Tax and investment planning in Oregon

U.S. Bank's Wealth Management Banker, Jessica Kapuniai, offers personalized financial advice and services at their location in Wilsonville, Oregon. With a focus on helping clients achieve their financial goals, Jessica provides expertise in wealth management, investment strategies, and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jessica is dedicated to providing tailored solutions to meet your needs. Visit U.S. Bank at 29112 Town Center Loop West to learn more about their financial services and how Jessica can help you secure your financial future.

Foster & Associates Inc is a reputable finance and insurance agency located at 25195 Southwest Parkway Avenue in Wilsonville, Oregon, United States. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Our commitment to providing personalized and comprehensive solutions sets us apart in the industry. Contact us today to learn more about how we can help you achieve your financial goals and protect what matters most to you.

Smith-Wagar Consulting is a reputable finance institution located at 22859 Southwest Taylor Court, Sherwood, Oregon, United States. With years of experience in the industry, our team of experts offers a wide range of financial consulting services to individuals and businesses. Whether you need help with budgeting, investment strategies, or retirement planning, we are here to provide personalized solutions to meet your financial goals. Trust Smith-Wagar Consulting to help you navigate the complexities of the financial world and secure your financial future.

Trinity Wealth Strategies is a trusted financial institution located at 23156 Southwest Greengate Place in Sherwood, Oregon, United States. Specializing in comprehensive financial planning and wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for college, or investing for the long term, Trinity Wealth Strategies is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial security and success.

The Guidance Group, Inc. is a finance institution located at 10250 Southwest Greenburg Road, Tigard, Oregon, United States. On their website, you can find a variety of useful calculators to assist with your retirement planning needs. Securities are offered through Securities America, Inc. and advisory services are offered through Securities America Advisors, Inc. The Guidance Group and Securities America are separate entities. It is important to consult with your tax or legal advisor regarding your specific situation, as Securities America and its representatives do not provide tax or legal advice. The site is for informational purposes only and is not a solicitation or offering of any security. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and federally registered CFP, which are awarded to individuals who meet certification requirements. This site is intended for residents of the United States and does not constitute an offer to sell or solicit to buy any security or product mentioned. Services may only be offered in states or jurisdictions where individuals are properly registered or exempt from registration. Not all products and services mentioned on the site may be available in every state or jurisdiction. Be sure to check the background of any investment professional mentioned on the website.

Clarity Capital Management, LLC is an independent fee-only financial planning and investment management firm located in Portland, Oregon. Our mission is to provide clear, objective financial advice to individuals, families, and businesses, free from conflicts of interest. As a fee-only firm, we are commission-free and only receive compensation directly from our clients. We work as fiduciaries, always acting in our clients' best interests. Our services are tailored to help mid and late-career professionals, Gen X and Gen Y clients, achieve financial confidence and independence. We offer evidence-based investment management, personalized to your goals, risk tolerance, and time horizon. We can help you plan for college expenses, reduce income taxes, manage retirement income, protect against risks, and meet your financial goals.

Mercer Advisors Wealth Management is a finance institution located at 12909 Southwest 68th Avenue in Tigard, Oregon, United States. At Mercer Advisors, we believe in helping successful individuals transition from wealth-builders to wealth-enjoyers. Our comprehensive approach to wealth management goes beyond just managing investment portfolios, as we specialize in financial planning, tax and estate planning, trust services, insurance coverage, and more. Our team of talented wealth advisors in the Portland-South area are dedicated to helping you connect all the dots of your financial life. Whether you're a business owner, medical practitioner, executive, or dedicated saver, we provide personalized guidance to help you achieve your financial goals. With expertise in various areas of finance, our advisors work together to ensure all aspects of your financial life are taken care of. From investment operations to client care and administrative support, our team is here to help you enjoy everything you've worked for.

Legacy Financial is a reputable finance institution located at 1393 Meridian Drive in Woodburn, Oregon. With a strong commitment to helping individuals and businesses achieve their financial goals, Legacy Financial offers a wide range of financial services including loans, investments, and retirement planning. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, secure a loan, or plan for the future, Legacy Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Michael J. Moberg CPA, LLC is a reputable accounting and finance institution located at 610 Ray J. Glatt Circle in Woodburn, Oregon, United States. With years of experience and expertise in the field, the institution offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. The team at Michael J. Moberg CPA, LLC is dedicated to providing personalized and professional services to help clients achieve their financial goals. Whether you need assistance with taxes, investments, or other financial matters, you can trust Michael J. Moberg CPA, LLC to provide reliable and efficient solutions.

Estrategias Noroeste is a leading accounting and finance institution located at 154 Harrison Street in Woodburn, Oregon, United States. Our team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to assist you every step of the way. Trust Estrategias Noroeste for all your accounting and finance needs.

CLS Financial Advisors is a finance institution located at 9700 Southwest Capitol Highway in Portland, Oregon, United States. Specializing in investments, tax planning, and retirement planning, we offer holistic and proactive financial advice to help grow your wealth and support your financial well-being. As fee-only financial advisors, we prioritize your goals and collaborate with you to reach them. Our technical expertise and hands-on approach make managing your money and investments easier. Whether you're planning your next big life adventure or aiming to reach your financial goals, we are here every step of the way. Trust in us as fiduciaries to always put your interests first. Let us help you make your dreams a reality with our personalized financial and investment planning services in beautiful Portland, Oregon.

Mariner Wealth Advisors is a leading financial institution located at 8050 Southwest Pfaffle Street in Tigard, Oregon, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment strategies. With a commitment to personalized service and a focus on long-term success, Mariner Wealth Advisors is trusted by individuals, families, and businesses alike to provide tailored solutions that meet their unique financial goals. Contact us today to learn more about how we can help you secure your financial future.

Cetera Investors is a finance institution located at 13221 Southwest 68th Parkway in Tigard, Oregon, United States. At Cetera Investors, we believe that if you can dream about it, we can help you plan for it. Our financial professionals are independent, allowing them the freedom to tailor their guidance and recommendations to your specific goals. Whether you are looking to plan for retirement or invest in a tax-smart manner, we are here to help you navigate your financial journey. With years of experience helping individuals in the community strengthen their financial futures, we are your trusted neighborhood financial professionals.

Nathan Jones - Thrivent is a finance institution located at 9397 Southwest Locust Street, Portland, Oregon, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states including CA, MN, OR, VT, and WA, they provide services such as insurance, investment advisory, and financial planning. Thrivent does not provide legal, accounting, or tax advice, but can assist clients in creating a financial plan through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which includes written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Clients can visit the National Association of Insurance Commissioners website to verify licensing. Consult your attorney or tax professional for legal or tax advice. For more information, visit their website or FINRA's Broker Check.

Pacific Northwest Advisory is a leading financial institution located at 19363 Willamette Drive in West Linn, Oregon. Specializing in providing expert financial advice and services to clients in the Pacific Northwest region, our team of experienced advisors are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pacific Northwest Advisory is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Aldrich Wealth Advisors is a finance institution located at 5665 SW Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced advisors offers comprehensive wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide personalized guidance and support. Trust Aldrich Wealth Advisors to help you navigate the complexities of the financial world and secure your financial future.

Sequoia Financial Consulting PC is a leading finance institution located at 3360 Fir Ridge Road in Lake Oswego, Oregon, United States. With a team of experienced financial advisors, Sequoia Financial Consulting PC offers a wide range of services including investment planning, retirement planning, tax strategies, and wealth management. Their personalized approach and commitment to client satisfaction set them apart in the finance industry. Whether you are looking to grow your wealth or plan for a secure financial future, Sequoia Financial Consulting PC is dedicated to helping you achieve your goals.

Dale Donaldson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Dale Donaldson 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Dale Donaldson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. His commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.

ROI Financial Advisors, LLC is a reputable finance institution located in Lake Oswego, Oregon. With a focus on helping clients achieve their financial goals, the team at ROI Financial Advisors, LLC provides personalized investment strategies, retirement planning, and wealth management services. Their experienced advisors work closely with each client to develop a tailored plan that maximizes return on investment. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, ROI Financial Advisors, LLC is dedicated to helping you secure a prosperous financial future.

Lakeside Financial Group is a premier accounting and finance institution located in Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to investment planning, Lakeside Financial Group is committed to helping our clients achieve their financial goals. Visit us at 16037 Southwest Upper Boones Ferry Road to see how we can assist you in securing a prosperous financial future.

Encompass Wealth Advisors, LLC is a leading finance institution located at 15350 Southwest Sequoia Parkway in Portland, Oregon, United States. Our team of experienced advisors offers comprehensive financial planning services to help our clients achieve their financial goals and secure their future. We provide personalized investment strategies, retirement planning, estate planning, and more to individuals and families. At Encompass Wealth Advisors, LLC, we are dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Cornerstone Wealth Management is a premier finance institution located at 486 Northwest 2nd Avenue in Canby, Oregon, United States. With a focus on providing personalized financial planning and investment management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cornerstone Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Elevate Wealth Advisors is a leading financial institution located at 615 High Street in Oregon City, Oregon, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or protect your assets, we provide personalized solutions tailored to your unique needs. Trust Elevate Wealth Advisors to elevate your financial well-being and guide you towards a brighter financial future.

Casler Financial, LLC is a reputable accounting and finance institution located at 15 82nd Drive in Gladstone, Oregon, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Whether you are an individual or a business owner, Casler Financial, LLC is dedicated to helping you achieve your financial goals and secure your financial future. Contact them today to schedule a consultation and take control of your finances.

Merrill Lynch Financial Advisor Kimberly F. Perreira is a finance institution located at 4004 Kruse Way Place, Lake Oswego, Oregon, United States. Managing your wealth with Kimberly begins with a comprehensive understanding of your financial situation and goals. By creating a flexible strategy tailored to your needs and providing access to investment insights from Merrill and banking solutions from Bank of America, Kimberly can help you pursue your financial goals through personalized wealth management strategies. Kimberly follows the Merrill tradition of community involvement and volunteers with local organizations. With the Merrill Personal Wealth Analysis™, Kimberly can build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand your priorities and values, Kimberly can help you make informed investment decisions and trade-offs to reach your meaningful goals.

Northwest Wealth Advisors is a leading financial institution located at 1800 Blankenship Road in West Linn, Oregon, United States. As a trusted finance firm, Northwest Wealth Advisors offers expert financial planning, investment management, and wealth advisory services to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Northwest Wealth Advisors is dedicated to providing tailored financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or building wealth for the future, Northwest Wealth Advisors is here to help you navigate the complexities of financial planning and investment management. Trust Northwest Wealth Advisors to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Gregory Soergel, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers personalized financial strategies to help clients pursue their long-term goals. The institution takes the time to understand the needs and goals of each individual or organization they work with, providing tailored services to guide investment programs and decision-making. Supported by a team of specialists and resources from Bank of America Corporation, Merrill Lynch Financial Advisor Gregory Soergel helps create strong, compliant benefits programs that engage employees and align with budget objectives. As a Retirement Benefits Consultant and Accredited Financial Advisor, the institution adds value to defined contribution plans by offering expertise and personalized service. With a commitment to building strong client relationships based on trust, Merrill Lynch Financial Advisor Gregory Soergel strives to provide comprehensive financial solutions for individuals and organizations alike.

Skyline Financial Northwest, located at 2121 Southwest Broadway in Portland, Oregon, is a finance institution that offers comprehensive financial planning services. By aligning your values and goals with your financial resources, they help explore everything from cash flows to retirement to tax planning. With a focus on data-informed investment management and ongoing financial planning, they work as partners to steward your goals and assets onward and upward. Skyline Financial is independent and not affiliated with any banks, insurance companies, brokerage firms, or other financial institutions, providing transparent and unbiased advice. As a fiduciary, they prioritize the interests of their clients above all else and are compensated solely by their clients, without accepting commissions or referral fees.

Davidson & Watson Financial is a well-established finance institution located at 9 Monroe Parkway in Lake Oswego, Oregon, United States. With a strong reputation for providing top-notch financial services, Davidson & Watson Financial offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Davidson & Watson Financial is dedicated to helping you make sound financial decisions. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Ironwood Wealth Consultants, located at 11535 Southwest 67th Avenue in Portland, Oregon, is a finance institution dedicated to helping clients achieve their retirement goals. Whether you prefer meeting face-to-face at our office or virtually online, our team is ready to provide the right solutions and services tailored to your individual needs. Our focus is on creating ongoing, guaranteed, lifetime income for our clients without relying on risky Wall St. investments. We understand that each client's financial situation is unique, which is why we offer personalized one-on-one consultations to discuss your needs and develop a customized plan that works for you. Contact Ironwood Wealth Consultants today to take the first step towards a secure retirement future.