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Rowell CPA Group

(17)

Services For Individuals, Quickbooks Services, Tax Services

“I am excited to continue working with the team at Rowell for many years to come, thank you so much to Dawayne, Jacob, Emily, Whittney, Heather and Madison!”

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Baxter Bookkeeping

“At Baxter Bookkeeping, we've been serving the accounting needs of Gresham, OR and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”

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Tax Minimizers of Oregon

(21)

Tell A Friend

“As a business owner with multiple income sources it is very helpful to have Pam and her team take good care of me and has made getting my taxes done much less stressful than it used to be.”

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Mt Hood TAX & Accounting Professionals

(18)

Questions
Tech

“I've found that all my interactions with any of the staff have always been very courteous & patient & they are able to answer my questions or take care of any problems I may have, including with the tech.”

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Davis & Graves CPA

“Our small business has been with Jerry Davis (& Graves) for some 20+ years now.”

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Green Line NW

Custom Menu, Long Term Care, Life Insurance

“One of the biggest fears retirees have is this: Will my money run out? Will we have enough to last? The first step to ensuring you have enough is to make a solid plan. Thankfully, retirees now have options to protect their money yet still have a reas...”

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Sanstrum & Associates

Services, Investment Products

“Sanstrum & Associates, Inc. has been providing wealth management and investment planning to families and small businesses since 1987. Our desire is to bring our clients to a point of financial peace and success in achieving their goals. We do this by...”

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Law Offices of Nay & Friedenberg

(46)

Elder Law, Living Trusts, Probate

“The information the speaker shared was so important, that I kept the handouts and the business card for when my father, brother and I needed to call on them a few years later.”

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Silkin Management Group

(47)

Practice
Tools
Implement

“I've done at least 4 workshops with Silkin and I always take something very useful away that helps me manage better and builds onto me leadership skills.”

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The Bookkeeping Company - Cfos and Consultants

(49)

Bookkeeping, Quickbooks Consulting, CFO Services

“Maya was very professional and explained everything to us as she was going through the paperwork, I'm very please that she was referred to us, I would definitely recommend her to others that are looking for tax expert.”

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NW Premier - Creative Financial Solutions

(49)

Business Planning, Bookkeeping, Financial Consulting

“Being a more detailed-oriented org, we are truly impressed with the professionalism, response rate, and attention to detail they bring to our partnership.”

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Opsahl Dawson & Company Advisors

(45)

Questions
Attention
Landlords

“My liability was lower than ever without doing anything unethical or misleading, and my bookkeeping and tax return processes were streamlined to the point that what used to take days or weeks, is just a few hours out of the year for me now.”

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Somerset Wealth Strategies

(50)

Team
Understand
Company

“Thanks to Tom's advice and management the uncertainty of my future has significantly dissipated and I now have peace of mind that I didn't believe was possible.”

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Bridgetown Wealth Management

(40)

Retirement
Confidence
Trust

“They explain their advice clearly, and will go over things more than once to make sure a client understands the ramifications of an action before getting a signature.”

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Credit Team USA

(34)

Credit Score
Emails
Knowledge

“These guys have taken off 16 out of 26 items from my credit in 2 months I cannot wait to see the progress at 6 months i feel like my life is getting better every month with these guys on my side thank you guys so much you might be the biggest reason ...”

Featured

Take control of your finances with our Credit Counseling Service. Our certified counselors offer personalized guidance to manage debt, improve credit scores, and create effective budgets. We provide tailored solutions to help you achieve financial stability. With a focus on education and support, we assist you in navigating financial challenges and working towards a brighter future. Trust our professional team to guide you to financial well-being.

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Lifelong Wealth Management

(30)

Financial Advisor For Business Owners, Retirement Financial Advisor, Financial Planning For Physicians

“I also love that Jason gives back his knowledge to the community - offering an internship program to college students interested in a financial career.”

FAQs

How can I get my company involved with your services?

Speak with your employer or HR group. Ask them if they would be interested in a free presentation to discuss opportunities that might help further employee satisfaction. More importantly, to find how they can maximize returns and minimize expenses on their current 401(k) plan.

How do I get started?

With any big decision, there needs to be a discovery phase. I.e. meeting to talk about your needs, risks, and tolerance. Most importantly, we want to discuss what you are looking to achieve. We offer a complimentary financial review here at Lifelong Wealth Management.

What is a financial planner or advisor?

A financial planner and advisor is an individual that helps navigate you through the choppy waters of finances. Not all advisors are the same. You need to find one that you can trust. More importantly, you need to find one that is aligned with your goals, needs, and vision. It is their job to get you to that place.

You can find more info on the FAQ page of our website.

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True Path Capital Strategies

(50)

Retirement
Income
Portfolio

“Over the course of the next three months, I got to know Josh very well, as my wife and I explored different options for reinvesting all of our retirement savings.”

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CLT Accounting & Taxes

Internal Controls, Part-Time CFO Services, Personal Financial Planning

“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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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)

Goodwill Impairment, Accounting & Assurance, Client Accounting Services

“Doug's knowledge of the tax system is amazing and he does a really good job dumbing it down for a guy who got a C in tax law.”

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Pure Portfolios

(28)

Investment
Understand
Knowledge

“If you truly want to access a team of super professionals, A+++, friendly, forthright, uber smart,(Nik writes a financial blog)_down to earth, helpful, hopeful, and genuinely caring individuals with super good fees_ do yourself a Favor and call Nik o...”

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Isler Northwest

(10)

Financial Reporting Services, Tax, Other Value-Added Services

“Chris has been a great asset, providing ideas and always keeping me up to date with all the changes in the accounting world and how those changes affect my business and personal taxes.”

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Aldrich Cpas + Advisors

(3)

Audit + Assurance, Tax Planning Services, Private Wealth Tax

“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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Indigo Wealth Management

(21)

Financial Planning, Investments

“I would trust him with my future and that of my family, and I don't trust many people due to the types of people who write the comments you see trying to destroy a person's reputation.”

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Average Cost	$3519
Minimum cost	$1173
Maximum cost	$9970
Avg Per Hour Rates	$352

Best Financial Advisors in Gresham, OR

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Gresham area.

Rowell CPA Group

Baxter Bookkeeping

Tax Minimizers of Oregon

Mt Hood TAX & Accounting Professionals

Davis & Graves CPA

Green Line NW

Sanstrum & Associates

Law Offices of Nay & Friedenberg

Silkin Management Group

The Bookkeeping Company - Cfos and Consultants

NW Premier - Creative Financial Solutions

Opsahl Dawson & Company Advisors

Somerset Wealth Strategies

Bridgetown Wealth Management

Credit Team USA

Lifelong Wealth Management

True Path Capital Strategies

CLT Accounting & Taxes

Aaron Traxton, CPA

Geffen Mesher & Co

Pure Portfolios

Isler Northwest

Aldrich Cpas + Advisors

Indigo Wealth Management

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

Why these companies made our list

Wealth Management Advisors near Gresham

Popular in Gresham