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Jeremy is the best in the business. I've never had a comprehensive plan like this one that gives me the confidence to follow the investment strategy and know it will get me where I need to go. We came up with some short and long term goals and are almost at our short term goal a year-and-a-half head of schedule. I couldn't be happier in knowing I now have a real plan of how to afford retirement and any other financial hurdle that might come along the way.
Kent asked me several questions explained my options clearly. I would recommend that anyone overwhelmed by all the health insurance plans contact him.
Manny has provided support and leadership on my financial journey. He has been exceptional at aligning with my interests, holding himself personally accountable for my concerns, delivering meaningful solutions, and leaving a lasting impact on my family. I highly recommend Manny and the PLEX team.
Ms. Beck did an excellent job preparing my taxes and even found deductions I had missed the year before. She filed an ammendment to my previous years returns and I got a check in the mail from the IRS. I would highly recommend her services.
Sammy is our finance partner. We are a boutique branding agency. Sammy has helped automate systems for efficiency and assists with making the day-to-day easier and more simplified. To support and assist with planning for a longer strategic vision he pulls together digestible matrix's and forecast to ensure we always know what our cash flow situation is in order to make decisions accordingly. The team finds working with Sammy to be an ideal experience. He is very responsive to their needs and they feel his support.
Kevin does my annual tax preparations which have included self employment income, rental income, professional expenses, refinancing, savings plans. He has handled it all with a personal touch. Very professional, but he takes time to understand you and your issues. I would recommend him 7 days a week.
Sarah helped me out when I thought I was beyond help. I'm a business owner and trying to do my books along with running a business was more than I could handle. Sarah took control and made my life much easier. She knew how to create a accounting plan that I could understand and made it simple to understand. She had my books in order in no time, and balanced perfectly in a short period of time. She made it easy for me to understand what was happening in my accounts, and for me to help myself to do some of the accounting process myself. Although I still need her to do the things that a professional like her can only do, it has made my life much easier and much less stressful. She is always on top of things and I never have to worry about anything going wrong. It has been a great pleasure working with someone who really takes a lot of pride in what they do. I highly recommend Sarah to anyone who is in need of a accountant who can get the job done in a timely manner and get the job done right.
Daniela provided tax preparation, advice, and planning recommendations. She completed all of our tax preparations ahead of time for both Oregon and Federal Government Returns.
Very friendly, quick, accurate and professional service.
We are just beginning to work on our budget.
Alan Benson is a certified financial planner (TM) and practitioner with Lincoln Financial Advisors. He provides comprehensive financial planning, investment management, estate planning, business succession and insurance services to his individual and business clients. Alan takes a holistic financial planning approach to identifying and solving his clients' needs. Alan works with successful individuals, families, retirees and business owners. Choosing a financial planner may be one of the most important decisions people make for themselves and their loved ones. As a CFP(R) certified, Alan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP (R) certification process that includes demanding education, examination, experience and ethical requirements.
We offer the following: financial planning, registered investment advice, retirement planning, estate planning, 401k plan setup, and financial advice.
Davidson Benefits Planning works with northwest firms to help get the most from their benefit's dollar. Whether it's self-funding, employee communication, wellness programs, compliance solutions, online enrollment, or onsite clinics, Davidson Benefits Planning has the experience and resources to exceed your expectations.
Insurance and annuities, Financial Planning,Retirement Planning Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
Serving Vancouver, WA, and outlying area, Angela Dockum of Waddell & Reed is offering the following services not limited to: * Long-Term Care * Financial Education * Financial Advisor * Life Insurance * Retirement Planning