TOP 30 Savings accounts in Oregon

294 results found

Househappy Corporate Headquarters, located at 5757 South Macadam Avenue in Portland, Oregon, is a general contractor that offers exclusive deals on repairs, maintenance, and renovations delivered right to your inbox. With your Househappy Concierge, you will have assistance with all your home projects for the entire life of your home, connecting you with the best professionals in the industry. By working with your Househappy Concierge, you can digitally collect and store important data points about your home, saving time and money when scheduling future projects and considering bids, potentially increasing your home's value. Every week, you will receive exclusive deals and important maintenance reminders tailored to your home's needs. This helps you save money and maintain equity in the long run by staying on top of your home's seasonal maintenance. You can also monitor your Real Home Value each time you log into your Househappy account, with your home valuation updating monthly.

Dixson Mischel LLP is a full-service CPA firm located at 72A Centennial Loop in Eugene, Oregon. Our team consists of three licensed CPAs, two Enrolled Agents for the IRS, and one Licensed Tax Consultant, all dedicated to helping you achieve your financial goals. We offer comprehensive tax and accounting services to ensure you can focus on growing your business or enjoying peace of mind with your personal finances. Our firm provides up-to-date information on tax savings opportunities and financial planning strategies to help you make informed decisions. We utilize Ultratax (Thomson Reuters), the premier tax solution and research software in the industry, to handle your taxes efficiently and accurately. Trust Dixson Mischel LLP to help you make the most of your resources and reach your financial objectives.

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.

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.

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.

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.

Merrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER. At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.

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.

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.

Moore Tax Solutions LLC is a professional accounting and finance institution located at 333 South State Street in Lake Oswego, Oregon. With a team of experienced and knowledgeable professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or compliance, Moore Tax Solutions LLC is dedicated to helping their clients navigate the complexities of the tax system. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Griffin 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.

West Salem Tax is a reputable accounting and finance institution located in Salem, Oregon. Specializing in individual income taxes and small business services, we are dedicated to helping our clients save as much taxes as legally possible while planning for the future. Our team of expert bookkeepers, accountants, and CPAs customize services to meet your needs and budget, whether you have 1-50 employees. From payroll processing to compliance issues, we ensure timely and accurate reports to help you run your business efficiently. As your trusted advisors, we offer partner-like service to navigate and make the best business decisions. We provide benchmarking reports to compare you to industry standards and identify areas for cost-cutting or increased focus. Our goal is to help you achieve your business goals, whether it's increasing the bottom line, reducing taxes, or implementing exit strategies. With a focus on customer service, we offer personalized plans to fit your financial goals and budgets.

Collective CPAs Advisors is a dedicated team located at 525 3rd Street in Lake Oswego, Oregon, United States. Specializing in accounting and finance, we are committed to enabling entrepreneurial vitality through relationship consulting and results-oriented advice. Our full-service, technology-enabled small business accounting solutions support entrepreneurs at every stage of business growth. As small business tax experts, we navigate the complexities of the ever-changing tax landscape so you can focus on what matters most. Additionally, we provide HR, employee benefits, and payroll compliance support to help you better serve your workforce and save time. We prioritize quality relationships and strive to serve our clients faithfully through servant leadership and mutual trust. No matter where you are today, we want to be a part of your tomorrow.

OregonSaves is a retirement savings program offered by the state of Oregon, providing an easy and automatic way for Oregonians to save for their future. Located at 867 Hawthorne Avenue Southeast in Salem, Oregon, this local government office offers a convenient and portable Individual Retirement Account (IRA) for workers without access to a workplace retirement plan, self-employed individuals, and others looking to save for retirement. Employers can register for OregonSaves to provide this beneficial program to their employees, helping them plan for their future. With investment options selected by the Oregon Retirement Savings Board, participants can save for their retirement dreams while benefiting from tax advantages. OregonSaves is a voluntary program, and individuals should consult with their financial advisor for personalized advice. Follow OregonSaves on social media for updates and information on retirement savings.

Tend Healthcare Inc is a specialized health institution located in Portland, Oregon, United States. We offer convenient and private telehealth services for healthcare professionals, focusing on tending to their unmet needs. Our doctoral level clinicians provide high quality care tailored to your busy schedule, with sessions available in the evenings and weekends. We offer one-on-one counseling and group coaching sessions, with medication support services available for flexible spending accounts or health savings accounts. Our team includes experienced professionals like Allison Fox, FNP and Joan Fleishman, PsyD, who are dedicated to helping healthcare providers thrive in all aspects of their life. Join us today to receive the latest news and support from Tend Healthcare Inc.

Payroll Professional is a leading institution in the field of accounting and finance, located at 17105 Southwest Baseline Road in Beaverton, Oregon, United States. Our team of experts is dedicated to providing top-notch payroll services and solutions to businesses of all sizes. With our comprehensive knowledge and experience in payroll management, we ensure accuracy, efficiency, and compliance with all relevant regulations. Whether you are a small business or a large corporation, Payroll Professional is here to handle all your payroll needs with professionalism and expertise. Trust us to streamline your payroll processes and help you save time and resources. Contact us today to learn more about our services and how we can support your business.

Tax Mini Mizers is a reputable accounting and finance institution located at 529 Southwest Levens Street in Dallas, Oregon, United States. Our team of professionals specializes in helping individuals and businesses minimize their tax liabilities through strategic planning and expert advice. With years of experience in the industry, we are dedicated to providing top-notch services that ensure our clients are able to maximize their financial savings. Trust Tax Mini Mizers to help you navigate the complex world of taxes and finances with ease and confidence.

Wendy S Dixson CPA, located at 72A Centennial Loop in Eugene, Oregon, is a part of Dixson Mischel LLP, a full-service CPA firm specializing in accounting and finance. With three licensed CPAs, two Enrolled Agents for the IRS, and one Licensed Tax Consultant on staff, Wendy S Dixson CPA is dedicated to helping clients effectively utilize their resources to achieve their financial goals. The institution offers comprehensive and reliable tax and accounting services, allowing clients to focus on growing their businesses or simply not worry about personal taxes and bookkeeping. Clients can expect to be informed about current tax savings opportunities and financial planning strategies, with access to the latest financial information and strategies in the industry.

Balanced Bookkeeping & Tax Services is a reputable accounting and finance institution located at 898 Main Street in Sweet Home, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients maintain balanced financial records and maximize their tax savings. Trust Balanced Bookkeeping & Tax Services for all your accounting needs.

Perfect Balance Solutions is a reputable accounting and finance institution located at 260 Southwest Newton Drive in Winston, Oregon, United States. With over 20 years of experience in the field, we specialize in accounts payable and receivable processes, financial statement preparation, payroll processing, and financial analysis. Our goal is to help businesses thrive financially by identifying cost-saving opportunities and improving budgeting and forecasting accuracy. We take pride in providing professional, accurate bookkeeping services with the highest quality of service. As a member of the Douglas County community, we are dedicated to helping local businesses succeed. Contact us today to see how we can help your business achieve perfect financial balance.

Community Bank is a reliable financial institution located at 609 North Main Street in Joseph, Oregon, United States. As a full-service bank, we offer a wide range of financial services including ATM access, personal and business banking, loans, and investment options. Our dedicated team of professionals is committed to providing top-notch customer service and helping our clients achieve their financial goals. Whether you're looking to open a savings account, apply for a mortgage, or simply withdraw cash from our convenient ATM, Community Bank is here to serve you. Visit us today and experience the difference of banking with a community-focused institution.

The U.S. Bank Branch located at 264 A Street West in Vale, Oregon, United States is a trusted financial institution offering a wide range of banking services to individuals and businesses. From checking and savings accounts to loans and investment options, U.S. Bank is committed to helping customers achieve their financial goals. With a focus on customer service and community involvement, this branch provides a welcoming and professional environment for all your banking needs.

The United States Postal Service (USPS) located at 177 B Street East in Vale, Oregon, is a vital institution that serves as both a post office and a financial hub for the local community. As the primary postal service provider in the United States, USPS offers a wide range of mailing and shipping services, as well as money orders, postal savings accounts, and other financial services. With a long history of reliable and efficient service, USPS plays a crucial role in connecting people and businesses across the country. Visit the Vale branch of USPS for all your mailing and financial needs.

The U.S. Bank Branch located at 281 Southwest 1st Street in Ontario, Oregon is a trusted financial institution offering a wide range of banking and finance services. Whether you're looking to open a checking or savings account, apply for a loan, or invest in your future, our knowledgeable staff is here to help. With a commitment to providing excellent customer service and competitive rates, U.S. Bank is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your banking needs.