The 30 Best Valued clients in Oregon
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Vista Capital Partners
Vista Capital Partners is a finance institution located at 9755 Southwest Barnes Road in Portland, Oregon, United States. We believe that a well-constructed financial plan is the best investment you can make, and our disciplined, long-term approach is designed to protect and grow your wealth at every stage of life. As your goals evolve, from saving for college to planning for retirement, our team is here to help you live life fully. We value evidence over ego and long-term happiness over short-term hype, and our blog is a resource for unbiased answers to your financial questions. Visit us at Suite 595 in Portland to get started on your financial journey with Vista Capital Partners.
Buckingham Strategic Wealth
Buckingham Strategic Wealth is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your finances. They also provide guidance on how to make the most of restricted stock units (RSUs) if your organization offers them as a form of compensation. Your values are at the core of every financial decision you make, and Buckingham can help align your financial plan with what matters most to you.
Jays Home Repair and Renovation
Jays Home Repair and Renovation is a trusted general contractor and painter located at 2285 Bailey Hill Road in Eugene, Oregon. With years of experience in the industry, we specialize in providing top-notch home repair and renovation services to our valued clients. Whether you need a fresh coat of paint or a complete home renovation, our skilled team is dedicated to delivering high-quality results that exceed your expectations. Contact us today to bring your home improvement vision to life.
Wealthbridge Advisors - Ameriprise Financial Services, LLC
Wealthbridge Advisors - Ameriprise Financial Services, LLC, located at 5000 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They document goals, provide regular progress reviews, and update strategies as life changes. Clients can access their investments and accounts from any device securely. The institution offers complimentary initial consultations to discuss financial goals and planning concepts. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Privacy and security measures are in place to protect client information. The institution values referrals and strives to help friends and family achieve their financial goals. Members of Ameriprise Financial Services, LLC are part of FINRA and SIPC.
Barker Wealth Management, LLC
Barker Wealth Management, LLC is a finance institution located at 111 Southwest 5th Avenue in Portland, Oregon, United States. We specialize in providing comprehensive wealth management services to individuals, families, and businesses. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and financial planning. With a focus on long-term growth and financial security, Barker Wealth Management, LLC is committed to providing top-notch service and guidance to our valued clients.
Deborah Weller Insurance & Investments
Deborah Weller Insurance & Investments is a trusted finance institution located at 12901 Southeast 97th Avenue in Clackamas, Oregon, United States. Specializing in insurance and investment services, our team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With personalized solutions and expert guidance, we strive to provide the highest level of service and support to our valued clients. Contact us today to learn more about how we can help you protect and grow your assets.
Dave's Handyman Service
Dave's Handyman Service is a trusted and reliable institution located at 41388 Kingston-Lyons Drive Southeast in Stayton, Oregon. With years of experience in the industry, our team of skilled professionals is dedicated to providing top-notch handyman services to our valued clients. From minor repairs to major renovations, we are committed to delivering high-quality workmanship and exceptional customer service. Whether you need help with plumbing, electrical work, carpentry, or any other home improvement project, you can count on Dave's Handyman Service to get the job done right. Contact us today to schedule an appointment and experience the difference our expertise can make in your home.
Santa Clara Animal Hospital
Santa Clara Animal Hospital, located at 2510 River Road in Eugene, Oregon, is a trusted institution for all of your pet's health care needs. With almost 40 years of experience, our full-service veterinary hospital offers comprehensive medical care, surgery, orthopedic surgery, and dentistry for a variety of animals including dogs, cats, birds, reptiles, pocket pets, and primates. Our dedicated team is committed to providing personalized attention to each pet owner and their furry family member. From routine preventive care to treatment of diseases and surgical procedures, we are here to support you through every step of your pet's journey. We understand the special bond you share with your pet and strive to become your partner in their health care.
Guiding Financial, LLC Financial Planning, Counseling and Coaching for Women
Guiding 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.
Sustainable Wealth Management
Sustainable Wealth Management is a finance institution located at 1991 Garden Avenue in Eugene, Oregon, United States. Our mission is to help individuals and organizations achieve financial success through sustainable and ethical investment practices. We offer personalized wealth management services that prioritize long-term growth, while also considering the impact on the environment and society. Our team of experienced financial advisors are dedicated to helping our clients build and preserve their wealth in a way that aligns with their values and goals. Visit us today to learn how we can help you create a more sustainable financial future.
Pacific Valuation & Forensics, LLC
Pacific 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.
B\VAL CPAs & Advisors
B\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.
Daniel Dollinger CPA CFP
Daniel Dollinger CPA CFP is an accounting and finance institution located at 187 High Street Southeast in Salem, Oregon, United States. With over 25 years of experience in the financial industry, Daniel Dollinger offers a range of services including financial planning, investment management, tax consulting, accounting, and bookkeeping. The institution aims to provide clients with financial security and peace of mind by offering simple and actionable solutions to their financial, investment, and tax problems. Services are provided on a fee-only basis, and can be conducted in English, Mandarin Chinese, Spanish, and Pohnpeian. Clients can expect a long-term relationship with Daniel Dollinger, who values loyalty and service to his clients. If you are looking to make informed financial decisions and achieve your financial goals, consider reaching out to Daniel Dollinger CPA CFP for assistance.
J&M Accounting Service
J&M Accounting Service is a professional, local, and accurate accounting and finance institution located in Canby, Oregon. Founded by the mother-daughter team of Jill and Michelle, J&M Accounting provides expert accounting services to help businesses stay balanced, accountable, and in good standing. With extensive experience in business accounting, Jill and Michelle are dedicated to being an important part of your team. Jill, a Canby native, values the small town feel and the benefits of having a family business. She brings a kind, dedicated, and open-door approach to her work, building strong relationships with her clients. Michelle, a single parent, started the business to support her family and found success through determination and flexibility. Together, Jill and Michelle have over 25 years of experience helping businesses grow and succeed.
Mr Fix It Construction & Handyman
Mr Fix It Construction & Handyman is a reliable and experienced institution located at 291 Gordon Way in Grants Pass, Oregon. Our team of skilled professionals is dedicated to providing top-notch construction and handyman services to our valued clients. Whether you need help with home repairs, remodeling, or general maintenance, we have the expertise to get the job done efficiently and effectively. Trust Mr Fix It Construction & Handyman for all your home improvement needs.
Rogue Advisors
Rogue Advisors, located at 1246 Northeast 7th Street in Grants Pass, Oregon, is a finance institution that offers fully transparent, fee-only fiduciary services with no commissions or quotas. Their goal is to help clients reach their financial goals through comprehensive financial planning and investment management. The institution strives to simplify the financial planning and investing process, providing peace of mind through data-backed advice and personalized asset allocation based on individual risk tolerance and goals. Rogue Advisors is a uniquely designed financial advisor firm near the famous Rogue River in Grants Pass. They emphasize understanding clients' goals and values to provide tailored financial methods and personal assistance. The institution's mission is to help clients maximize their financial potential and achieve generational wealth with expert guidance and optimized investment strategies.
North Star Resource Group
North Star Resource Group is a finance institution located at 6500 South Macadam Avenue in Portland, Oregon, United States. With over 170 associates nationwide, North Star helps clients navigate the path to financial security by offering comprehensive services tailored to individual values and priorities. By connecting clients with financial professionals who understand their unique challenges and goals, North Star goes beyond demographics to provide personalized recommendations for financial success. The institution's unique organizational structure allows clients to access specialists in various areas, from life insurance to investments to business solutions, all focused on their complete financial health. North Star has been recognized for its philanthropic efforts and commitment to employee satisfaction, making it a top workplace in the industry. Clients can expect personalized recommendations and guidance from professionals who understand their profession and prioritize their interests. With a focus on building a positive culture within the firm, North Star aims to provide clients with the tools and support they need to thrive in an ever-changing financial landscape.
Trailhead Career and Mental Health Counseling | Aaron Good, MS, CRC, LPC
Trailhead Career and Mental Health Counseling, led by Aaron Good, MS, CRC, LPC, is a welcoming and inclusive institution located in Portland, Oregon. Aaron is currently accepting new clients and offers a supportive environment for individuals looking to explore their identity, address challenges such as depression, anxiety, trauma, and grief, and work towards personal growth. In addition to mental health counseling, Trailhead also provides career counseling services for those seeking a new path or looking to enhance their current job situation. Aaron collaborates with clients to identify strengths, update skills, and find fulfillment in their professional lives.
Hillary Roethlisberger
Hillary Roethlisberger is a health institution located at 861 Southwest Madison Avenue in Corvallis, Oregon, United States. The institution is led by a volunteer-based board of directors made up of business, civic, and community leaders. Hillary Roethlisberger, who studied at Michigan State University and Western Theological Seminary, has been working with children, adults, and adolescents dealing with complex trauma, anxiety, grief, and depression since 2003. She uses a variety of therapy tools to set goals with each client and provide client-centered strategies for healing and developing communication and coping skills. Hillary is experienced in working with clients facing issues such as self-harm, eating disorders, LGBTQ issues, PTSD, and supports interfaith practices. She takes a holistic approach to treatment, addressing biological, psychological, social, and spiritual concerns. As a Clinical Supervisor since 2008 and an ordained minister in the Presbyterian Church USA, she also works to promote mental health access and peace building skills. Hillary's therapeutic style is warm, collaborative, and strengths-based, focusing on identifying and meeting goals with clients. She values play, trauma-informed care, anti-oppression, cultural humility, and humor, drawing from techniques such as Cognitive Behavioral Therapy, Solution-Focused Therapy, Internal Family Systems, Polyvagal Theory, and mindfulness practices. Hillary works with individuals of all ages, including LGBTQIA clients and those in non-traditional relationships.
Amity Mental Wellness
Amity Mental Wellness is a leading behavioral health practice located in Salem, Oregon, founded by the esteemed Lauri Cody. Our board-certified providers specialize in working with adults aged 18 and above, offering individualized and comprehensive psychiatry services. We understand the unique challenges individuals face and provide a nurturing environment for healing and growth. Our team at Amity Mental Wellness is committed to reshaping the narrative around mental health, incorporating evidence-based practices and integrative therapy to promote emotional well-being and healthy coping mechanisms. We strive to create a safe and trusting space for our clients to thrive without fear of judgment or criticism.
Kristin Erickson - Financial Advisor, Ameriprise Financial Services, LLC
Kristin Erickson is a financial advisor at Ameriprise Financial Services, LLC located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon. With a focus on understanding your financial goals and priorities, Kristin offers personalized advice to help you plan for the future with confidence. Whether you are saving for college, planning for retirement, or making investments, Kristin can help you navigate the expected and unexpected events in life. By conducting securities business only in states where properly registered, Kristin ensures compliance with regulations. Clients can schedule a complimentary initial consultation to discuss their financial needs and receive an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and values privacy and security for all clients. Referrals are welcomed, and Kristin looks forward to helping your friends and family achieve their financial goals. Contact Kristin Erickson today to start planning for a secure financial future.
Carmen Wong at Buckingham Strategic Wealth
Carmen Wong at Buckingham Strategic Wealth is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your finances. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your financial investments. They also provide valuable insights on how to make the most out of restricted stock units (RSUs) if your organization offers them as a form of compensation.
Watershed Wealth Planning LLC
Watershed Wealth Planning LLC, located in Portland, Oregon, is a finance institution dedicated to helping clients design a path to True Wealth. Owned and operated by Tyler R. Elliott, JD, MA, CFP®, a CERTIFIED FINANCIAL PLANNING™ Professional and former attorney, Watershed Wealth Planning is a member of NAPFA and operates as a fiduciary to its clients. True Wealth Planning at Watershed Wealth Planning is a holistic process that prioritizes the financial well-being and life satisfaction of clients. By clarifying values, priorities, circumstances, and aspirations, clients are guided in defining and designing their unique version of the "rich life." This approach focuses on habits and attitudes that support financial and life goals, as well as successful life transitions.
Rory C Robison, Financial Advisor - Eagle Strategies
Rory C Robison, Financial Advisor at Eagle Strategies, located at 120 Oakway Center in Eugene, Oregon, offers holistic financial planning services to help clients protect their future and enjoy life's pleasures. With over two decades of experience, the institution focuses on providing clarity and peace of mind by creating personalized financial plans that align with individual goals and priorities. Clients receive personal support, extensive resources, and guidance to help them make informed decisions and achieve their financial objectives with confidence. The institution values trusted human guidance and aims to be a partner in helping clients maximize their wealth and lead fulfilling lives. Services include insurance sales through New York Life Insurance Company, investment advisory services through Eagle Strategies LLC, and securities products and services through NYLIFE Securities LLC. Clients in Oregon, Arizona, Idaho, Utah, and Washington can benefit from the institution's expertise in financial planning. Contact Rory Robison for more information on how to protect, grow, and maximize your financial assets.
The Northwest Catholic Counseling Center
The Northwest Catholic Counseling Center is a leading health institution located at 8383 Northeast Sandy Boulevard in Portland, Oregon, United States. This center offers counseling services rooted in Catholic values to help individuals and families navigate life's challenges and improve their mental and emotional well-being. With a team of experienced therapists and counselors, the Northwest Catholic Counseling Center provides a safe and supportive environment for clients to explore their feelings, thoughts, and beliefs. Whether dealing with anxiety, depression, relationship issues, or grief, this institution is dedicated to helping individuals find healing and hope through compassionate care and evidence-based practices.
Kit Sluys, Psy.D. | Licensed Psychologist
Kit Sluys, Psy.D. is a licensed psychologist located at 1050 Southwest 6th Avenue in Portland, Oregon. Dr. Sluys is dedicated to helping individuals and couples navigate challenges such as depression, anxiety, stress, burnout, grief, and life transitions. She specializes in supporting those with high-pressure careers to manage their mental health effectively. Dr. Sluys takes a person-centered, evidence-based approach to therapy, drawing on techniques from mindfulness, cognitive-behavioral therapy (CBT), and other research-backed treatments. Her goal is to help clients uncover their strengths and reach their full potential by connecting with their values and true selves.
Rebecca Youssef, Psy.D. | Licensed Psychologist
Rebecca Youssef, Psy.D. is a licensed psychologist located in Portland, Oregon. Dr. Youssef specializes in stress management, life transitions, chronic illness, and wellness. She received her doctorate in clinical psychology from Midwestern University and has a background in primary care behavioral health consulting. Dr. Youssef utilizes mindfulness, Acceptance and Commitment Therapy (ACT), solution-focused counseling, motivational interviewing, and humor in her work with clients to improve their mood, functioning, and overall health. She aims to empower individuals to make changes based on their personal values and strengths. Dr. Youssef approaches psychotherapy with empathy, collaboration, authenticity, and compassion to create a safe space for clients to explore their life goals. Join our team of talented individuals at Rebecca Youssef, Psy.D. | Licensed Psychologist!
Valley Animal Hospital: Fosrberg Margaret DVM
Valley Animal Hospital: Fosrberg Margaret DVM is a veterinary care institution located at 400 Northeast E Street, Grants Pass, Oregon, United States. With a focus on providing top medical care to every patient and exceptional service to every client, Valley Animal Hospital aims to be the most trusted resource for veterinary care in the community. The institution values kindness, service, courtesy, and a commitment to continuous improvement. The doctors and staff at Valley Animal Hospital are dedicated to providing the highest quality veterinary medical care and customer service in a warm and caring environment. With a team of highly trained and educated health professionals, the institution is part of the 12% of veterinary practices in the US and Canada with AAHA Accreditation and holds AAFP Feline Friendly Gold status. Valley Animal Hospital looks forward to meeting you and your furry family member.
Pacific Veterinary Clinic: Fear Danielle DVM
Pacific Veterinary Clinic: Fear Danielle DVM is a trusted veterinary clinic located at 275 Fruitdale Drive in Grants Pass, Oregon. We are dedicated to providing comprehensive and compassionate care for pets in the local community and neighboring areas. Our team of highly skilled professionals is committed to ensuring the health and happiness of every animal we see. From routine check-ups to advanced medical treatments, we offer a wide range of veterinary services for dogs, cats, and pocket pets. Our personalized care approach ensures that each animal receives the treatment they deserve. We strive to build strong bonds between animals and their owners, fostering a sense of trust and communication.
His Home Repair & Remodeling
His Home Repair & Remodeling is a trusted general contractor located at 5629 Venice Avenue Southeast in Salem, Oregon. With years of experience in the industry, we specialize in providing high-quality home repair and remodeling services to our valued clients. From minor repairs to major renovations, our skilled team is dedicated to delivering exceptional craftsmanship and customer satisfaction. Contact us today for all your home improvement needs.
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