Banks & Credit Unions in The Dalles, OR

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Bank Branches and ATMs in The Dalles, OR

First Interstate Bank
3 out of 5
Location 1100 W 6th St, The Dalles, OR 97058, USA
Phone (541) 298-2600
Directions
Bank of the West
4 out of 5
Location 120 E 4th St, The Dalles, OR 97058, USA
Phone (541) 296-9129
Directions
Northwest Farm Credit Services
5 out of 5
Location 3591 Klindt Dr Ste 110, The Dalles, OR 97058, USA
Phone (541) 298-3400
Directions
U.S. Bank Branch
3 out of 5
Location 401 Washington St, The Dalles, OR 97058, USA
Phone (541) 296-2235
Directions
Banks in The Dalles, OR

Where The Dalles, OR Banks & Credit Unions Serve

Nestled in the heart of the Columbia River Gorge, The Dalles, OR is a vibrant city with a rich history and a promising future. From the towering cliffs of the Gorge to the lush orchards of the surrounding hills, The Dalles boasts a stunning natural landscape that is sure to take your breath away. One of the most iconic landmarks in the area is the historic Columbia Gorge Hotel, which has been a beloved destination for travelers for over 100 years. Other notable landmarks include the Fort Dalles Museum, which showcases the area's military history, and the Sunshine Mill Winery, which is housed in a beautifully renovated flour mill. The top employers in The Dalles include Google, Mid-Columbia Medical Center, and the local school district. These companies provide a wide range of job opportunities for residents and contribute to the city's thriving economy.

The Dalles, OR Banking Related Services

Insurance Broker

Residents of The Dalles, OR can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex and often confusing world of insurance, ensuring that they have the coverage they need to protect themselves and their families. In The Dalles, where the economy is largely driven by agriculture and tourism, an insurance broker can help farmers and business owners find the right policies to protect their assets and ensure that they are covered in the event of a disaster or unexpected event. Additionally, an insurance broker can help residents find affordable health insurance options, which is particularly important in a state like Oregon where healthcare costs are often high. Overall, an insurance broker can provide invaluable assistance to residents of The Dalles, helping them to make informed decisions about their insurance needs and ensuring that they are adequately protected in all aspects of their lives.

Retirement Planning

Residents of The Dalles, OR would greatly benefit from the guidance of a retirement planner. With a population of just over 15,000, many residents in this small town may not be aware of all the retirement options available to them. A retirement planner can assist in creating a personalized plan that takes into account their specific needs and goals. In addition, with The Dalles being located in the Columbia River Gorge, many residents may have unique retirement goals such as traveling or enjoying outdoor activities. A retirement planner can help create a plan that accommodates these desires while also ensuring financial stability and security. Overall, a retirement planner can be a valuable resource for residents of The Dalles, OR looking to secure their financial future.

Wealth Management

Residents of The Dalles, OR could benefit greatly from the expertise of a wealth manager in several ways. For instance, a wealth manager could help them plan for their retirement, manage their investments, and create an estate plan. The Dalles is a small town with a population of around 15,000 people, and many of its residents may not have the financial knowledge or resources to manage their wealth effectively. A wealth manager could provide guidance on how to invest their money in a way that aligns with their long-term goals, as well as help them navigate complex financial situations, such as tax planning. Additionally, a wealth manager could help residents of The Dalles create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Overall, a wealth manager could be an invaluable resource for residents of The Dalles who want to make the most of their finances and plan for a secure future.

Financial Advisor

Residents of The Dalles, OR can benefit greatly from the guidance of a financial advisor. With the city's economy largely driven by agriculture and tourism, many residents may struggle with managing their finances effectively. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, with the increasing cost of living in The Dalles, a financial advisor can help residents navigate the local real estate market and make informed decisions about purchasing or renting a home. Overall, a financial advisor can provide invaluable support and expertise to help residents of The Dalles, OR improve their financial well-being.

Mortgage Loan Officer

Residents of The Dalles, OR could greatly benefit from the services of a mortgage loan officer. With a population of just over 15,000, The Dalles is a small town that is home to many families and individuals who are looking to buy a home. A mortgage loan officer can help these residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. They can provide guidance on the best loan options available, help residents understand the terms of their mortgage, and assist with the application process. With the help of a mortgage loan officer, residents of The Dalles can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of The Dalles, OR would greatly benefit from the expertise of a tax advisor. One specific way a tax advisor could help is by navigating the state's complex tax laws. Oregon has a unique tax system, including a state income tax and a property tax limitation known as Measure 5. A tax advisor could assist residents in understanding these laws and maximizing their deductions. Additionally, The Dalles is home to many small businesses and entrepreneurs. A tax advisor could provide valuable guidance on tax planning and compliance, helping these businesses thrive and grow. Overall, a tax advisor can provide peace of mind and financial security to residents of The Dalles, OR.

Estate Planning Lawyer

Residents of The Dalles, OR can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will or trust. This is especially important in The Dalles, as it is a retirement destination for many seniors and a popular tourist spot. With a will or trust in place, residents can ensure that their assets are distributed according to their wishes and their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help with other important legal documents such as power of attorney and healthcare directives, which can provide peace of mind and protection in case of unexpected illness or incapacity.

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