Wealth Management in The Dalles, OR

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The Dalles, OR Wealth Management Firms

SEC File# 801-8095
CRD# 2881
Location 312 Court St Ste 419, The Dalles, OR 97058, USA
Phone (541) 296-1966
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-119041
CRD# 309746
Location 308 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-6669
SEC File# 801-60701
CRD# 115785
Location 175 NE 3rd, Dufur, OR 97021, USA
Phone (541) 972-8197
SEC File# 801-3297
CRD# 250
Location 3591 Klindt Dr Ste 200, The Dalles, OR 97058, USA
Phone (541) 298-8538
CB Financial Services
Location 316 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 298-6646
SEC File# 801-118844
CRD# 309234
4 out of 5
Location 209 W 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-2277
Firenze Wealth Management
5 out of 5
Location 16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USA
Phone (503) 963-6555
Fiducial Business Centers, Inc.
Location 622 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 298-4141
Oswego Wealth Management
5 out of 5
Location 18840 SW Boones Ferry Rd Suite 200, Tualatin, OR 97062, USA
Phone (503) 603-0872
Wealth Management in The Dalles, OR

Where Wealth Management Advisors in The Dalles, OR Serve

The Dalles is a city in Oregon that is located on the Columbia River. It is the county seat of Wasco County and has a population of just over 14,000 people. Some of the major landmarks in The Dalles include the Fort Dalles Museum, the Celilo Falls, and the Mount Hood National Forest. The top employers in The Dalles are Bonneville Power Administration, Oregon State University-Columbia Gorge Research Center, and Mid-Columbia Medical Center. The major highways and streets in The Dalles are Interstate 84 and U.S. Route 197. The neighborhoods in The Dalles are mostly residential areas.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The Dalles is home to a few banks, which provide a variety of services to residents and businesses in the area. These services include checking and savings accounts, loans, mortgages, and other financial products. The banks also offer a variety of other services, such as online banking, ATM access, and credit cards. They work with customers to help them save money and plan for the future.

Retirement Planning

Retirement planning in The Dalles, OR is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

The tax accountant in The Dalles, OR is responsible for preparing and filing taxes for individuals and businesses in the area. They work with clients to ensure that they are taking advantage of all available tax deductions and credits, and help them stay up-to-date on changes in the tax code. They also advise clients on other financial matters, such as retirement planning and estate planning.

Financial Advisor

A financial advisor in The Dalles, OR, helps people save money and plan for their future. They work with individuals and families to create a financial plan, which includes investing and budgeting advice. Financial advisors can also help people apply for loans and mortgages, and they may offer other services such as estate planning or tax preparation.

Insurance Broker

An insurance broker in The Dalles, OR can help you find the best rates for car insurance, home insurance, health insurance and more. They work with a variety of different carriers to find you the best deal on the coverage you need. Plus, they can help you file claims and answer any questions you have about your policy.

Mortgage Loan Officer

Mortgage loan officers in The Dalles, OR help people buy homes by working with banks and other lenders to secure loans. They typically have a background in banking or finance, and must be licensed in the state where they work. Mortgage loan officers typically work for banks, but may also work for mortgage brokers or other lending institutions. In addition to helping people secure mortgages, mortgage loan officers may also be involved in developing loan products, marketing loans, and servicing mortgages.

Estate Planning Lawyer

An estate planning lawyer in The Dalles, OR helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


Comprehensive Wealth Management FAQs