Directory Search Results
30 matches were found for Financial Services
Our members are presented equally regardless of their alphabetical positioning.
For an alphabetized list of these results CLICK HERE.
Knight Financial
Brooke Knight
Branch Manager
385 & 375 Harrison Blvd
Corvallis, OR 97330
541-286-4579
Fax: 503-210-1514
Member Since: 2020
We are a full service residential mortgage firm delivering elite customer care. We designed our lender list to offer premier traditional and portfolio lending products. We are licensed in OR, WA, CA, & ID and have completed over 2,500 home loans totalling over $800 million in loan volume since our inception in August of 2005. We strive to be a valuable and accessible resource long after the transaction has closed. We truly develop lifelong bonds with our clients. Over 90% of our business comes from repeat customers, referrals from past clients, and trusted partners. We also often collaborate with tax, legal, and investment professionals on behalf of our clients to ensure their real estate financing is an integral part of their overall financial plan. Our proactive and professional approach continues beyond closing. It is imperative to our success to exceed your expectations ? we realize our next client may come from you!
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.
   Information on this member:

More Business Information
Business Catalog
Online Appointment System
External Website
Oregon Cascades West Council of Governments
Ryan Vogt
1400 Queen Ave. SE
Albany, OR 97322
541-924-8480
Member Since: 2011
Cascades West has been providing expert business lending services in Oregon since 1983. We specialize in SBA and governments loan programs, as well as local resources for loans in your area.
Central Willamette Community Credit Union
Brandon Drivon
Corvallis Branch Manager
555 NE Circle Blvd
Corvallis, OR 97330
541-704-4519
Fax: 541-758-2185
Member Since: 1990
We have locations in Albany, Corvallis, Lebanon and Salem and are still expanding.
Matt Andresen
3006 NW McKinley Drive
Corvallis, OR 97330
541-231-6220
Member Since: 2007
I am a financial advisor specializing in money management and retirement income stream planning, with an emphasis in the Public Employee Retirement System (PERS). Offering Independent Advice for Comprehensive Long-Term Financial Solutions
State Farm Insurance (Jeff Mills agent)
Jeff Mills
Agent
2251 NW 9th street
Corvallis, OR 97330
541-752-3465
Fax: 541-752-0154
Member Since: 2009
Auto, Home, Life, Health, long term care. Great Agency. Great Agent!
Oregon State Credit Union - Philomath
Ranelle Crosby
1446 Main Street
Philomath, OR 97370
541-929-7673
Fax: 541-714-4187
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website
First Tech Federal Credit Union
Arlene Havre
Senior Marketing Manager
5100 NE Dawson Creek Drive
Hillsboro, OR 97124
503-350-3374
Member Since: 2020
Founded in 1952 by a few astute people at Hewlett-Packard and Tektronix, First Tech is the nation?s premier credit union serving the world?s leading technology-oriented companies and their employees. We offer a full range of customized products and services, as well as individual tools for financial wellness. We invest in our members with great rates and convenient digital, face-to-face and self-service banking solutions. We also provide exclusive financial services for business and their employees through our partnerships with Select Employer Groups, such as, HP Inc., Hewlett Packard Enterprise, Microsoft, Agilent, Intel, Cisco, Amazon, Nike, Intuit, Google, and more.
Key Bank
Sherrie Payne
Branch Manager
1817 NW 9th Steet
Corvallis, OR 97330
541-757-4073
541-757-4071
Fax: 541-757-4085
Member Since: 2005
Oregon State Credit Union - Corvallis 25th
Joyce Lee
148 NW 25th Street
Corvallis, OR 97330
541-714-4000
Fax: 541-714-4189
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
External Website
Country Financial - Brian Donne
Brian Donne
545 SW 2nd Street
Corvallis, OR 97333
541-757-0899
Fax: 541-757-3492
Member Since: 2007
Citizens Bank
Bill Humphreys Jr.
VP
275 SW 3rd Street
P O Box 30
Corvallis, OR 97339
541-752-5161
Fax: 541-766-2281
Member Since: 1986

Since our founding in 1957, Citizens Bank has become one of the most successful and stable community banks in the country. While many things have changed since then, we are most proud of what hasn't changed, our mission to provide superior financial services to our customers, to promote economic growth and stability in our communities, and to deliver outstanding value to our shareholders.
Financial Freedom Wealth Management Group, LLC
Jason Harris
Wealth Advisor
518 SW 3rd Street
Corvallis, OR 97333
971-599-5142
Fax: 888-884-3511
Member Since: 2014
Financial Freedom Wealth Management Group, LLC is a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue Financial Freedom. Our customized programs are designed with the goal to help grow and conserve our clients? wealth while delivering an unprecedented level of personalized service. Our locations include branch offices in Newport and Salem; satellite offices in Corvallis and Eugene.
Oregon State Credit Union - North Albany
Lisa Christensen
Branch Manager
PO Box 306
Corvallis, OR 97329
541-924-8714
Fax: 541-714-4072
Member Since: 2007
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
   Information on this member:

More Business Information
Oregon State Credit Union - Lebanon
Peter Walker
PO Box 306
Corvallis, OR 97339
541-258-1575
Fax: 541-714-4130
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website
Luca Corvallis
Andrea Thornberry
Managing Partner
4035 NE Fair Acres Dr
Corvallis, OR 97330
541-224-6477
Member Since: 2020
Luca offers services including paying monthly bills, assisting with tax records, balancing checkbooks, decoding medical bills, and negotiating with creditors. For our local clients we can even make house calls and take care of all bill pay services in the client?s home. Housebound but want the security of face-to-face meetings with your financial organizer? Luca is for you. We also offer small-business bookkeeping.
Affordable Insurance Solutions
Teresa Schwab
CEO - Owner
470 NW Buchanan Ave
Corvallis, OR 97330
541-523-5467
Member Since: 2021
Oregon State Credit Union - Newport
Patti Ferry
141 NW 11th Street
Newport, OR 97365
541-574-6124
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
External Website
Purkey Bookkeeping, LLC
Luke Purkey
Bookkeeping Professional
538 4th Ave SE
Albany, OR 97321
541-678-2140
Member Since: 2019
Purkey Bookkeeping, LLC, offers professional bookkeeping services for your small business or non-profit so that you can get back to your priorities! Let me take care of your bookkeeping so that you can focus on running your business and spending time doing what you love, not preparing for tax season! I offer comprehensive bookkeeping, organized financial records on a monthly basis, and knowledge of what actually is happening to your cash. Do you dread January-April because you know at some point you're going to have to prepare for taxes? Let me take that stress away from you. You will save time, lower your financial and time risk, and be free to run your business in a completely different way! Contact me for a free consultation. Services: 1099 filing Book cleanup Bookkeeping Financial reporting Inventory services Payroll QuickBooks consulting QuickBooks Payroll QuickBooks setup QuickBooks training
Kernutt Stokes
Shelly Sorem
Contact
200 SW 4th Street
Suite 201
Corvallis, OR 97333
541-752-4556
Fax: 541-752-1796
Member Since: 2002
Movement Mortgage
Jes Walker-Wyse
Mortgage Loan Officer
2851 NW 9th St
Corvallis, OR 97330
541-514-1634
Member Since: 2020
We?re fast. Really fast. We changed the game more than a decade ago with our 6-7-1 process*. Today we continue to refine it. A fancy explanation is below, but we?ll translate it for you here: You. In your home. Faster.
Citizens Bank - Philomath Office
Josh Kvidt
Manager
PO Box 1629
Philomath, OR 97370
541-929-3228
Fax: 541-929-4258
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website
H & R Block
Robert White
Manager
529 SW 4th Street
5280 SW Philomath
Corvallis, OR 97333
541-758-0488
541-753-2933
Fax: 541-758-2142
Member Since: 2010
Member Proudly Supports:
- race for the cure
Professional Tax Preparation and Consultation.
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
Oregon State Credit Union - Albany
Faylene Gardner
1394 Clay Street SE
Albany, OR 97321
541-926-1144
Fax: 541-714-4180
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website
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.
Oregon State Credit Union - Corvallis 9th
Jim Patterson
1980 NW 9th Street
Corvallis, OR 97330
541-714-4286
Fax: 541-714-4188
Member Since: 1986
Citizens Bank
Peg Obrist
Vice President & Branch Manager
978 NW Circle Blvd
Corvallis, OR 97330
541-752-5161
Fax: 541-757-2318
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website
Edward Jones - Samuel F Niesslein Jr
Samuel Niesslein
Financial Advisor/Owner
2085 NW Grant Ave
Corvallis, OR 97330
541-753-4665
Fax: 800-509-1766
Member Since: 2020
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.