Oregon Wealth Management

Proactive Financial Management is a financial planning firm located in White Salmon, WA. We offer a wide range of financial services, including retirement planning, wealth management, tax, insurance, estate planning, and investment services. We have a team of experienced financial advisors who can help you reach your financial goals. We understand that everyone's financial situation is different, so we take the time to get to know you and your needs before we make any recommendations. We will work with you to develop a personalized financial plan that is tailored to your specific goals and objectives. We are committed to providing our clients with the highest level of service.

Consolidated Financial Management is an independent financial planning firm based in Beaverton, Oregon, specializing in serving the unique needs of high net worth corporate executives. With a focus on executive compensation plans, they help clients understand and maximize their benefits, providing ongoing support and guidance to work towards their financial goals. With a limited client base, Consolidated Financial Management offers a warm and personalized high-touch service, treating clients like family. Their experienced team of professionals is dedicated to providing comprehensive financial planning, investment management, and financial independence analysis, ensuring that clients can confidently navigate their financial journey.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the West Linn, OR area, Jeff Marshall will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.