Financial Consultants
Manta has 170 businesses under Financial Consultants in Oregon
Featured Company Listings
4800 Meadows Rd
Lake Oswego, OR
(503) 446-4300
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Categorized under Financial consultant
We are a Wealth Management Firm. What separates us from the others is that we are a complete one-stop financial shop. We do Investing Financial Planning, Tax Planning, Tax Prep, and Estate Planning. We offer a broad range of wealth management and financial planning services including: Financial Planning Retirement Planning Estate Planning Tax Services Life Insurance Fee-Only Investment Advice Annuities
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Categorized under Financial consultant
Cascade Financial Strategies, LLC is a reliable financial advisor Bend OR providing personalized solutions to help clients achieve financial clarity and long-term success. As a fee-only financial advisor Bend Oregon, the firm offers transparent advice without commissions. Their fiduciary financial advisor Bend OR approach ensures every recommendation is aligned with your best interests. Whether you need a financial planner Bend Oregon or assistance with retirement planning Bend OR, their team creates strategies tailored to your goals. Cascade Financial Strategies, LLC integrates wealth management Bend OR with disciplined investment planning to build a cohesive financial roadmap. Clients benefit from a structured process that reduces uncertainty and improves decision-making. With a focus on financial planning services Bend OR, they help individuals and families stay aligned with their goals and build a secure financial future.
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Categorized under Financial Consultants
Ball Comprehensive Planning, LLC(“Ball Comprehensive Planning”) is an investment advisor registered with the States of Oregon. Ball Comprehensive Planning provides investment advisory services only where properly registered or exempt from registration and only after a client has entered into an Investment Advisory Agreement confirming the terms of the engagement and has been provided a copy of Ball Comprehensive Planning, LLC ADV Part 2A brochure."
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Categorized under Financial consultant
Martin Haugh Financial recently received the 2022 Cetera Circle of Excellence designation. This prestigious award recognizes the accomplishments and leadership of Cetera’s top performing advisors in the country, for providing comprehensive financial services, including wealth management solutions, retirement plan solutions, tax advisory, market research and portfolio analysis services.
8855 Southwest Holly Street, Suite 118
Wilsonville, OR
(503) 905-9583
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Small Business Accounting
IRS, Cash Flow
Payroll
Tax Advisory
Tax Preparation & Planning
Running a small business is exciting — but handling your finances shouldn't slow you down. At Padgett Wilsonville, our dedicated accounting team provide the guidance and support local entrepreneurs need to succeed and grow with confidence. From payroll to tax preparation and business tax planning and strategic business advice, we lift the burden of numbers off your shoulders so you can focus on what matters most: growing your Wilsonville business with confidence.
1915 NW Amberglen Pkwy Suite 365
Beaverton, OR
(503) 924-1450
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Insurance Agency, Financial Consultant, Health Insurance Agency, Auto Insurance Agency, Home Insurance Agency, Life Insurance Agency, Renters Insurance Agency
Lindsay Papa is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Beaverton, OR 97006
1500 Northwest Bethany Boulevard #190
Beaverton, OR
(503) 924-1450
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Insurance Agency, Financial Consultant, Health Insurance Agency, Auto Insurance Agency, Home Insurance Agency, Life Insurance Agency, Renters Insurance Agency
Duane Aldrich is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Beaverton, OR 97006
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Categorized under Financial consultant
As a financial leader in companies experiencing not only growth, but hypergrowth, I've seen what happens when they move fast - infrastructures are fragile, held together by duct tape and twine...they crumble under the weight of any meaningful volume. What is manageable at 100 transactions will cause your team to need a padded room at 5,000. Let me help you by being your problem detective...we can uncover, document and help you know what you don't know, so you aren't staring at the ceiling at 2 am wondering what will bite you in the ass-et tomorrow (accounting humor - you see what I did there?).
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Categorized under Financial consultant
MKG Financial Group, Inc. provides personalized financial planning and wealth management services for individuals, families, and business owners. Services include retirement planning, investment management, tax-efficient planning strategies, estate planning coordination, risk management, and wealth preservation. The firm works closely with clients to develop customized financial strategies based on their goals and circumstances. With a client-focused approach, MKG Financial Group, Inc. is committed to helping clients make informed financial decisions and plan for long-term financial well-being through professional guidance and personalized service.
900 Southwest 5th Avenue
Portland, OR
(503) 205-8751
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Categorized under Financial consultant
At the Ascent Private Capital Management office in Portland, OR, we offer a suite of comprehensive services designed to cater to your unique wealth management needs. Our expertise spans investment management, family office services, trust and estate services, and private banking, ensuring a holistic approach to your family's financial well-being. Our personal approach, combined with cutting-edge technology, allows us to focus on bringing your mission, vision and values to life. Discover how our dedicated team can help you navigate the complexities of wealth management with tailored strategies that reflect your goals and aspirations. Investment products and services are not a deposit, not FDIC insured and may lose value.
All Company Listings
CLAIMED
Categorized under Financial Consultants
5 Centerpointe Drive, Suite 400 Lake Oswego,
Lake Oswego, OR
(503) 747-6534
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Categorized under Financial consultant
LLWMG is your trusted financial advisor in Lake Oswego, offering expert financial planning and investment management services. Our dedicated team provides personalized strategies to help you achieve your financial goals with confidence. Rely on LLWMG, the premier financial advisor in Lake Oswego, to guide you towards a secure and prosperous future.
CLAIMED
Categorized under Financial consultant
As a financial leader in companies experiencing not only growth, but hypergrowth, I've seen what happens when they move fast - infrastructures are fragile, held together by duct tape and twine...they crumble under the weight of any meaningful volume. What is manageable at 100 transactions will cause your team to need a padded room at 5,000. Let me help you by being your problem detective...we can uncover, document and help you know what you don't know, so you aren't staring at the ceiling at 2 am wondering what will bite you in the ass-et tomorrow (accounting humor - you see what I did there?).
4800 Meadows Rd
Lake Oswego, OR
(503) 446-4300
CLAIMED
Categorized under Financial consultant
We are a Wealth Management Firm. What separates us from the others is that we are a complete one-stop financial shop. We do Investing Financial Planning, Tax Planning, Tax Prep, and Estate Planning. We offer a broad range of wealth management and financial planning services including: Financial Planning Retirement Planning Estate Planning Tax Services Life Insurance Fee-Only Investment Advice Annuities
1915 NW Amberglen Pkwy Suite 365
Beaverton, OR
(503) 924-1452
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Categorized under Financial Consultants
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Categorized under Financial Consultants
CLAIMED
Categorized under Financial consultant
Cascade Financial Strategies, LLC is a reliable financial advisor Bend OR providing personalized solutions to help clients achieve financial clarity and long-term success. As a fee-only financial advisor Bend Oregon, the firm offers transparent advice without commissions. Their fiduciary financial advisor Bend OR approach ensures every recommendation is aligned with your best interests. Whether you need a financial planner Bend Oregon or assistance with retirement planning Bend OR, their team creates strategies tailored to your goals. Cascade Financial Strategies, LLC integrates wealth management Bend OR with disciplined investment planning to build a cohesive financial roadmap. Clients benefit from a structured process that reduces uncertainty and improves decision-making. With a focus on financial planning services Bend OR, they help individuals and families stay aligned with their goals and build a secure financial future.
16409 SE Division St, Ste 216 PMB 1004
Portland, OR
(866) 695-4244
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Categorized under Financial Consultants
We specialize in merchant services agent and ISO development. We are a group of experienced payment processing industry professionals dedicated to our sales partners.
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Categorized under Financial consultant
Speedy Payday Loans offers help in getting personal loans. Call us and apply to get a loan for any purpose. Applicants are approved determined by the lender's credit criteria, which also includes your ability to repay the loan. We are not concerned with your credit history. Apply now!
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Categorized under Financial consultant
15 Southwest Colorado Avenue
Bend, OR
(800) 377-1449
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Wealth Management
Investment Management
Retirement Planning
Investment Advising
Risk Management
ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm is an independent Registered Investment Advisor founded in 1998. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits. At ASI, we believe in doing what's right instead of what's easy. We're fully invested in our clients.
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Categorized under Financial consultant
MKG Financial Group, Inc. provides personalized financial planning and wealth management services for individuals, families, and business owners. Services include retirement planning, investment management, tax-efficient planning strategies, estate planning coordination, risk management, and wealth preservation. The firm works closely with clients to develop customized financial strategies based on their goals and circumstances. With a client-focused approach, MKG Financial Group, Inc. is committed to helping clients make informed financial decisions and plan for long-term financial well-being through professional guidance and personalized service.
900 Southwest 5th Avenue
Portland, OR
(503) 205-8751
CLAIMED
Categorized under Financial consultant
At the Ascent Private Capital Management office in Portland, OR, we offer a suite of comprehensive services designed to cater to your unique wealth management needs. Our expertise spans investment management, family office services, trust and estate services, and private banking, ensuring a holistic approach to your family's financial well-being. Our personal approach, combined with cutting-edge technology, allows us to focus on bringing your mission, vision and values to life. Discover how our dedicated team can help you navigate the complexities of wealth management with tailored strategies that reflect your goals and aspirations. Investment products and services are not a deposit, not FDIC insured and may lose value.
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Management Consulting Services
Cost Management Consulting Services
Budgeting Services
Accounting Services
Financial Analysis Services
Closing Your Books, is a finance organization, located in Tigard Oregon, dedicated to working with women and women-owned enterprises. Our mission is "to deliver financial education, financial management consultancy and accounting/bookkeeping services through affordable and understandable channels to help women and women business owners develop a healthy relationship with money and become Smart Confident Financial Women®".
Our services include:
Financial Education
Personal Finance Management
Managerial Accounting
Bookkeeping
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Categorized under Financial Consultants
You won't have to worry any longer about being rejected for low credit score in Portland. New loans and lower interest rates are practical as a result of changes to credit problems. Big investments that you have planned will then no longer be deferred. You will use the car or home you want after you have the credit score you deserve to have. Use the financial strength and gratification accompanying your credit standing restored Call Our credit Repair specialist today and get a free consult about your credit repair in Portland OR
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Categorized under Financial Consultants
Ball Comprehensive Planning, LLC(“Ball Comprehensive Planning”) is an investment advisor registered with the States of Oregon. Ball Comprehensive Planning provides investment advisory services only where properly registered or exempt from registration and only after a client has entered into an Investment Advisory Agreement confirming the terms of the engagement and has been provided a copy of Ball Comprehensive Planning, LLC ADV Part 2A brochure."
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Categorized under Financial Consultants
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Categorized under Financial Consultants
We serve the pursuits of individuals, families, and companies with tailored financial planning and advice.
1050 SW 6th Avenue, Suite 1100 - Office 38
Portland, OR
(503) 660-8004
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Categorized under Financial Consultants
Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.
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Categorized under Financial consultant
4800 Southwest Meadows Road, Kruse Way
Lake Oswego, OR
(503) 212-9470
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Financial Reporting
Managment Accounting
Operation Accounting
Technical Accounting
NOW CFO is a “roll-up our sleeves” full service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth. Our advisors partner with our clients to create this success. This team mentality has created bonds with our clients who are widely valued throughout the business world.
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Financial Planner
Financial Services
Personal Finance Services
Investment Services
Educational Savings Plans
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Payroll
Cleanup Of Accounting Records
QuickBooks
Specialized Accounting Services
Business Consulting
**Currently not providing tax preparation services at this time.** We specialize in providing bookkeeping services, payroll, QuickBooks setup & training, business entity formation, specialized accounting services and small business consulting services. We believe in providing more than just a service. We strive to build strong and lasting business relationships with each of our clients. We focus on your specific situation and develop a customized plan that fits your individual needs.
Established in 2019.
Raul Garcia is the founder and owner of RG Accounting Services. He has worked in the accounting profession for over 20+ years. His past accounting experience includes working in a family business, medical industry, accounting & tax firm, and Fortune 500 global companies. RG Accounting Services was established to provide efficient, expert solutions to small businesses and individuals concerning their bookkeeping, accounting and small business needs. We serve a wide range of individuals, corporations, partnerships, LLC's and non-profit organizations. We have significant experience working with various industries such as: retail, landscaping, non-profits and professional services.
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Categorized under Financial consultant
Martin Haugh Financial recently received the 2022 Cetera Circle of Excellence designation. This prestigious award recognizes the accomplishments and leadership of Cetera’s top performing advisors in the country, for providing comprehensive financial services, including wealth management solutions, retirement plan solutions, tax advisory, market research and portfolio analysis services.
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Tax Preparation Service
Retirement Planing Service
Return Preparation Service
Comprehensive Collage
Retirement Advisors
David Beck Financial Services LLC is located in Portland, OR and is dedicated to providing quality services of Tax Preparations Services Portland OR,Retirement Planning Services Portland OR,Retirement Advisors Portland OR,Return Preparation Services Portland OR. Call us today at +18556840061. We can help! We look forward to hearing from you.
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Categorized under Financial consultant
Victory Financial Planning is made up of a carefully selected team of seasoned financial professionals. You will have access to experienced professionals who can help with comprehensive financial planning, retirement and income planning, asset preservation strategies, tax reduction strategies, and estate planning advice.We are here to help with financial advice that is independent and objective, but more than that, it’s personal.
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Categorized under Financial consultant
"Providing a caring, and personal approach to debt management, debt payoff, and general financial help. Caring and professional!"
81 Centennial Loop
Eugene, OR
(541) 342-8500
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Categorized under Financial consultant
Edward Jones - Financial Advisor: Jake Mylenek is a leading financial consultant and advisor in Eugene, Oregon. Our team of experienced finance brokers offers personalized investment services and financial planning to help clients achieve their financial goals. With a focus on building long-term relationships, we provide expert guidance and tailored solutions to meet each client's unique needs. Contact us today to start planning for a secure financial future.
8855 Southwest Holly Street, Suite 118
Wilsonville, OR
(503) 905-9583
CLAIMED
Small Business Accounting
IRS, Cash Flow
Payroll
Tax Advisory
Tax Preparation & Planning
Running a small business is exciting — but handling your finances shouldn't slow you down. At Padgett Wilsonville, our dedicated accounting team provide the guidance and support local entrepreneurs need to succeed and grow with confidence. From payroll to tax preparation and business tax planning and strategic business advice, we lift the burden of numbers off your shoulders so you can focus on what matters most: growing your Wilsonville business with confidence.
1915 NW Amberglen Pkwy Suite 365
Beaverton, OR
(503) 924-1450
CLAIMED
Insurance Agency, Financial Consultant, Health Insurance Agency, Auto Insurance Agency, Home Insurance Agency, Life Insurance Agency, Renters Insurance Agency
Lindsay Papa is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Beaverton, OR 97006
1500 Northwest Bethany Boulevard #190
Beaverton, OR
(503) 924-1450
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Insurance Agency, Financial Consultant, Health Insurance Agency, Auto Insurance Agency, Home Insurance Agency, Life Insurance Agency, Renters Insurance Agency
Duane Aldrich is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Beaverton, OR 97006
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Categorized under Financial Consultants
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Categorized under Financial Consultants
Douglas Greenberg of Portland serves as a fiduciary, working exclusively with business owners providing independent, unbiased guidance. Douglas Greenberg of Portland has created a private company sales process that incorporates valuation, tax planning and modeling of a transaction. Based on an objective view of their needs and incorporating a deep understanding of the business owners’ goals, Greenberg creates a customized solution. Prior to forming his advisory, Douglas Greenberg Portland Advisor was an Executive Director at Morgan Stanley for 24 years. Douglas Greenberg has been recognized as a top financial advisor by the Financial Times, Barron’s, Forbes and has earned the Certified Investment Management Analyst (CIMA) designation.
Categorized under Financial Consultants
5331 Sw Macadam Avenue
Portland, OR
(503) 928-5679
Categorized under Financial Consultants
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