520 NW Oak Ave, Suite A
Corvallis, OR 97330
(541) 758-8090 phone
(888) 758-8090 toll-free
(541) 758-8099 fax
Email Us
|
|
We offer the following services:
-
Portfolio Analysis and Reviews
-
Investment Management
-
401(k) and PERS review and analysis
-
Risk Tolerance and Asset Allocation Reviews
-
Retirement Planning
-
College Education Funding
We generally work on a fee basis, which offers the following advantages:
-
No commissions
-
No conflict of interest regarding advisor compensation
-
No sales pressure
This makes us an objective partner in your financial success, guided by your goals and not influenced by commissions.
|
