Tax and financial planning in Portland, Oregon

Samuel Whitehorn, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, Oregon, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. The institution also provides assistance with the WA Cares Fund, a mandatory payroll tax in Washington for long-term care expenses. With a focus on Medicare Advantage plans, Samuel Whitehorn can help you find the right coverage tailored to your needs. As the need for long-term care becomes increasingly important, it's essential to plan ahead and have discussions with your loved ones. Contact Samuel Whitehorn today to start planning for your future.

Lester Kennedy is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our institution offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We also provide information on the WA Cares Fund, a payroll tax in Washington to support long-term care expenses. Our team can help you navigate Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, it's important to plan for long-term care and have discussions with loved ones. Contact us today to start planning for your future.

William Jayroe is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One important topic we can assist you with is the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. We can help you understand the rules and regulations surrounding this fund, and we can also help you apply for an exemption if you have long-term care insurance by November 1.

Gateway Tax Service is a reputable accounting and finance institution located at 8933 Northeast Humboldt Street in Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Gateway Tax Service to handle all of your financial needs with precision and expertise.

Planning Investment & Insurance LLC is a finance institution located in Portland, Oregon. Our team of experienced professionals is dedicated to helping clients plan for their financial future through strategic investments and comprehensive insurance solutions. Whether you are looking to grow your wealth, protect your assets, or secure your family's financial well-being, we are here to provide personalized guidance and support. Visit us at 8821 Northwest Skyline Boulevard to learn more about how we can help you achieve your financial goals.

Ascent Financial Advisors is a leading financial institution located at 1309 Northwest Frazier Court in Portland, Oregon, United States. Specializing in finance, our team of experienced advisors offers personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Ascent Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Fyooz Financial Planning is a finance institution located at 4141 North Williams Avenue in Portland, Oregon. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Fyooz Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Edward Jones - Financial Advisor: Pat Darragh, CFP® is a trusted financial institution located at 111 Southwest 5th Avenue in Portland, Oregon. As a Certified Financial Planner, Pat Darragh provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Pat Darragh is dedicated to providing top-notch financial services tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Pat Darragh, CFP® is the go-to destination for all your financial planning needs in the Portland area.

U.S. Bancorp Investments - Financial Advisors in Portland is a trusted institution located at 1901 Northeast 42nd Avenue. Our team of experienced and knowledgeable financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide expert guidance and support. Trust U.S. Bancorp Investments in Portland to help you secure a strong financial future.

iTi Financial Services is a leading finance institution located in Portland, Oregon. We specialize in providing a wide range of financial services to individuals and businesses, including wealth management, investment planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at 2733 Northwest Monte Vista Terrace to learn more about how we can assist you with your financial needs.

Edward Jones - Financial Advisor: Bruce Kent is a reputable finance institution located at 4134 Southeast Hawthorne Boulevard in Portland, Oregon. As a trusted financial advisor, Bruce Kent provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Bruce Kent is committed to providing expert guidance and support in investment strategies, retirement planning, estate planning, and more. Whether you are planning for the future or looking to improve your current financial situation, Bruce Kent and his team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Retzlaff Wealth Management in Portland specializes in retirement income planning to help individuals secure their financial futures. Located at 16100 Northwest Cornell Road in Beaverton, Oregon, this finance institution offers personalized wealth management services tailored to each client's unique goals and needs. With a team of experienced professionals, Retzlaff Wealth Management is dedicated to providing comprehensive financial solutions and strategies to help clients achieve their retirement goals. Whether you are looking to grow your wealth or plan for a comfortable retirement, Retzlaff Wealth Management is committed to helping you navigate the complexities of financial planning and investment management.

Metropolitan Accounting & Tax is a reputable accounting and finance institution located at 202 Southeast 181st Avenue in Portland, Oregon. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Metropolitan Accounting & Tax is committed to providing personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.

Edward Jones - Financial Advisor: Dave Trabucco, AAMS™|CRPC™ is a reputable financial institution located at 7326 North Leavitt Avenue in Portland, Oregon. As a certified financial advisor with designations including AAMS™ and CRPC™, Dave Trabucco provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dave Trabucco is dedicated to providing top-notch financial planning services to individuals and families in the Portland area.

Meredith Stewart is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 600 Northwest Naito Parkway in Portland, Oregon. With a focus on providing personalized financial planning and investment advice, Meredith is dedicated to helping her clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Meredith can provide expert guidance and tailored solutions to meet your needs. Contact Meredith Stewart today to schedule a consultation and start planning for your financial future.

LPL Financial - Kyle Parsons is a finance institution located at 16100 Northwest Cornell Road in Beaverton, Oregon, United States. With over 10 years of experience as a financial advisor, Kyle Parsons is dedicated to serving local families, businesses, and non-profits in achieving their financial goals. He works closely with individuals and their outside strategic professionals to build lasting and beneficial relationships. Kyle is known for providing trustworthy and well-researched advice, using a detailed planning model to create customized wealth and retirement plans for each client. He takes a proactive approach to wealth management to minimize risks and maximize opportunities over the long term. Born and raised in Oregon, Kyle graduated from The University of Oregon with a degree in finance and economics. He currently resides in Beaverton with his wife and dog, enjoying outdoor activities and dining options in the Portland area. The LPL Financial registered representatives associated with this website are properly registered or licensed to conduct business with residents of specific states. The professionals associated with Cross Financial Management, LLC may offer investment advice through Cross Financial Advisors, a registered investment advisor, or tax services through BGO CPAs. LPL Financial does not offer tax advice or CPA related services.

Willamette Financial Advisors, LLC is a premier financial institution located in Portland, Oregon. We offer personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing expert guidance and tailored solutions to meet each client's unique needs. Please note that appointments are required for consultations, ensuring that each client receives the individual attention and support they deserve. Contact us today to schedule your appointment and take the first step towards securing your financial future.

Riverside Tax Advisors, LLC is a finance institution located at 2290 Southwest 106th Place in Portland, Oregon, United States. Our team of experienced tax advisors is dedicated to providing personalized and professional tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or IRS representation, our knowledgeable staff is here to help. Trust Riverside Tax Advisors, LLC to navigate the complexities of the tax system and help you achieve your financial goals.

Pacific Northwest Tax Service is a reputable accounting and finance institution located in the heart of Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the Pacific Northwest region. Whether you need help with tax preparation, filing, planning, or any other financial services, we are here to assist you every step of the way. Visit us at 2100 Northeast Broadway to experience our personalized and efficient approach to managing your financial needs.

Jackson Hewitt Tax Service is a well-known finance institution located at 4100 Northeast Killingsworth Street in Portland, Oregon. They specialize in providing tax preparation services to individuals and businesses, helping them navigate the complex world of taxes with ease. With a team of knowledgeable and experienced professionals, Jackson Hewitt Tax Service is committed to providing top-notch service and ensuring their clients receive the maximum tax refunds possible. Whether you need assistance with filing your annual taxes or require help with tax planning, Jackson Hewitt Tax Service is the go-to institution for all your financial needs.

Asi Tax & Accounting is a reputable institution located at 7235 North Albina Avenue in Portland, Oregon, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you are an individual or a business owner, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial planning. Trust Asi Tax & Accounting to help you navigate the complexities of the financial world and achieve your financial goals. Contact us today to schedule a consultation.

Go Green Tax is a sustainable accounting and finance institution located in Portland, Oregon. We specialize in helping individuals and businesses navigate the complexities of tax preparation and financial planning while also prioritizing environmentally-friendly practices. Our team of experienced professionals is dedicated to providing top-notch service while also promoting eco-friendly solutions. Visit us at 3825 Southeast Belmont Street to learn how we can help you achieve your financial goals while also supporting a greener planet.

Elizabeth Financial & Tax Services is a reputable accounting and finance institution located in Portland, Oregon. Our dedicated team of professionals provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. With years of experience and expertise in the field, we are committed to helping individuals and businesses navigate the complexities of the financial world. Visit us at 8383 Northeast Sandy Boulevard to learn more about how we can assist you with your financial needs.

MB Tax Pro is a reputable accounting and finance institution located in the heart of Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses alike. With our expertise and personalized approach, we strive to help our clients navigate the complex world of taxes and finances with ease. Visit us at 2330 Northwest 31st Avenue to see how MB Tax Pro can help you achieve your financial goals.

Clarity Tax Service, Inc. is a reputable accounting and finance institution located at 3010 Northeast Broadway in Portland, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial advice, and accounting solutions to individuals and businesses alike. With a focus on clarity and transparency, we strive to help our clients navigate the complexities of tax laws and financial regulations with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, Clarity Tax Service, Inc. is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Rowntree Tax Consulting is a leading accounting and finance institution located at 6420 South Macadam Avenue in Portland, Oregon, United States. Our team of experienced tax consultants provides expert advice and services to individuals and businesses alike. Whether you need help with tax planning, compliance, or other financial matters, we are here to assist you every step of the way. Trust Rowntree Tax Consulting for all your accounting and finance needs.

CU Tax Professionals is a well-established accounting and finance institution located at 1815 Southwest Marlow Avenue in Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or resolution, CU Tax Professionals is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with all your tax needs.

Iron Creek Tax & Consulting is a reputable accounting and finance institution located in Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch tax and consulting services to individuals and businesses alike. With our convenient location at 6650 SW Redwood Ln, clients can easily access our expertise in financial planning, tax preparation, and consulting services. Trust Iron Creek Tax & Consulting to help you navigate the complex world of accounting and finance with confidence and precision.

Watershed Tax Advisors, LLC is a leading tax consulting firm located at 5520 South Macadam Avenue in Portland, Oregon. Our team of experienced professionals provides expert guidance and solutions to individuals and businesses seeking to navigate the complexities of tax laws and regulations. With a focus on personalized service and tailored strategies, we help our clients optimize their tax planning and minimize their liabilities. Trust Watershed Tax Advisors, LLC to provide you with comprehensive and reliable tax advice to help you achieve your financial goals.

My Tax Man is a reputable accounting and finance institution located at 3345 Northeast Wasco Street in Portland, Oregon. Our team of experienced professionals is dedicated to helping individuals and businesses with all their tax and financial needs. Whether you need assistance with tax preparation, financial planning, or bookkeeping services, we are here to provide expert guidance and support. Trust My Tax Man to navigate the complexities of the tax system and help you achieve your financial goals.