Specialized tax services in Oregon
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John Andrea - Thrivent
● OpenJohn Andrea - Thrivent is a finance institution located at 9397 Southwest Locust Street in Portland, Oregon, United States. Specializing in helping Christians connect their finances with their faith, John Andrea - Thrivent is licensed in multiple states including Arizona, California, Colorado, Florida, Idaho, Minnesota, Montana, North Carolina, New Jersey, New York, Oregon, Texas, Utah, Vermont, and Washington. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are advised to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee.
9397 SW Locust St, Portland, OR 97223, United States -
Crest Financial LLC
● OpenCrest Financial LLC is a reputable finance institution located at 23847 Sky Lane in Elmira, Oregon, United States. We specialize in providing a wide range of financial services to our clients, including loans, investment management, and financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Crest Financial LLC is the trusted choice for all your financial needs.
23847 Sky Ln, Elmira, OR 97437, United States -
Kernutt Stokes - Corvallis Certified Public Accountants & Consultants
● OpenKernutt Stokes is a reputable firm of Certified Public Accountants and Consultants located in Corvallis, Oregon. With a prime location at 2273 Northwest Professional Drive, this institution specializes in providing expert accounting and finance services to individuals, businesses, and organizations in the area. Their team of professionals is dedicated to delivering personalized solutions and strategic advice to help clients achieve their financial goals. Whether you need assistance with tax planning, auditing, or financial consulting, Kernutt Stokes is committed to providing top-notch service and expertise.
2273 NW Professional Dr #200, Corvallis, OR 97330, United States -
Accuity, LLC
● ClosedAccuity, LLC is a financial institution located at 436 West 1st Avenue, Albany, Oregon, United States. Specializing in accounting and finance services, we offer a range of online apps to assist with conducting business transactions. Our team can help take the stress out of running your business by providing audit and review services for financial statements, handling complex payroll work, managing cash flow, and offering advice on managing business debt effectively. We also focus on the wellness of your business, body, and mind, and provide strategies for surviving supply chain disruptions. Additionally, we can help curate a menu for holiday feasts that cater to all dietary preferences and restrictions. Let Accuity, LLC be your partner in achieving financial success.
436 W 1st Ave, Albany, OR 97321, United States -
Guiding Financial, LLC Financial Planning, Counseling and Coaching for Women
● ClosedGuiding Financial, LLC is a financial institution located in Eugene, Oregon, United States, specializing in financial planning, counseling, and coaching for women. Our fee-only financial advisor works closely with middle-income women to help remove uncertainty in their financial decisions, allowing them to enjoy the life they are creating in the present. Our services cover a wide range of financial topics, including investments, taxes, insurance, estate planning, cash flow, and retirement. At Guiding Financial, we believe in creating a personalized approach to financial planning, taking into consideration each client's values and goals. Our goal is to help women create financial security and freedom, allowing them to live a life they love and can afford. Our founder, with a background in financial planning and counseling, is dedicated to serving clients with the utmost care and respect.
207 E 5th Ave Suite 220, Eugene, OR 97401, United States -
Charles Schwab
● OpenCharles Schwab is a renowned financial institution located at 975 Oak Street in Eugene, Oregon, United States. Specializing in finance, Charles Schwab offers a wide range of services including investment advice, wealth management, retirement planning, and more. With a reputation for excellence and a dedication to helping clients achieve their financial goals, Charles Schwab is a trusted partner for individuals and businesses alike. Visit their office in Eugene to learn more about the financial solutions they offer.
975 Oak St #150, Eugene, OR 97401, United States -
U.S. Bank - Private Wealth Advisor: Debra Leiken
● OpenU.S. Bank - Private Wealth Advisor: Debra Leiken is a leading financial institution located at 800 Willamette Street in Eugene, Oregon. Specializing in private wealth management, Debra Leiken and her team provide personalized financial planning and investment services to high-net-worth individuals and families. With a focus on building long-term relationships and delivering customized solutions, U.S. Bank - Private Wealth Advisor: Debra Leiken is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Eugene, Oregon, United States to learn more about their comprehensive wealth management services.
800 Willamette St, Eugene, OR 97401, United States -
Merriman Wealth Management
● OpenMerriman Wealth Management is a leading finance institution located at 1400 Executive Parkway in Eugene, Oregon, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on long-term growth and financial security, Merriman Wealth Management is committed to providing top-notch service and guidance to clients.
1400 Executive Pkwy Suite #110, Eugene, OR 97401, United States -
Valic
● OpenValic is a reputable finance and insurance agency located at 488 East 11th Avenue in Eugene, Oregon, United States. We specialize in providing a wide range of financial services and insurance products to help our clients achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for investment advice, retirement planning, or insurance coverage, Valic is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
488 E 11th Ave, Eugene, OR 97401, United States -
Sanddollar Wealth Management
● OpenSanddollar Wealth Management is a leading finance institution located at 485 Alexander Loop in Eugene, Oregon, United States. Specializing in wealth management services, our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and expert advice, Sanddollar Wealth Management is committed to providing top-tier financial services to individuals and families seeking to grow and protect their wealth. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a secure financial foundation for tomorrow.
485 Alexander Loop Ste 130, Eugene, OR 97401, United States -
BKM Financial
● OpenBKM Financial is a reputable finance institution located at 1901 Garden Avenue in Eugene, Oregon, United States. Specializing in a wide range of financial services, BKM Financial is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, BKM Financial provides personalized solutions and expert advice to clients seeking financial stability and success. Whether you need assistance with investments, loans, or financial planning, BKM Financial is here to help you navigate the complexities of the financial world. Trust BKM Financial to guide you towards a secure and prosperous financial future.
1901 Garden Ave Suite 101, Eugene, OR 97403, United States -
Jones & Roth CPAs and Business Advisors
● OpenJones & Roth CPAs and Business Advisors is a leading institution in the field of accounting and finance, located at 260 Country Club Road in Eugene, Oregon, United States. With over 75 years of experience, our specialized teams of experts are dedicated to helping businesses, nonprofits, and individuals achieve their financial goals. We offer services in Financial & Operational Management Excellence, partnering with clients to provide tailored solutions. Our team of experienced CPAs and Business Advisors work in 13 specialized teams, ensuring comprehensive and personalized service. We have three office locations in Oregon, including Eugene, Bend, and Hillsboro. Our team members, such as Kim, Michael, Nicole, Robin, and Evan, bring a diverse range of expertise and experience to the firm. From employee benefit audits to wealth management services, our professionals are committed to delivering top-notch service to our clients.
260 Country Club Rd #100, Eugene, OR 97401, United States -
Pacific Valuation & Forensics, LLC
● OpenPacific Valuation & Forensics, LLC is a leading institution located at 3295 Triangle Drive Southeast in Salem, Oregon, United States. Specializing in business valuation, appraisal, and litigation support, our team understands that the process is both an art and a science. With a focus on gathering and analyzing data, our valuators provide well-reasoned and defensible estimates of value that can support a variety of financial decisions. Whether you need assistance with business and estate planning, buy-sell transactions, securing financing, or litigation matters, our team is here to provide expert guidance and support. Our range of services also includes information, training, and support for all types of financial needs throughout the cycle of life, family, or business.
3295 Triangle Dr SE #200, Salem, OR 97302, United States -
B\VAL CPAs & Advisors
● OpenB\VAL CPAs & Advisors is a trusted accounting and finance institution located in Eugene, Oregon. Specializing in consulting and problem-solving for closely-held, local businesses, our team values honesty, openness, and empathy in our relationships with clients. We strive to provide financial security and confidence through tailored solutions, whether it's alleviating financial stressors or planning for retirement. With a team of caring individuals who share compatible values and a drive for success, we prioritize working with nice people who value teamwork and respect. Visit us at 940 Willamette Street, Suite 330, Eugene, OR 97401 or call us at 541-485-8772 to experience our approachable and effective financial services.
940 Willamette St Suite 330, Eugene, OR 97401, United States -
Green Leaf Financial Consulting, LLC
● OpenGreen Leaf Financial Consulting, LLC is a reputable finance institution located at 2350 Oakmont Way in Eugene, Oregon, United States. Specializing in providing expert financial advice and services, Green Leaf is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Green Leaf offers personalized consulting services tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your finances more effectively, Green Leaf Financial Consulting, LLC is here to help you navigate the complex world of finance with confidence and ease.
2350 Oakmont Way #106, Eugene, OR 97401, United States -
Best Practice Bookkeeping and Payroll
● ClosedBest Practice Bookkeeping and Payroll is a trusted institution located at 425 2nd Avenue in Albany, Oregon, United States. Specializing in accounting and finance services, our dedicated team ensures accurate and efficient bookkeeping and payroll solutions for businesses of all sizes. With a commitment to excellence and professionalism, we strive to provide the best practices in financial management to help our clients succeed. Contact us today to learn more about how we can support your business needs.
425 2nd Ave #105, Albany, OR 97321, United States -
DuPont Financial Group
● OpenDuPont Financial Group is a well-established institution located at 447 Ferry Street Southeast in Salem, Oregon, United States. Specializing in finance, health, and insurance services, DuPont Financial Group offers a wide range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing personalized and comprehensive financial planning and insurance coverage to help individuals and businesses achieve their goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, DuPont Financial Group is committed to delivering top-notch services and support to ensure your financial well-being.
447 Ferry St SE, Salem, OR 97301, United States -
Bain Wealth Management
● ClosedBain Wealth Management is a leading financial institution located at 4085 Hager Street Southeast in Salem, Oregon, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. With a commitment to excellence and a focus on building long-term relationships, Bain Wealth Management is the trusted partner you need to secure your financial future. Contact us today to learn more about how we can help you reach your financial objectives.
4085 Hager St SE Suite 100, Salem, OR 97317, United States -
The H Group, Inc.
● ClosedThe H Group, Inc. is a finance institution located at 500 Liberty Street Southeast in Salem, Oregon, United States. Specializing in financial planning and investment management, The H Group, Inc. provides personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, they offer expert advice and guidance to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, The H Group, Inc. is dedicated to helping you make informed financial decisions.
500 Liberty St SE Ste. 310, Salem, OR 97301, United States -
Dynamic Risk Consulting LLC
● OpenDynamic Risk Consulting LLC is a premier accounting and finance institution located at 242 Church Street Southeast in Salem, Oregon, United States. Our team of experts specializes in providing dynamic risk management solutions to help businesses navigate complex financial challenges. With a focus on strategic planning and innovative solutions, we are dedicated to helping our clients achieve their financial goals and maximize their success. Trust Dynamic Risk Consulting LLC to provide the professional expertise and personalized service you need to thrive in today's competitive business environment.
242 Church St SE Suite #200, Salem, OR 97301, United States -
Jamison Hanson, LLC
● OpenJamison Hanson, LLC is a finance institution located at 1564 Commercial Street Southeast in Salem, Oregon, United States. Specializing in Wealth Management and Retirement Planning, our team of Financial Advisors offers a free review to help you capitalize on opportunities and get back to the life you love. As a full-service, fee-only financial planning and accounting firm, we provide comprehensive wealth management services to meet all your financial needs in one place. With regular meetings and a thorough review of your financial landscape, we help you take advantage of wealth-building opportunities and minimize your tax burden. Our team of experts, including a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, is dedicated to serving your best interests and providing a big-picture plan for your finances. Contact us today to schedule your free review and start living your life well.
1564 Commercial St SE, Salem, OR 97302, United States -
Jason Drews - Thrivent
● OpenJason Drews - Thrivent is a finance institution located at 340 Miller Street Southeast in Salem, Oregon, United States. Specializing in financial planning and investment services, Jason Drews - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on creating personalized strategies tailored to each client's unique needs, the team at Jason Drews - Thrivent is committed to providing expert guidance and support every step of the way. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jason Drews - Thrivent is here to help you navigate the complexities of the financial world with confidence and peace of mind.
340 Miller St SE, Salem, OR 97302, United States -
U.S. Bank - Wealth Management Banker: Devin Marche
● OpenU.S. Bank - Wealth Management Banker: Devin Marche is a leading financial institution located at 5753 Main Street in Springfield, Oregon, United States. Specializing in wealth management services, Devin Marche and his team provide personalized financial solutions to help clients achieve their financial goals. With a focus on building and preserving wealth, U.S. Bank offers a range of services including investment management, retirement planning, and estate planning. Trustworthy and reliable, Devin Marche is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Contact U.S. Bank - Wealth Management Banker: Devin Marche today to start planning for a brighter tomorrow.
5753 Main St, Springfield, OR 97478, United States -
Lulay Financial, LLC Raymond James
● OpenLulay Financial, LLC Raymond James is a finance institution located at 1171 North First Avenue in Stayton, Oregon, United States. Specializing in financial services, they offer personalized investment strategies and financial planning to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Lulay Financial, LLC Raymond James is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1171 N First Ave, Stayton, OR 97383, United States -
Robert A Morrison Accounting
● OpenRobert A Morrison Accounting is a reputable accounting institution located at 595 Weeks Drive Northeast in Keizer, Oregon, United States. Our dedicated team of professionals specializes in providing top-notch accounting and finance services to individuals and businesses alike. With years of experience and expertise in the field, we are committed to helping our clients achieve their financial goals and ensure their financial success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our team is here to provide you with personalized and reliable services. Contact us today to learn more about how Robert A Morrison Accounting can help you with all your accounting and finance needs.
595 Weeks Dr NE, Keizer, OR 97303, United States -
Aldrich CPAs + Advisors
● OpenAldrich CPAs Advisors is a renowned accounting and finance institution located at 680 Hawthorne Avenue Southeast in Salem, Oregon, United States. Founded in 1973 by Kent Aldrich, the institution prides itself on providing local expertise with exceptional service to clients in Salem, the Willamette Valley, and across the US. With nearly 50 years of experience, Aldrich has become deeply rooted in the community and is known for empowering its workforce to exceed client expectations. Led by Office Managing Partner Daryl Knox, the Salem team at Aldrich specializes in financial statement assurance and strategic business planning for closely held businesses. Daryl, with almost 20 years of experience, has been recognized for his quality service and expert advice, including testifying in Oregon legislative hearings and contributing to tax reforms for agricultural cooperatives in the state.
680 Hawthorne Ave SE #140, Salem, OR 97301, United States -
MaryAnn Soukup, CPA
● OpenMaryAnn Soukup, CPA is a trusted accounting and finance institution located at 1130 Baltimore Avenue Southeast in Bandon, Oregon, United States. With over 35 years of experience, MaryAnn has a proven track record of helping clients achieve their financial goals and avoid costly mistakes. Specializing in a variety of industries, MaryAnn offers a full range of accounting and consulting services to individuals, startups, and multi-million-dollar companies. She is known for providing expert support and guidance as business priorities change. Contact MaryAnn at (541) 329-0380 or (913) 205-6730 for more information. Please note that her schedule is currently full and she is unable to accept new clients at this time.
1130 Baltimore Ave SE, Bandon, OR 97411, United States -
Integrity Financial Planner
● OpenIntegrity Financial Planner is a trusted institution located at 703 Chetco Avenue in Brookings, Oregon, United States. As a finance institution, we specialize in providing comprehensive financial planning services with a focus on integrity and transparency. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Integrity Financial Planner is here to guide you every step of the way. Trust us to prioritize your financial well-being and provide honest, reliable advice to help you secure a stable financial future.
703 Chetco Ave, Brookings, OR 97415, United States -
Accounting Consultant, Inc A CPA Firm
● ClosedAccounting Consultant, Inc. is a CPA firm located at 241 Rogue River Highway in Grants Pass, Oregon. We specialize in providing expert accounting and finance services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to provide personalized and reliable service. Trust Accounting Consultant, Inc. to be your trusted partner in all your accounting and finance needs.
241 Rogue River Hwy, Grants Pass, OR 97527, United States -
Rogue Solutions - Accounting & Bookkeeping
● ClosedRogue Solutions - Accounting & Bookkeeping is a professional institution located at 303 Northeast E Street in Grants Pass, Oregon. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, we are here to assist you every step of the way. Trust Rogue Solutions to handle all of your accounting needs with precision and expertise.
303 NE E St STE 200C, Grants Pass, OR 97526, United States
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