Contact Info
Northwest Financial Group, LLC
Michael W. Gray, Kerry Dyer, C. Travis Gray
310 NW 7th St.
Corvallis, OR 97330
Phone: 541-757-7701
Fax: 541-752-5133
Visit our Website
Our Website
Click below to visit our Website
Services
- Financial Planning, Retirement Planning
- Retirement Asset Distribution Strategies
- Asset Management, Insurance Planning
- Estate Planning & Wealth Management
- Health Insurance for individuals, groups
- Medicare (Advantage & Supplemental)
- Supplemental Health Insurance (cancer..)
- Disability & Long Term Care Insurance
- Life Insurance, Term and Universal Life
- Whole Life Insurance
Fundraisers We Support
- Corvallis Boys & Girls Club
- Corvallis Young Life
- Rotary International
Hours of Operation
7:00 a.m. to 4:30 p.m.
About Us
Northwest Financial Group, LLC is a team of investment professionals who is committed to helping our clients meet the challenges of retirement planning, income generation, and wealth transfer. Together our team has over 81 years of combined experience in Financial Planning and Asset Management.
Our focus is:
Financial Planning, Retirement Planning
Retirement Asset Distribution Strategies
Asset Management
Estate Planning & Wealth Management
Insurance Planning, Life
Health, Medicare,and Supplemental Health
WE SERVE . . .
Individuals & Families
Small Business
Professionals
Foundations & Non-Profit Organizations
SERVICES PROVIDED . . .
Written Investment Policy Statement
Cash Flow Management
Asset Allocation Advise
Asset Management
Fund and Manager Reviews
Qtrly, Yr-to-Date, Inception Performance Reports
Annual Review Meetings & As Needed
Detailed Tax Reporting
Fee Based Financial Planning
Our broker/dealer is LPL Financial. LPL Financial has been named Americas #1 independent brokerage firm for 12 consecutive years* supporting more than 11,000 independent financial advisors nationwide. In addition we believe they offer us more flexibility enabling us to provide you with the best solutions to your financial needs.
*Based on total revenue, as reported in Financial Planning Magazine, June 1996-2007
We are a full service Wealth Management Firm that assists you so youll get the most from your life by spending your time engaged in the activities you enjoy and surrounding yourself with the people you love.
QUOTES FOR HEALTH, MEDICARE OR SUPPLEMENTAL PLANS, Contact Donna Green
Mission Statement
We are on a journey with our clients to reach and protect their financial security. We help them make informed decisions by understanding their values and providing the tools to achieve their goals.
