Tax planning and execution in Portland, Oregon

Financial Bookkeeping & Tax is a reputable accounting and finance institution located at 8515 Northeast Fremont Street in Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances, preparing tax returns, or navigating complex financial regulations, we are here to assist you every step of the way. Trust Financial Bookkeeping & Tax to help you achieve your financial goals with precision and expertise.

Wicks Emmett LLP is a leading CPA firm located at 358 Northeast Winchester Street in Roseburg, Oregon. Specializing in accounting and finance, we offer top-notch professional services with a focus on integrity and innovation. Our team of experts utilizes the latest technology to deliver timely and efficient results for our clients. We are dedicated to work-life balance and are deeply committed to improving our communities. While our primary client base is in Southern Oregon, including Douglas, Josephine, and Klamath counties, we also serve clients in cities such as Portland, Salem, Eugene, Medford, and Bend, as well as clients in various states across the country. Whether it's solving complex issues for large businesses or assisting small business owners, we take pride in providing tailored solutions to meet our clients' needs.

JGP Wealth Management is a finance institution located at 760 Southwest 9th Avenue in Portland, Oregon, United States. Since 1993, we have been dedicated to providing a higher standard of financial services to entrepreneurs and executives, helping them address their financial concerns and leverage opportunities. Our core values serve as the foundation for our mission in serving you, coordinating and managing your financial affairs so you can focus on what's most important to you. As a Registered Investment Adviser, we offer advisory services to clients where we are properly licensed. Our partnership with Fidelity Investments allows us to provide additional services to our clients. Contact us at our Portland or Bend office to learn more about how we can help you confidently live the life you want.

The Law Firm of Kirkpatrick & Zeitz is a reputable legal institution located at 8030 Northeast Clackamas Street in Portland, Oregon, United States. Specializing in various aspects of law, the firm is known for its experienced and dedicated team of lawyers who provide top-notch legal services to their clients. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Kirkpatrick & Zeitz is here to help. With a strong commitment to professionalism and client satisfaction, this law firm is a trusted choice for individuals seeking expert legal counsel.

M Financial Group is a leading institution located at 1125 Northwest Couch Street in Portland, Oregon, United States. We are thrilled to announce the appointment of our new President and CEO, Russell Bundschuh. At M Financial Group, we provide exclusive solutions and services for exceptional clients. Our collaborative community brings together innovative thinkers and experts to create tailored solutions in life insurance, wealth management, and executive benefits for high net worth and corporate clients. Financial institutions and membership organizations benefit from our custom solutions scaled for superior service. Attorneys, tax professionals, family offices, and other professionals seek out our expertise. We partner with industry-leading carriers to drive product innovation and deliver superior client service. For individuals, families, and business owners, M Financial serves as the gateway to our Member Firms and partners.

Merrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.

The Business Learning Center is a premier institution located in Portland, Oregon, specializing in accounting and finance education. Our state-of-the-art facility at 7830 Southwest Oleson Road offers a dynamic learning environment for students looking to enhance their skills and knowledge in the field of business. Our experienced faculty and hands-on approach to learning ensure that students are equipped with the tools they need to succeed in the competitive world of finance and accounting. Join us at the Business Learning Center and take your career to the next level.

Stoel Rives LLP is a law firm located at 760 Southwest 9th Avenue in Portland, Oregon. They provide general informational purposes on their website, www.stoel.com, and caution against viewing their content as legal advice or a solicitation of legal business. The firm emphasizes that no attorney-client relationship is formed through the exchange of information, including emails. They advise against sending confidential information or sensitive materials unless representation is agreed upon. By sending an email, individuals confirm that they have read and understood this notice.

Metropolitan Services is a reputable institution located at 8634 Northeast Sandy Boulevard in Portland, Oregon. We are dedicated to providing top-notch services to our clients, including but not limited to consulting, financial planning, and business development. Our team of experienced professionals is committed to helping individuals and businesses achieve their goals and thrive in today's competitive market. With a focus on innovation and excellence, Metropolitan Services is your trusted partner for success.

Mercer Advisors Wealth Management, located at 121 Southwest Morrison Street in Portland, Oregon, is a finance institution dedicated to helping individuals transition from wealth-building to wealth-enjoying. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors offers a comprehensive approach to managing your financial life. Their team of talented wealth advisors, including Harmon, Bill, Stephen, Kathi, Courtney, Garrett, Alexa, Lily, and Chris, are committed to helping clients achieve their financial goals and enjoy peace of mind. Whether you're a business owner, medical practitioner, executive, retiree, or dedicated saver, Mercer Advisors is here to help you navigate your financial journey. Contact them today to start connecting all the dots of your financial life.

Silver Oak Advisory Group is a leading financial institution located in the heart of Portland, Oregon. Specializing in providing expert financial advice and services, our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Silver Oak Advisory Group is here to help. Visit us at 1130 Southwest Morrison Street to learn more about how we can assist you in securing a stable financial future.

Amy McDannel is a Wealth Management Associate at U.S. Bancorp Investments, located at 5505 Northeast Martin Luther King Junior Boulevard in Portland, Oregon. With a focus on finance, Amy provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Amy is dedicated to providing top-notch service and support. Trust in Amy McDannel and U.S. Bancorp Investments for all your wealth management needs.

Kyle Townsend is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5550 South Macadam Avenue in Portland, Oregon, United States. Kyle holds multiple 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®, CFP®, 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 Kyle's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Kyle is dedicated to providing comprehensive financial services to individuals and small business owners, with a focus on ethical and professional standards.

Brooks Estate Law is a reputable law firm located at 9755 Southwest Barnes Road in Portland, Oregon. Specializing in estate planning and probate law, our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of wills, trusts, and estate administration. With a commitment to providing personalized and compassionate legal services, Brooks Estate Law strives to ensure that our clients' final wishes are carried out smoothly and efficiently. Contact us today to schedule a consultation and protect your legacy for future generations.

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.

Private Wealth Management at U.S. Bank, located at 111 Southwest 5th Avenue in Portland, Oregon, is dedicated to helping individuals and families achieve their financial goals. Our team in Portland has extensive experience working with a diverse range of clients, including business owners, corporate executives, and women. We are committed to providing personalized advice to help you create the life and legacy you envision. Our team in Portland is deeply rooted in the community and believes in giving back. Over the past three years, we have contributed $6 million in charitable giving and 42,000 volunteer hours to support various causes in the area. We are actively involved in supporting the arts, human services, community development, and more.

U.S. Bank's Wealth Management Banker, Ema Brari, offers personalized financial services and guidance to clients at their location on 7300 Southwest Terwilliger Boulevard in Portland, Oregon. As a finance institution, U.S. Bank provides a range of wealth management services to help clients achieve their financial goals and secure their financial future. Ema Brari is dedicated to providing expert advice and tailored solutions to meet the unique needs of each client, ensuring they receive the highest level of service and support.

Edward Jones - Financial Advisor: John L Miller, CFP®|ChFC® is a leading financial institution located at 10300 Southwest Greenburg Road in Portland, Oregon, United States. Specializing in finance, this institution offers expert financial planning and investment services to help clients achieve their financial goals. With a Certified Financial Planner and Chartered Financial Consultant on staff, clients can trust in the expertise and professionalism of the advisors at Edward Jones. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: John L Miller, CFP®|ChFC® is dedicated to providing personalized solutions tailored to your individual needs.

Mendoza Roger is a finance institution located at 10200 Southwest Greenburg Road in Portland, Oregon, United States. Each Ameriprise advisor at Mendoza Roger has their own specialized "Top areas of focus" to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. Fill out the "Request consultation" form to connect with your desired advisor, who will then reach out to schedule a complimentary initial consultation. Let Mendoza Roger help you secure your financial future.

Merrill Lynch Financial Advisor Michael Carrano is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. The mission of Carrano & Associates is to help clients define and pursue their vision of financial success. The team consists of 6 highly trained and experienced individuals who work collaboratively to understand all aspects of clients' financial lives and provide personalized strategies and advice. They serve high-net-worth individuals, families, and businesses who are seeking a long-term relationship with professionals they can trust. The team emphasizes regular communication, personalized planning, and sophisticated execution using industry-leading research and technology. Clients appreciate the clarity, assurance, and long-term focus that comes from working with Carrano & Associates. The team at Carrano & Associates, led by Senior Vice President & Wealth Management Advisor Michael Carrano, is dedicated to providing exceptional wealth management services to help clients achieve their financial goals.

Amelia Beukers, Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street in Portland, Oregon, offers personalized financial planning services. During the initial consultation, clients can discuss their financial goals and receive an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future results, they are committed to helping clients achieve their financial objectives. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Amelia Beukers and her team. With a focus on privacy and security, clients can rest assured that their information is protected. Referrals are welcomed, and Amelia Beukers looks forward to helping friends and family members reach their financial goals.

Merrill Lynch Financial Advisor Graeme Newhouse, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution dedicated to bringing options to life and discovering new paths of opportunity for its clients. The Newhouse Sheridan Group is a wealth management team with expertise in equity compensation, corporate benefits, personalized planning, and wealth management. Through collaborative teamwork and in-depth conversations with clients, the institution aims to provide thoughtful advice and guidance for all financial matters. With over 30 years of combined experience, the team specializes in working with employees, founders, and C-suite executives in the Equity Compensation arena, providing services such as wealth planning, employee education, trading guidance, and implementation of trading plans. Utilizing proprietary planning tools, the institution offers analysis on stock options, awards, and strategies to help clients make informed decisions and achieve their financial goals. With a focus on regulatory compliance, risk mitigation, and tax minimization, Merrill Lynch Financial Advisor Graeme Newhouse is committed to helping clients live their best financial lives.

Lynch Wealth Management. Located at 1211 Southwest 5th Avenue in Portland, Oregon, Merrill Lynch Financial Advisor Chelsea Dwyer and the Carrano & Associates team are dedicated to helping high-net-worth individuals, families, and businesses define and pursue their financial goals. With a focus on long-term relationships, personalized strategies, and regular communication, our team of experienced professionals aims to provide comprehensive financial solutions tailored to each client's unique needs. Through a consultative approach, sophisticated execution, and emphasis on client relationships, we strive to deliver favorable results and help our clients achieve financial success on their own terms. As part of Merrill Lynch Wealth Management, we have access to BofA Global Research's industry-leading research and advanced technology to drive portfolio design and performance. Our team is committed to accessibility, responsiveness, and follow-through, ensuring that our clients receive the highest level of service and support. Whether you are seeking assistance with investment management, retirement planning, estate planning, or other financial needs, Carrano & Associates is here to help you navigate your financial journey with confidence and clarity.

Merrill Lynch Financial Advisor Michael Sheridan, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution focused on bringing options to life and discovering new paths of opportunity. The Newhouse Sheridan Group is a wealth management team with expertise in equity compensation, corporate benefits, personalized planning, and wealth management. They prioritize understanding their clients' personal and financial goals through in-depth conversations, collaborating with other trusted professionals to align efforts and strategies. With over 30 years of combined experience, they specialize in working with employees, founders, and C-suite executives in the equity compensation arena. Their proprietary planning tools assess the impact of equity compensation and single stock concentration within a portfolio, providing clients with valuable insights and strategies for exercising stock options, managing restricted stock, and maximizing their financial goals. The institution is dedicated to helping clients live their best financial lives by providing thoughtful advice and guidance for all their financial needs.

Merrill Lynch Private Wealth Advisor Drew Pinson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a leading finance institution dedicated to providing expert analysis and industry-leading research to help clients stay ahead in their financial goals. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals offering seasoned advice and insight to clients undergoing major financial and life transitions. With a focus on building relationships based on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet the specialized needs of their clients. Recognized by Forbes for their exemplary client service, the team at Robertson Terrill Gypmantasiri Gunnari & Associates is committed to helping clients achieve their goals through a goals-based wealth management approach. With over $1.7 billion in assets under management, the team works with individuals, families, business owners, and executives, providing services typically reserved for the world's largest institutions.

Sigma Investment Management Company is a finance institution located at 121 Southwest Morrison Street, Portland, Oregon, United States. We offer a different kind of wealth management that focuses on helping you enjoy the success you've worked hard to achieve. Our expert advisors have a comprehensive approach to financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. We believe in connecting all the dots of your financial life to help you protect and grow your wealth. Our team of talented wealth advisors in the Portland area are dedicated to helping you achieve your financial goals and enjoy the fruits of your labor. With years of experience and a passion for helping clients, we are here to guide you towards financial freedom and security. Whether you're a business owner, medical practitioner, executive, or dedicated saver, we provide personalized guidance to help you accomplish your unique goals. Contact us today to start building a secure financial future.

Merrill Lynch Private Wealth Advisor Kevin Robertson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a renowned finance institution offering industry-leading research and expert analysis to help clients stay ahead in their financial endeavors. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals dedicated to providing seasoned advice and insight to clients during major financial and life transitions. As part of Merrill Private Wealth Management, the advisors at this institution are rigorously trained to meet specialized needs with personalized service based on trust. The team has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Clients have access to services and resources typically reserved for large institutions, and the advisors work with individuals, families, business owners, and executives using a goals-based wealth management approach.

CTO Consulting is a leading finance institution located at 1050 Southwest 6th Avenue in Portland, Oregon, United States. Our team of experienced professionals offers expert consulting services to help businesses navigate the complexities of the financial world. From strategic planning to risk management, we provide tailored solutions to meet the unique needs of each client. With a focus on innovation and excellence, CTO Consulting is committed to helping businesses thrive in today's competitive market.

Bitte & Co is a reputable accounting and finance institution located at 9700 Southwest Capitol Highway in Portland, Oregon. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Bitte & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Visit them today to see how they can assist you with all your accounting and finance needs.

The Oregon Association of Independent Accountants is a professional organization located at 1804 Northeast 43rd Avenue in Portland, Oregon. Our institution serves as a hub for accountants, finance professionals, and lawyers in the region, providing networking opportunities, continuing education, and resources to support our members in their careers. Join us to connect with like-minded professionals and stay up-to-date on industry trends and best practices.