13 matches were found for Financial Advisors & Services Our members are presented equally regardless of their alphabetical positioning. For an alphabetized list of these results CLICK HERE.
At Mountain Money Matters, we offer stable, reliable guidance and support for your personal daily financial tasks that can easily become too much when your life gets crazy! Life?s administrative duties keep on going and subsequently pile up no matter what might be getting in the way of you being more on top of things. That?s where we come in. With everything handled thoughtfully and discreetly, you?re free to focus on your work, your family, and your peace of mind.
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
Member Proudly Supports: - Ashbrook Independent School
- CASA of Benton County
My connection to finance didn't start in adulthood
It was passed down from my mother.
Throughout my childhood, she told me, "You need to understand how money works. You need to be able to support yourself fully and independently."
She had watched a woman she loved suddenly lose her husband. And with that, their income. The woman was then left to carry a family, a business, and a life she hadn't been prepared to manage alone.
That experience shaped my mother. And in turn, it shaped me
It's a big part of why this work feels like more than a career to me. What I want is for the women I serve to have choices. To feel confident, capable, and independent because they understand their finances and have the structure in place to support themselves.
Financial independence was passed to me. Now I get to pass it on.
Early in 2022...
I owned and ran a consulting engineering firm. Because I grew up on a farm, I loved solving complex problems and working hard. But during that time, I was also living the kind of life many of you know well. I was running a company, raising two young daughters, managing a household, and trying to make sound financial decisions.
Like a lot of you, I handled most of it myself. I felt responsible for my family (and still do). But even people who are comfortable with numbers and big decisions still need someone they trust when it comes to money.
So I started looking for someone who could help me with wealth management in retirement. But something about the finance industry kept bothering me. Most wealth management Corvallis advisors I came across were focused on helping people build wealth. They delivered a solution for growth and accumulation, then moved on. But the questions many of us are asking are different....
How do we use what we've built to support the retirement I want for the rest of my life? How do we support family without jeopardizing our own future?
Those are questions no one is answering. And they require a different mindset entirely. So I sold my engineering firm and spent two years learning everything I could about wealth management. Then I built the firm I had been looking for all along
Thistle Wealth? Today
People choose us when their finances have become complicated, and they're mentally overextended. When they're nervous that they'll run out of money. When they can no longer avoid making decisions for their retirement. The complexity has grown to the point where managing it alone feels uncomfortable.
Thistle Wealth? helps you step into retirement knowing you have enough. Enough money, enough flexibility, and enough understanding to live well. We turn years of savings into a reliable income using a research-based plan. It consistently supports your spending and allows you to enjoy retirement without worrying about money. And unlike most wealth management firms, we intentionally take on a small, limited number of clients. We are deeply detail-oriented and look at every part of your financial life before making any recommendations.
With a Thistle Plan, you protect your family and support a vibrant, meaningful retirement.
Oregon Cascades West Council of Governments (OCWCOG) has been serving the Linn, Benton, and Lincoln County region for over 50 years. OCWCOG consists of three main departments: Senior and Disability Services, Community Service Programs, and Community and Economic Development.
Oregon Cascades West Council of Governments is committed to our Mission: to promote a thriving region through service, connectivity, and innovation. We execute this by daily living out our Core Values - Compassion, Collaboration, DEI, Integrity, and Respect.
Financial Freedom Wealth Management Group (FFWMG) is a nationally recognized wealth management firm. FFWMG was founded by Julia M. Carlson in 2001 and has grown to over 20 team members across four Oregon locations. We are committed to educating our clients and helping them make wise financial decisions. We work with individuals, families, and business owners to realize their personal vision of financial success. Our approach to wealth management allows clients to rise above financial stress, retire with confidence, and leave a lasting legacy. Our team strives to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach. Our commitment is to care deeply about our clients and their financial lives.
FFWMG has received the following honors and awards: InvestmentNews Best Places to Work for Financial Advisors, InvestmentNews Excellence in Diversity & Inclusion, Portland Business Journal?s Largest Women-Owned Businesses in Oregon & Clark County, Washington, and Portland Business Journal?s Largest Money Management Firms in Oregon & Southwest Washington.
Oregon State Credit is a not-for-profit member-owned financial cooperative providing trusted financial service to anyone who lives or works in 28 Oregon counties and Southwest Washington.
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.
Marsh & McLennan Agency (MMA) is the Northwest's premier insurance agency. Operating since 1972, we provide business and personal insurance, employee benefits and surety throughout our local offices in Idaho, Montana, Oregon and Washington. In our Northwest region, we employ more than 700 insurance professionals, including teams that specialize in highly complex market niches such as healthcare, construction, transportation, education, agriculture, hospitality, public entities and banking.
MMA offers important, cost-saving services including risk mitigation and claim management. In addition, MMA partners with the best and most diverse insurance providers in the country.
At MMA we are:
- Fiercely committed. Clients are our top priority?always.
- Transparent. We believe you should understand how we are paid and the services provided for the compensation we receive.
- Specialized. Providing employee benefits, business insurance, personal insurance, bonds and retirement funding.
- Value driven. Our services are developed based on the needs of our clients well into the future.
- Business focused. Specialized risk management tools and programs.
- Long-term strategic planners. Meeting the needs of clients well into the future.
- Financially strong. Our financial strength provides a firm foundation for the long term.
- Powered by Marsh. As a company of Marsh McLennan, we provide our clients with best- in-class services that meet their growing needs.
