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Law Offices of Nay & Friedenberg

(46)

Guardianships & Conservatorships, Medicaid, Trust Administration

“We met with Sam, who with incredible pace and patience, walked us through all of the details and definitions of how a living trust works and all the things we would want to consider as we cement our final wishes.”

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Silkin Management Group

(47)

Policy
Learned
Production

“I have used Silkin Management for many years to expand my veterinary practice and to get it to “run” on its own while I enjoyed practicing and having plenty of family time.”

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CPA Service

(47)

Reviews
Knowledge
Tax Preparation

“After weeks of trying to find someone to assist with complicated taxes, his willingness to help, explain what needed to be done, and setting realistic expectations was far more than I had anticipated.”

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NW Premier - Creative Financial Solutions

(49)

Financial Consulting, Bookkeeping, Business Planning

“They have laid out expectations for us, assigned us with a lovely bookkeeper, and provided various insights on how we can leverage opportunities to grow and strengthen our bottom line.”

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Opsahl Dawson & Company Advisors

(45)

Real Estate
Team
Respect

“He tailored his services to address our unique challenges, providing clear and actionable advice that has been pivotal in our decision-making processes.”

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Bridgetown Wealth Management

(40)

Healthcare Professional
Team
Financial Advisor

“My satisfaction with the service I've received from Cole and the Bridgetown Wealth Management staff is reflected in the fact that I have referred numerous friends and family members.”

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Somerset Wealth Strategies

(50)

Questions
Annuity
Needs

“I have been a client of SWS since 2009 and have made multiple annuity purchases of various product types (variable annuities, fixed guarantee rate, fixed index) over the years.”

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Lifelong Wealth Management

(30)

Family Financial Planners, Financial Planning For Physicians, Personal Financial Advisor

“With a little patience and guidance, Jason was able to help her with the proper financial strategy and help her with setting the right habits that made her retirement comfortable.”

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True Path Capital Strategies

(50)

Understand
Financial Advisor
Confidence

“In addition, we have ongoing, periodic meetings to discuss portfolio performance, and, potential changes that might be made to best position for what might emerge in the future.”

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Appel CPA

(5)

Tax

“Also, the Appel team does a great job of quickly analyzing your specific situation and making recommendations for both short term tax strategies and long term estate planning.”

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CLT Accounting & Taxes

Quickanswers, Estate Planning, Payroll

“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”

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Tax Services

(4)

Buy Quickbooks and Save, Small Business Accounting, New Business Formation

“We have been a customer for roughly 10 years and these folks are always professional.”

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Aaron Traxton, CPA

(5)

Number

“We have had him for a number of years and he has not only been exceptional to work with but also has saved us a great deal of money from his attention to detail and his vast knowledge in his field.”

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Geffen Mesher & Co

(4)

Estate Planning, Advisory Services, Forensic & Integrity Services

“I am proud to be one of their business clients, and have been consistently impressed with the service they provide.”

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Pure Portfolios

(28)

Blog
Retired
Management

“I have been with Pure Portfolios for almost two years and have enjoyed how simple and easy it is to work with them; even my parents switched over to them as well.”

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Advanced Wealth Management

(2)

“They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opport...”

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Isler Northwest

(10)

Business Advisory, Other Value-Added Services, Estate Planning

“My company is not some faceless invoice to Isler; their thoughtful care of our accounting needs has made me understand an excellent accountant is a valuable trusted partner.”

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Ponderosa Investment Group Ll:c

(1)

“A great independent-run Investment management business who cares about your needs and have your best interests in mind.”

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Indigo Wealth Management

(21)

Investments, Financial Planning

“From the excellent customer service to Mikes extensive knowledge in financial advising, I would not only recommend investing with Indigo I personally will never go anywhere else!”

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Aldrich Cpas + Advisors

(3)

Outsourced Accounting Services, Private Wealth Tax, Transaction Advisory Services

“We feel so fortunate to be working with Mike, and we plan to continue this relationship for the lifetime of our company (and for our personal taxes/finances as well)!”

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Interactive Wealth Advisors

(7)

Team

“He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year.”

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PDX Money Coaching

(18)

Habits
Expenses
Future

“Emily helped us not only organize with an amazing app called YNAB, but also helped us to map out our future financial plans so that we could start really saving our money for the things we wanted.”

Featured

What would it look like to pay yourself first? What if your entire business plan ASSUMED you had 6-8 weeks off per year and a fully funded 401K? What if it was based on having peace of mind about your own needed vacations, sick time, and sick time for your kids? What if that was all assumed and built in BEFORE you decided on your offerings and pricing? What would they need to be? I'm a dork about reverse-engineering business plans and budgets like this. For some helpful tips and resources, visit pdxmoneycoaching.com or apply to see if we're a good fit to work together.

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Finity Group

(13)

Wealth Management, Contract Review, Stock Options

“He's been wonderful to work with - he listens, looks at whole picture, is transparent, works with me, helps with education, is willing to jump on meetings and very is responsive.”

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Elevate Wealth Advisors

(22)

Education
Knowledge
Resources

“For over 25 years I have watched Ben work hard to refine his craft, seek out professional education, advanced certifications, and diligently take care of the people he serves.”

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Average Cost	$3134
Minimum cost	$1045
Maximum cost	$8879
Avg Per Hour Rates	$314

Best Financial Advisors in Aloha, OR

The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Aloha area.

Law Offices of Nay & Friedenberg

Silkin Management Group

CPA Service

NW Premier - Creative Financial Solutions

Opsahl Dawson & Company Advisors

Bridgetown Wealth Management

Somerset Wealth Strategies

Lifelong Wealth Management

True Path Capital Strategies

Appel CPA

CLT Accounting & Taxes

Tax Services

Aaron Traxton, CPA

Geffen Mesher & Co

Pure Portfolios

Advanced Wealth Management

Isler Northwest

Ponderosa Investment Group Ll:c

Indigo Wealth Management

Aldrich Cpas + Advisors

Interactive Wealth Advisors

PDX Money Coaching

Finity Group

Elevate Wealth Advisors

Retirement Planning and Investment Management Services in Aloha, OR Cost Estimates

Why these companies made our list

Wealth Management Advisors near Aloha

Popular in Aloha