Designations found among the MSC team include: As a top fee-only financial planner in Vancouver, the team at MSC provides clients with access to strategic partners who specialize in alternative financial challenges such as real estate investment and money management consultation. In addition to investing in mutual funds and ETFs, the firm says it also utilizes investments that have lower overall costs and higher tax efficiency. Company Information: Company Name: This is not an offer to buy or sell any security or interest. Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation, Fee-Only financial planner located in Seattle, WA, virtually serving clients locally and across the country, Specialties: The firm specializes in investment management and financial planning services, but advisors also provide retirement planning services for a fixed fee. This top investment management firm is committed to creating custom-tailored solutions that help clients achieve long-term financial success. Where's My Refund? The firms clients are non-high-net-worth individuals and high-net-worth individuals, trusts, pensions, profit-sharing plans and non-profits. Among its teams qualifications are the certified financial planner (CFP), chartered financial analyst (CFA) and certified financial transitionist (CeFT) designations. Firms with a lower ratio of clients per financial advisor are ranked higher. Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning. Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), & Cash Balance Plans. Fee-Only wealth management firm that works with emerging affluent individuals, couples, and families. 9 Things To Know About Being A Sole Proprietor. The firm assists clients on the sale of art so they can be assured of maximizing sale proceeds in the complex and opaque art market. The teams dedication to providing excellent customer service and maintaining a client-first philosophy is appreciated by many of the firms clients. 2006 NE 157TH AVE VANCOUVER, WA 98684 Get Directions. Advisors at Columbia River use a wide variety of different securities to populate client portfolios. Specialties: These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. The advisory team at MSC consists of 8 financial advisors and 2 associate advisors. Starting A Small Business? The firms analysis takes both micro and macro analysis into consideration when crafting the right portfolio strategy for each individual client. The firms fee structure is fee-basedin that firm advisors can earn commissions from the sale of insurance products. With comprehensive, holistic financial planning services, Fellow of Canadian Securities Institute (FCSI), Certified Professional Consultant on Aging (CPCA), Chartered Financial Divorce Specialist (CFDS), Setting common goals and establishing community priorities, Managing change through communication and consultation, Developing investment policies and guidelines, Assistance in creating cost-effective portfolios, Performance monitoring, measurement, and reporting, Career Transition Financial Analysis & Planning, https://pixabay.com/photos/vancouver-skyline-british-columbia-4585887/, https://lycosasset.com/services/wealth-management/, Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Specialties: For high-net-worth individuals looking for a personalized and tax-smart approach to financial management, Pacific Spirit Investment Management is an excellent option. C Corporation Or S Corporation? This process involves getting to know clients and their financial situations, learning things like a client's tolerance for risk, liquidity needs, overall investment goals and any other relevant investment information. PO Box 90784 Portland, OR 97290 Click to view AdvisoryHQ's advertiser disclosures. Business Entity Selection, Professional Services, Trusts, Estate Planning, Strategic Financial Executive Director at Laurelhurst House Assisted Living, Owner Principal at Assisted Living Executive Director at Laurelhurst House Assisted Living. Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Define fiduciary. CITY FIDUCIARY GROUP - 12 Photos - 915 Broadway St, Vancouver, Washington - Financial Advising - Phone Number - Yelp City Fiduciary Group Claimed Financial Advising, Tax Services, Payroll Services Edit Closed 8:00 AM - 5:00 PM See hours Write a review Add photo Photos & videos See all 12 photos Add photo Services Offered Verified by Business Login; Fiducient Lockbox; FIA Login (800) 260-5445; Client Login. We have been the go-to surety provider since 1988 for probate, guardianship, conservatorship, and bonds in support of litigation. From investing alongside you to maintaining proactive communication and performance, the team gives clients the peace of mind that theyre operating with integrity. Vancouver, WA 98660 3. About: Our Experience, Advantage, Philosophy, Team - cypresscap Third party links and resources are provided for your convenience, and have not been independently verified by Advisorology, LLC. Were an advisor and back-office service provider to your business. Fiduciary - definition of fiduciary by The Free Dictionary Comprehensive Financial Planning, Rental Real Estate Modeling, Cash Flow Planning, Tax Planning, Investment Management, Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country, Specialties: We travel throughout Washington, Oregon and to Alaska to service clients who are looking for . Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning. She currently serves as CEO and president of the firm. Professional Fiduciary Management Services Location 222 NE Park Plaza Dr, Vancouver, Washington, 98684, United States Description Industry Finance General Finance Discover more about Professional Fiduciary Management Services John Nord Work Experience and Education According to ZoomInfo records, John Nord's professional experience began in 1994. Investment management is typically a comprehensive service. Low cost asset management for taxable accounts, IRA, and Roth IRA. Be sure to see other towns around Vancouver, WA to locate the records of more people. RBC Royal Trust - RBC Wealth Management Comprehensive Financial Planning, Tax Planning, Student Loans & Repayment Plans, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning, Specialties: Currently celebrating 25 years of success, this boutique wealth management firm in Vancouver is able to offer independent financial solutions and services that are client-specific at an affordable price. RFGs website clearly discloses that as the providers of various wealth management, insurance, and investment services, the firms advisors are compensated for their services in a variety of ways. We are a state chartered trust company, providing investment management, wealth planning, and trust services to individuals, families, and nonprofits across Washington and Oregon. From our Gig Harbor, Washington office we serve the surrounding communities of Tacoma, Port Orchard, Puyallup, Graham, and Olympia. To that end, Nicola provides clients with: The firm works with an extensive network of advisors and consultants to ensure that your financial strategy is both holistic and maximized to its fullest potential. Fiduciary: Firms that have been in business longer are ranked higher. Vancouver Fiduciary Claims Lawyer | McLellan Herbert,Barristers 222 NE PARK PLAZA DRIVE VANCOUVER, WA 98684 (PARK TOWER III, SUITE 115). The firm is owned by Chad Peterson, founder, managing member and senior financial advisor.