Tax and investment planning in Oregon
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Robert Holland - Holland Capital Management
● ClosedRobert Holland - Holland Capital Management is a renowned finance institution located at 204 Northwest E Street in Grants Pass, Oregon, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Holland Capital Management is comprised of experienced professionals who offer personalized financial advice and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert Holland - Holland Capital Management is committed to providing expert guidance and support every step of the way.
204 NW E St, Grants Pass, OR 97526, United States -
Financial Freedom Wealth Management Group
● ClosedFinancial Freedom Wealth Management Group is a leading finance institution located at 1007 Southwest Bayley Street in Newport, Oregon, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. From personalized investment strategies to retirement planning and wealth management, we offer a comprehensive range of services to support our clients on their journey towards financial freedom. Contact us today to learn more about how we can help you achieve your financial goals.
1007 SW Bayley St, Newport, OR 97365, United States -
Waddell & Reed Financial Advisors-Duane J. Silbernagel
● OpenWaddell & Reed Financial Advisors-Duane J. Silbernagel is a trusted finance and insurance agency located at 2137 Northwest U.S. 101 in Lincoln City, Oregon, United States. Our experienced team of financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive insurance solutions. Whether you are planning for retirement, saving for college, or protecting your assets, we are here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help secure your financial future.
2137 NW U.S. 101 Suite A, Lincoln City, OR 97367, United States -
Barrister Support Services, Inc
● OpenBarrister Support Services, Inc is a leading finance institution located at 10725 Southwest Barbur Boulevard in Portland, Oregon, United States. With a team of experienced barristers and financial experts, we provide comprehensive support services to legal professionals, helping them navigate complex financial matters with precision and efficiency. Our services include financial analysis, investment management, tax planning, and more, tailored to meet the unique needs of each client. Trust Barrister Support Services, Inc to provide the expert financial guidance and support you need to succeed in today's competitive legal landscape.
10725 SW Barbur Blvd #202, Portland, OR 97219, United States -
Northwest Financial Group, LLC
● ClosedNorthwest Financial Group, LLC is a reputable finance and insurance agency located at 310 Northwest 7th Street in Corvallis, Oregon. With a strong commitment to providing personalized financial solutions, their team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Northwest Financial Group, LLC is dedicated to providing expert guidance and support. Visit their office in Corvallis to learn more about how they can help you secure your financial future.
310 NW 7th St, Corvallis, OR 97330, United States -
Financial Freedom Wealth Management Group
● OpenFinancial Freedom Wealth Management Group is a leading finance institution located at 518 Southwest 3rd Street in Corvallis, Oregon, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. At Financial Freedom Wealth Management Group, we are committed to providing personalized and comprehensive financial solutions to help our clients achieve true financial freedom.
518 SW 3rd St suite a, Corvallis, OR 97333, United States -
Jessie Carlson - State Farm Insurance Agent
● ClosedJessie Carlson - State Farm Insurance Agent is an insurance agency located at 1811 14th Avenue Southeast, Albany, Oregon, United States. Situated on the corner of 14th Ave & Davidson St, next to the Albany Public Library & Citizen's Bank, this institution specializes in creating special needs financial plans to ensure individuals with special needs receive the care they require. They also offer guidance on the differences between condos and apartments for those embarking on a new home search. Additionally, they provide tips on DIY auto maintenance to help combat rising repair costs. Clients are reminded not to include sensitive personal information when contacting the institution. For assistance with accessibility, individuals using screen readers can reach out by calling (541) 926-6665. State Farm offers a range of insurance products including life insurance and annuities, as well as pet insurance underwritten by American Pet Insurance Company and ZPIC Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association. State Farm also provides investment opportunities through State Farm VP Management Corp, with a disclaimer that investing involves risk. The institution does not provide tax or legal advice, and individuals are advised to consult a professional advisor for personalized guidance.
1811 14th Ave SE, Albany, OR 97322, United States -
Finley Davis Financial Group
● ClosedLocated at 2911 Tennyson Avenue in Eugene, Oregon, the Finley Davis Financial Group is a finance and insurance agency with a unique approach to financial planning. Unlike traditional firms, our financial planners are dedicated to understanding your goals and aspirations, not just your money. We believe in creating personalized plans tailored to your individual needs, drawing upon a wide range of solutions to ensure financial success. Our independent structure allows us the flexibility to offer services and strategies that are truly one-of-a-kind, designed specifically for you. Whether you're planning for retirement, saving for your grandchild's education, or dreaming of buying a second home, our team will work with you every step of the way to achieve your goals.
2911 Tennyson Ave #301, Eugene, OR 97408, United States -
4:8 Financial
● Closed4:8 Financial is a reputable finance institution located at 266 Northwest 1st Avenue in Canby, Oregon, United States. We specialize in providing personalized financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to helping clients make informed decisions and navigate the complexities of the financial world. Whether you need assistance with investments, retirement planning, or wealth management, 4:8 Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure a brighter financial future.
266 NW 1st Ave, Canby, OR 97013, United States -
Roberts, Ring & Fischer Wealth Management, Inc.
● ClosedRoberts, Ring & Fischer Wealth Management, Inc. is a finance institution located at 201 South Water Street in Silverton, Oregon, United States. Our team at Roberts, Ring & Fischer Wealth Management, Inc. offers Guided Wealth Advising, combining the intelligence of an online portfolio manager with personal support from a professional wealth advisor. Our comprehensive financial and investment services firm has been working for over thirty years to help clients preserve and grow their wealth through sophisticated investment portfolio analysis, retirement planning, and legacy planning. Our team, including Angela Fischer, Stephanie Ring, and Megan Bergevin, are registered representatives with LPL Financial, a Registered Investment Advisor. We provide market insights through LPL Research Outlook 2024: A Turning Point, giving you an understanding of what to expect in the economy, policy, stocks, and bonds for the upcoming year.
201 S Water St, Silverton, OR 97381, United States -
Titanium Legal
● ClosedTitanium Legal is a leading finance institution located at 400 International Way in Springfield, Oregon, United States. With a team of experienced financial experts, Titanium Legal specializes in providing top-notch legal and financial services to its clients. Whether you need assistance with investment strategies, tax planning, estate planning, or any other financial matter, Titanium Legal is dedicated to helping you achieve your financial goals. Trust Titanium Legal for all your finance needs and experience the difference of working with a knowledgeable and reliable institution.
400 International Way Suite 380, Springfield, OR 97477, United States -
Littlejohn Financial
● ClosedLittlejohn Financial is a reputable finance and legal institution located in Roseburg, Oregon. Our team of experienced professionals are dedicated to providing top-notch financial and legal services to our clients. Whether you need assistance with financial planning, investments, estate planning, or any other legal matters, we are here to help. Visit us at 2435 Northwest Kline Street to learn more about how we can assist you in achieving your financial and legal goals.
2435 NW Kline St #200, Roseburg, OR 97471, United States -
Dale R Kennedy PC
● OpenDale R Kennedy PC is a reputable finance institution located in Salem, Oregon, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, Dale R Kennedy PC is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances.
Salem, OR 97302, United States -
Stebbins & Company, llc
● ClosedStebbins & Company, llc is a trusted financial institution located at 477 Bennett Ave in Coos Bay, Oregon. We offer a wide range of financial services including investment management, retirement planning, estate planning, and tax preparation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you reach your financial goals.
477 Bennett Ave, Coos Bay, OR 97420, United States -
Mike Gates - State Farm Insurance Agent
● ClosedMike Gates - State Farm Insurance Agent is located at 1471 Burns Street in West Linn, Oregon, United States. As an insurance agency, we offer a range of services to help you protect your assets and loved ones. Whether you are looking to insure your home, car, or life, we can help you find the right coverage for your needs. We also provide valuable information on topics such as home renovations, auto maintenance, and college student insurance. Our goal is to help you make informed decisions about your insurance needs and financial well-being.
1471 Burns St, West Linn, OR 97068, United States -
Settlement Professionals Inc
● ClosedSettlement Professionals Inc, located at 1800 Blankenship Road in West Linn, Oregon, is a finance and insurance agency that specializes in protecting law firms from liability and deferring taxes on legal fees. With over 30 years of experience, SPI has been dedicated to helping plaintiffs save on taxes, earn more from investments, and receive more government benefits. Their unique "plaintiff-only focus" approach in settlement planning sets them apart in the industry. By offering a holistic approach to planning, SPI matches the needs of their clients with the available resources. They also work with their affiliate PMLS consulting to reduce liability to Medicare and increase future coverage, often avoiding the need for Medicare Set-Aside accounts.
1800 Blankenship Rd Ste. 160, West Linn, OR 97068, United States -
Northwest West Inc
● ClosedNorthwest West Inc is a reputable accounting and finance institution located at 762 Avenue G in Seaside, Oregon, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Northwest West Inc is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.
762 Avenue G, Seaside, OR 97138, United States -
Tropical
● OpenTropical is a reputable institution specializing in accounting and finance services located at 875 Idylwood Drive Southeast in Salem, Oregon, United States. With a team of experienced professionals, Tropical offers a wide range of financial solutions tailored to meet the needs of individuals and businesses alike. Whether you are looking for tax preparation, financial planning, or investment advice, Tropical is dedicated to providing top-notch services with a personalized touch. Visit us today to experience the expertise and excellence that sets us apart in the financial industry.
875 Idylwood Dr SE, Salem, OR 97302, United States -
Russell Page - Ameriprise Financial Services, LLC
● OpenRussell Page - Ameriprise Financial Services, LLC is a finance institution located at 777 Northeast 2nd Street, Corvallis, Oregon, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover various aspects of financial planning and management, including asset allocation, estate planning, retirement planning, investment strategies, and more. The institution aims to provide comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and veterans.
777 NE 2nd St Ste G, Corvallis, OR 97330, United States -
Condor Management Corporation
● OpenCondor Management Corporation is a reputable accounting and finance institution located at 1215 Northeast 7th Street in Grants Pass, Oregon, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Condor Management Corporation is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your accounting and finance needs.
1215 NE 7th St STE E, Grants Pass, OR 97526, United States -
Vantage Wealth Management
● ClosedVantage Wealth Management is a leading financial institution located at 545 Southwest 2nd Street in Corvallis, Oregon. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you're planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Vantage Wealth Management, we prioritize client satisfaction and strive to build long-lasting relationships based on trust, integrity, and exceptional service. Contact us today to schedule a consultation and start planning for a brighter financial future.
545 SW 2nd St Ste D, Corvallis, OR 97333, United States -
eagle financial
● OpenEagle Financial is a reputable finance institution located at 576 Pacific Way in Gearhart, Oregon, United States. With a strong commitment to providing top-notch financial services, Eagle Financial offers a wide range of financial solutions to meet the needs of individuals and businesses. Whether you are looking for investment advice, loan options, or assistance with financial planning, the experienced professionals at Eagle Financial are here to help you achieve your financial goals. Visit us today and experience the personalized service and expertise that sets us apart from the rest.
576 Pacific Way, Gearhart, OR 97138, United States -
U.S. Bank – Wealth Management Banker: Sarah La Coste Brown
● ClosedU.S. Bank's Wealth Management Banker, Sarah La Coste Brown, located at 251 Avenue A in Seaside, Oregon, is a trusted financial institution offering personalized wealth management services. With a focus on helping clients achieve their financial goals, Sarah La Coste Brown provides expert advice and guidance on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, U.S. Bank's Wealth Management Banker is dedicated to helping you succeed.
251 Avenue A, Seaside, OR 97138, United States -
Nicolle Landwehr Financial
● OpenNicolle Landwehr Financial is a trusted finance institution located at 960 North Roosevelt Drive in Seaside, Oregon, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to invest, plan for retirement, or manage your assets, Nicolle Landwehr Financial is here to provide tailored solutions to meet your needs. Contact us today to learn more about how we can help you secure your financial future.
960 N Roosevelt Dr, Seaside, OR 97138, United States -
SpringSource Wealth Advisors
● ClosedSpringSource Wealth Advisors is a premier financial institution located at 4660 Northeast Belknap Court in Hillsboro, Oregon, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to provide personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on client satisfaction, SpringSource Wealth Advisors is your trusted partner in financial success.
4660 NE Belknap Ct Ste 221, Hillsboro, OR 97124, United States -
Cascadia Wealth Management
● ClosedCascadia Wealth Management is a leading financial institution located in McMinnville, Oregon. Our dedicated team of professionals provides comprehensive wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, we are here to provide expert guidance and personalized solutions. Visit us at 1815 Southwest Baker Street to learn more about how Cascadia Wealth Management can help you secure your financial future.
1815 SW Baker St, McMinnville, OR 97128, United States -
Bob M. Keller, CPA
● ClosedBob M. Keller, CPA is a trusted accounting and finance institution located at 6125 Northeast Cornell Road in Hillsboro, Oregon, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, Bob M. Keller, CPA is dedicated to providing top-notch services and personalized solutions to meet the unique needs of their clients. Whether you need assistance with bookkeeping, payroll, or investment strategies, you can rely on their team of professionals to deliver reliable and accurate results. Trust Bob M. Keller, CPA to be your partner in financial success.
6125 NE Cornell Rd # 220, Hillsboro, OR 97124, United States -
TMG Wealth Advisors, Inc
● ClosedTMG Wealth Advisors, Inc is a reputable finance institution located at 14631 Southwest Millikan Way in Beaverton, Oregon, United States. With a team of experienced financial advisors, TMG Wealth Advisors, Inc offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TMG Wealth Advisors, Inc provides expert guidance and tailored solutions to meet your individual needs. Trust in TMG Wealth Advisors, Inc to secure your financial future and build a solid foundation for long-term success.
14631 SW Millikan Way #68, Beaverton, OR 97006, United States -
The Mather Group
● ClosedThe Mather Group is a reputable finance institution located at 3853 Southwest Hall Boulevard in Beaverton, Oregon, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Mather Group offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to guide you towards a secure financial future.
3853 SW Hall Blvd, Beaverton, OR 97005, United States -
CB Financial Services
● OpenCB Financial Services is a reputable finance institution located at 901 Brutscher Street in Newberg, Oregon, United States. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust CB Financial Services to provide you with the expertise and guidance you need to secure your financial future.
901 Brutscher St # A, Newberg, OR 97132, United States
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