(Banks, Financial Advisers, Insurance)
Work one-on-one with a dedicated advisor
Your Merrill Lynch Wealth Management Advisor provides you with personalized attention and objective investment advice to help grow and preserve your wealth.
Categories: Finance & Insurance
1211 SW 5th Ave. Suite 2400
Portland, Oregon 97204
(971) 258-7633 (Cell)
503-221-4705 (Main)
[email protected] (Sales)
Cheri R. Dowhan CPA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
Visit website for complete list of services, online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business in or around Estacada, Cheri R. Dowhan CPA, LLC has years of valuable experience assisting professionals with their accounting needs. https://www.dowhancpa.com
Categories: Business & Professional Services, Finance & Insurance
Hours: Monday-Friday 9:00 am-5:00 pm
Mission Statement:
“Welcome to locally owned Citizens Bank, the area’s premier community bank. We proudly provide comprehensive banking services to businesses and individuals in 13 Willamette Valley communities. With our primary focus on small to medium size businesses, agriculture and professionals we provide customizable loan services as well as a full suite of business banking products to help you and your business grow.”
“At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing honesty, integrity, and fairness in our relationships with customers, co-workers, and neighbors.”
Categories: Finance & Insurance
Investments, insurance, 401K retirement. Saving for the important events in life is not a sprint, but a marathon. When working with clients or perspective clients, I always want to find out what the important events in their future and lives are. Planning for future events doesn’t need to be a complicated process, but you do need a process to get it done. Whether it’s retirement planning, educational needs, legacy strategies or preparing for the unexpected, we are here to navigate you through life’s events. As well as working closely with you, I will also work closely with your CPA, attorney and other professionals to help you achieve your goals.
Categories: Finance & Insurance
Provides free insurance quotes for your auto, home, motorcycle, watercraft, RV and more.
Call 503-630-3283 today.
Categories: Finance & Insurance
As a lifelong resident of Estacada, Oregon, I’m proud to serve as your local Farmers® agent. At my agency, we focus on providing outstanding customer service and ensuring each client is educated on the options to suit their specific needs. Located in Uptown Estacada near the Library, my agency will ensure this process is straightforward and personalized to help you select the most comprehensive, cost-effective solution. With over 10 years in the insurance industry, I have the knowledge and experience to help you better understand your coverage options — whether that’s auto, home, life, commercial and more.
Give me, Jessy Schimpf, a call at (503) 630-7907 and I’ll be happy to answer any questions you might have.
Categories: Finance & Insurance
Member Since: 2021
KEY BANK 271 SW Broadway. Estacada 503-558-7002 Welcome to KeyBank Estacada! We’ll help you find a financial solution that fits your needs. At KeyBank Estacada, you’ll find ATMs, KeyBank Relationship Rewards, Investment Services for your convenience. Your local KeyBank is here for you, no matter what stage of life you’re in. Visit your local branch today or contact us at (503) 558-7002. Let’s work together to find the best financial solution to fit your situation.
Categories: Finance & Insurance
State Farm has had a direct presence in Estacada since 1933. In over 80 years, I am just the 4th State Farm agent in town. I have a licensed team ready to work with you and take care of your insurance needs.
Categories: Finance & Insurance