Long term investment strategies in Vancouver, WA
44 results found
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Baker Ellis Asset Management, LLC
● ClosedBaker Ellis Asset Management, LLC is a finance institution located at 805 Broadway Street in Vancouver, Washington, United States. Our mission is "The relentless pursuit of value. The thoughtful exercise of judgment." Established in 2002, we specialize in helping clients achieve their investment objectives and financial peace of mind. We serve a diverse range of clients, including individuals, trusts, and corporate clients, spanning from Portland, Oregon to New York, as well as clients in Canada, Japan, and the U.K. Our investment approach focuses on value, diversification, and a long-term strategy guided by comprehensive financial planning.
805 Broadway St #400, Vancouver, WA 98660, United States -
Edward Jones - Financial Advisor: Daniel C Gilchrist
● ClosedEdward Jones - Financial Advisor: Daniel C Gilchrist is a finance institution located at 6623 East Mill Plain Boulevard in Vancouver, Washington, United States. Daniel C Gilchrist is a trusted financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or building wealth, Daniel C Gilchrist provides tailored solutions to meet your unique needs. With a focus on long-term financial success, Edward Jones - Financial Advisor: Daniel C Gilchrist is committed to helping clients secure their financial future.
6623 E Mill Plain Blvd, Vancouver, WA 98661, United States -
Edward Jones - Financial Advisor: Eisen Dela Cruz
● ClosedEdward Jones - Financial Advisor: Eisen Dela Cruz is a reputable finance institution located at 1499 Southeast Tech Center Place in Vancouver, Washington, United States. As a dedicated financial advisor, Eisen Dela Cruz provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can trust in the expertise and professionalism of Eisen Dela Cruz to help them navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Eisen Dela Cruz is committed to providing exceptional service and support every step of the way.
One Tech Center, 1499 SE Tech Center Pl Suite 260, Vancouver, WA 98683, United States -
Megan Westbrook - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMegan Westbrook - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 1499 Southeast Tech Center Place in Vancouver, Washington, United States. As a trusted wealth advisor, Megan Westbrook provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Megan Westbrook offers a wide range of financial services tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or managing your investments, Megan Westbrook - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping you secure a strong financial future.
1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, United States -
Edward Jones - Financial Advisor: Theresa A Cann, AAMS™
● ClosedEdward Jones - Financial Advisor: Theresa A Cann, AAMS™ is a trusted finance institution located at 201 Northeast Park Plaza Drive in Vancouver, Washington, United States. Theresa A Cann, AAMS™ is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on building long-term relationships, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Theresa A Cann, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
201 NE Park Plaza Dr Ste 244, Vancouver, WA 98684, United States -
Edward Jones - Financial Advisor: Julie A Gordon
● ClosedEdward Jones - Financial Advisor: Julie A Gordon is a reputable financial institution located at 700 Southeast Chkalov Drive in Vancouver, Washington, United States. Specializing in providing personalized financial services, Julie A Gordon and her team strive to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Julie A Gordon is committed to providing top-notch financial advice and guidance to individuals and families in the Vancouver area.
700 SE Chkalov Dr Suite 15, Vancouver, WA 98683, United States -
Edward Jones - Financial Advisor: Thomas DeMarco, CFP®
● ClosedAt Edward Jones - Financial Advisor: Thomas DeMarco, CFP®, located in Vancouver, Washington, United States, clients can expect personalized financial planning services from a Certified Financial Planner. With a focus on building long-term relationships, Thomas DeMarco helps individuals and families achieve their financial goals through comprehensive investment strategies and retirement planning. Whether you are looking to grow your wealth, save for education expenses, or plan for retirement, Edward Jones is dedicated to providing expert guidance and support every step of the way.
16508 SE 24th St Ste 105, Vancouver, WA 98683, United States -
Ameriprise Financial: Julienne Valois
● OpenAmeriprise Financial: Julienne Valois is a trusted finance institution located at 1499 Southeast Tech Center Place in Vancouver, Washington, United States. With a focus on providing personalized financial planning services, Julienne Valois and her team offer expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, Ameriprise Financial: Julienne Valois is dedicated to helping you make informed decisions and create a solid financial strategy. Visit their office today to start planning for a brighter financial future.
1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, United States -
Dustin Guy Martin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDustin Guy Martin is a Financial Advisor at Ameriprise Financial Services, LLC located at 1499 Southeast Tech Center Place in Vancouver, Washington, United States. Dustin 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 Dustin's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Dustin specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs. With a commitment to ethics and continuing education, Dustin Guy Martin is dedicated to helping clients achieve their financial goals and secure their financial future.
1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, United States -
Vieng Bounnam - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVieng Bounnam - Financial Advisor at Ameriprise Financial Services, LLC, located at 15609 Southeast Mill Plain Boulevard in Vancouver, Washington, offers a wide range of financial services. Vieng Bounnam holds various 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®, 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®, CFMA®. These certifications demonstrate Vieng Bounnam's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or veteran, Vieng Bounnam is equipped to provide you with personalized financial advice and guidance.
15609 SE Mill Plain Blvd #100, Vancouver, WA 98684, United States -
Skye Thomas Dahl - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSkye Thomas Dahl - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 1499 Southeast Tech Center Place in Vancouver, Washington, United States. Specializing in private wealth management, Skye Thomas Dahl provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Skye Thomas Dahl is dedicated to helping individuals and families navigate the complexities of wealth management. Whether you are planning for retirement, saving for college, or investing for the future, Skye Thomas Dahl - Private Wealth Advisor is committed to helping you secure your financial future.
1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, United States -
Eleanor Lucero - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEleanor Lucero is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1499 Southeast Tech Center Place in Vancouver, Washington. With years of experience in the finance industry, Eleanor provides personalized financial planning and investment strategies to help clients achieve their goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Eleanor is dedicated to helping you navigate the complexities of the financial world. Contact Eleanor Lucero today to start building a secure financial future.
1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, United States -
Dave Studer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDave Studer is a financial advisor at Ameriprise Financial Services, LLC located at 3128 East Evergreen Boulevard in Vancouver, Washington, United States. He holds various 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®, 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®. Dave Studer is dedicated to providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies. He upholds a high standard of ethics and professionalism in his practice, ensuring that clients receive personalized and strategic financial advice tailored to their specific needs. With a focus on education and support, Dave Studer strives to empower his clients to achieve their financial goals and secure their financial future.
3128 E Evergreen Blvd Unit B, Vancouver, WA 98661, United States -
Kirk Tambara - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKirk Tambara is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1499 Southeast Tech Center Place in Vancouver, Washington, United States. Kirk holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kirk's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Kirk is dedicated to helping clients make informed decisions and achieve their financial goals through personalized and strategic investment strategies.
1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, United States
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