Directory Search Results
27 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.
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 - Corvallis 9th
Laurie Roe
1980 NW 9th Street
Corvallis, OR 97330
541-714-4286
Fax: 541-714-4188
Member Since: 1986
Oregon Cascades West Council of Governments
Meg Walker
1400 Queen Ave. SE
Albany, OR 97322
541-924-8480
Member Since: 2011
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.
US Bank - North Branch
Rochelle Cowles
Branch Manager
2600 NW 9th Street
Corvallis, OR 97330
541-757-2600
Fax: 541-757-8315
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website
Mid-Willamette Family YMCA
Ethan Hubler
Resource Director
3120 Pacific Blvd SW
Albany, OR 97321
1-541-918-2528
Member Since: 2022
   Information on this member:

More Business Information
Map to Facility
Business Catalog
Online Appointment System
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.
Central Willamette Community Credit Union
Edwin Bramlett
Corvallis Branch Manager
555 NE Circle Blvd
Attn: Branch Manager
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.
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
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
Key Bank
Cristopher Davis
Banker
1817 NW 9th Steet
Corvallis, OR 97330
541-757-4070
541-757-4073
Fax: 541-757-4085
Member Since: 2005
Kernutt Stokes
Shelly Sorem
Contact
2273 NW Professional Drive
Corvallis, OR 97330
541-752-4556
Fax: 541-752-1796
Member Since: 2002
   Information on this member:

More Business Information
Map to Facility
Business Catalog
Online Appointment System
External Website
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
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
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.
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
Corvallis, OR 97330
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
Map to Facility
Business Catalog
Online Appointment System
External Website
Housley Agency Inc
Kym Housley
owner/agent
1275 Ivy Street
Suite 1
Junction City, OR 97448
541-998-2301
541-286-4004
Member Since: 2023
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
US Bank - Downtown Branch
Steve Hutchison
375 NW Monroe
Corvallis, OR 97330
541-757-4000
Fax: 541-757-4009
Member Since: 1986
   Information on this member:

More Business Information
Map to Facility
External Website
OCCU
Laura Brown
Oregon Community Credit Union
P.O. Box 77002
Springfield, OR 97475-0146
000-000-0000
Member Since: 2022
OCCU is a not-for-profit financial cooperative with over $3 billion in assets. Founded in Eugene, OR, in 1956, OCCU is a credit union with an expanding network of branches and web tools to provide its 260,000 member-owners with a full suite of financial services. Membership is open to almost anyone living or working in Oregon or Washington. Learn more at MyOCCU.org.
   Information on this member:

More Business Information
Map to Facility
Business Catalog
Online Appointment System
External Website
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
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
Capital Mortgage Source
Bob Baertlein
President
301 SW 4th Street , # 160
Corvallis, ORE 97333
530-258-7962
Member Since: 2023
A local independently owned mortgage brokerage
   Information on this member:

More Business Information
Map to Facility
Business Catalog
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
Sam Niesslein - Edward Jones
Sam Niesslein
Financial Advisor
134 N 19th St
Ste A
Philomath, OR 97370
541-929-9275
Fax: 866-462-1861
Member Since: 2023
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
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.
   Information on this member:

More Business Information
Map to Facility
Online Appointment System
External Website