Directory Search Results
13 matches were found for Financial Advisors
Our members are presented equally regardless of their alphabetical positioning.
For an alphabetized list of these results CLICK HERE.
Edward Jones: G. Cotterell
Gary L. Cotterell
2085 NW Grant Ave
Corvallis, OR 97330
Member Since: 2014
Matt Andresen
3006 NW McKinley Drive
Corvallis, OR 97330
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
PacWest Wealth Partners - Ameriprise Financial
Sten Carlson
Certified Financial Planner
2396 NW Kings Blvd.
Corvallis, OR 97330
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.
Edward Jones - Samuel F Niesslein Jr
Samuel Niesslein
Financial Advisor/Owner
2085 NW Grant Ave
Corvallis, OR 97330
Fax: 800-509-1766
Member Since: 2020
Financial Freedom Wealth Management Group, LLC
Jason Harris
Wealth Advisor
518 SW 3rd Street
Corvallis, OR 97333
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.
U.S. Bancorp Investments
Nancy Beaudry
Wealth Management Advisor
2600 NW Ninth St
Corvallis, OR 97330
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
Citizens Bank
Bill Humphreys Jr.
275 SW 3rd Street
P O Box 30
Corvallis, OR 97339
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.
First Tech Federal Credit Union
Arlene Havre
Senior Marketing Manager
5100 NE Dawson Creek Drive
Hillsboro, OR 97124
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.
Country Financial - Brian Donne
Brian Donne
545 SW 2nd Street
Corvallis, OR 97333
Fax: 541-757-3492
Member Since: 2007
Ingle Byzick & Associates
Jeff Jensen Manager
2015 NW Grant
Corvallis, OR 97330-4315
Fax: 541-754-7619
Member Since: 1986
Tax Accountants and Business Consultants
   Information on this member:

More Business Information
Map to Facility
External Website
Hurley Financial Group, Inc.
Megan Schneider
Vice President
111 SW 4th Street
Corvallis, OR 97333
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.
Spectrum Strategic Capital Management, LLC
Greg Bachman
Chief Investment Officer, Member
1745 NW Kings Blvd
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
Clarity Wealth Development
Kay Dee Cole
Financial Advisor
262 NW Polk Ave
Corvallis, OR 97330
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.
   Information on this member:

More Business Information
Map to Facility
Business Catalog
Online Appointment System
External Website