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.
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.
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
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.
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!
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.
Oregon Cascades West Council of Governments Meg Walker
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.
Oregon State Credit Union - Philomath Ranelle Crosby
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.
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