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10 matches were found for Financial Advisors & Services
Our members are presented equally regardless of their alphabetical positioning.
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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.
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
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.
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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.
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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
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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!
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
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Citizens Bank - Philomath Office
Josh Kvidt
Manager
PO Box 1629
Philomath, OR 97370
541-929-3228
Fax: 541-929-4258
Member Since: 1986
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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
Kernutt Stokes
Shelly Sorem
Contact
2273 NW Professional Drive
Corvallis, OR 97330
541-752-4556
Fax: 541-752-1796
Member Since: 2002
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