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Asset Management in Portland

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage ... Read more
... campaigns, custom packaging design, food and beverage print labels, omnichannel marketing solutions, data-driven marketing strategies, inventory management, and sustainable packaging options. Combining these services under one roof gives businesses a seamless and efficient partner ... Read more
It's crucial for every business and person to have a strong financial advocate. Thomas Tax & Associates Services is a firm providing comprehensive accounting and tax services for individuals and all types of small ... Read more

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Cushman & Wakefield maximizes value by delivering customized property management services for all asset types, including upscale, high-rise, new development, mixed-use, affordable and value-add properties. Our professionals are unmatched in preparing our ... Read more

I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial ... Read more
When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is most important to you and your family ... Read more
... I currently hold the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series ... Read more
... able to to leverage best in class investment strategy, research and technology. I currently hold the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63 ... Read more
... savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS and Social Security. My commitment ... Read more
Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when ... Read more
... ChFC®) designation, the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series ... Read more
Cushman & Wakefield maximizes value by delivering customized property management services for all asset types, including upscale, high-rise, new development, mixed-use, affordable and value-add properties. Our professionals are unmatched in preparing our ... Read more