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, 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.
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
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.
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 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.
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
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.
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.
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.
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.
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.