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5 matches were found for Investment Advisors
Our members are presented equally regardless of their alphabetical positioning.
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Clarity Wealth Development
Kay Dee Cole
Financial Advisor
262 NW Polk Ave
Corvallis, OR 97330
541-753-1898
Fax: 541-753-1909
Member Since: 2001
Member Proudly Supports:
- Heartland Humane Society
- Arts Center
- Grace Center for Adult Day Services
- 4-H
- Rotary
Clarity is the key to making sound decisions. Our mission is to help people navigate the financial planning process with knowledge and confidence. We provide personal service, investment advice and education to develop a solid strategy and point you in the right direction.
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Hurley Financial Group, Inc.
Megan Schneider
Vice President
111 SW 4th Street
Corvallis, OR 97333
541-757-2331
Fax: 541-757-2358
Member Since: 2011
An SEC Registered Investment Advisory Firm Specializing in Retirement Planning. Securities offered through Geneos Wealth Management, Inc. a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Hurley Financial Group, Inc., a registered investment advisor.
U.S. Bancorp Investments
Nancy Beaudry
Wealth Management Advisor
2600 NW Ninth St
Corvallis, OR 97330
541-757-6456
Member Since: 2012
Nancy will get to know you and understand all you want to accomplish by taking you through a consultative process intended to uncover an appropriate path for you. Nancy Leads a team of investment, insurance and financial planning experts from U. S. Bancorp Investments, plus banking experts and Trust officers from our affiliate, U. S. Bank. With comprehensive resources and the personalized attention you deserve, our experienced team of professionals can help work toward meeting all of your financial needs. Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc. member FINRA and SIPC, in investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank
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PacWest Wealth Partners - Ameriprise Financial
Sten Carlson
Certified Financial Planner
2396 NW Kings Blvd.
Corvallis, OR 97330
541-757-3000
Fax: 541-757-8166
Member Since: 2015
PacWest Wealth Partners provide our families peace of mind through collaborative financial planning. Our Confident Retirement approach to financial planning is the basis and hallmark behind the success of our clients. We offer flexibility, personalized service and a comprehensive approach to financial planning. We help our clients plan to accomplish their dreams and goals. With plans in place, our clients can have more time to enjoy with their families, friends, hobbies or careers.
Spectrum Strategic Capital Management, LLC
Greg Bachman
Chief Investment Officer, Member
1745 NW Kings Blvd
541-248-2052
503-746-9666
Member Since: 2019
Spectrum Strategic Capital Management, LLC, is an independent, federally registered investment advisor and full-service financial planning firm. We provide our clients with asset management, retirement planning, investment planning, estate planning and a broad range of additional services. We believe the skill, commitment and creativity of our professionals sets us apart from our competitors. Thanks to our deep collective experience, we have the ability to provide sophisticated, research-based strategies that are tailored to needs of each individual client. We are dedicated to delivering superior service and establishing personal, long-term relationships that support each client's progression through cycles of family, career, retirement and prosperity.
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