States -
Smith's Pack & Ship
● ClosedSmith's Pack & Ship is a one-stop destination for all your packing and shipping needs in Ontario, Oregon. Conveniently located at 251 West Idaho Avenue, our experienced team is dedicated to ensuring that your items are securely packaged and delivered to their destination safely and on time. Whether you need to send a small package across town or ship a large item internationally, we have the expertise and resources to meet your requirements. With a focus on customer satisfaction and attention to detail, Smith's Pack & Ship is your trusted partner for all your packing and shipping needs.
251 W Idaho Ave, Ontario, OR 97914, United States
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List of local businesses, places and services in Oregon
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