Wealth management service in Newport, Washington

Professional Trustee Services is a trusted institution located at 118 South Washington Avenue in Newport, Washington, United States. Our team of experienced professionals specializes in providing expert trustee services to ensure the proper management and administration of trusts. With a commitment to integrity and transparency, we offer personalized solutions tailored to meet the unique needs of our clients. Whether you are looking to establish a trust or need assistance with trust administration, our dedicated team is here to help. Trust Professional Trustee Services to safeguard your assets and ensure your peace of mind.

Over The Horizon Financial is a trusted accounting and finance institution located at 220 South Washington Avenue in Newport, Washington, United States. We specialize in bookkeeping, payroll, sales tax, and quarterlies, taking the burden off your shoulders and ensuring your business stays on track. Our experienced team is dedicated to providing efficient and clear communication to meet your specific needs and help your business thrive. With over 20 years of experience in tax preparation, our Tax Manager will ensure your return is prepared correctly and eliminate any errors. We offer tax prep and planning services to help you navigate the ever-changing tax laws and minimize surprises at tax time. Our goal is to save you money and provide personalized services that cater to your business needs.

Linda J Mathis is a reputable law firm located at 301 Spruce Street in Newport, Washington, United States. Specializing in various legal services, Linda J Mathis provides expert guidance and representation in a wide range of legal matters. With a team of experienced lawyers, they are dedicated to serving their clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Linda J Mathis is committed to helping you navigate the complexities of the legal system. Contact them today to schedule a consultation and discuss your legal needs.

Edward Jones - Financial Advisor: Joseph M Carter, CFP®|ChFC®|CLU®|CRPC™ is a reputable finance institution located at 14017 North Newport Highway in Mead, Washington, United States. With a team led by Joseph M Carter, who holds certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Retirement Planning Counselor (CRPC™), the institution offers expert financial advice and planning services to individuals and businesses. Whether you are looking to invest, plan for retirement, or protect your assets, Edward Jones is dedicated to helping you achieve your financial goals.