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
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.
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.
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.
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.
Citizens Bank Callie Elliott
Vice President & Branch Manager 978 NW Circle Blvd
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.
Financial Freedom Wealth Management Group, LLC Jason Harris
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.
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.
