Willamette Financial Advisors, LLC (By Appointment Only)

Located at 5 Centerpointe Dr in Lake Oswego, Lifelong Wealth Management offers personalized financial guidance. The team is praised for patient, clear explanations of complex topics, inclusive planning with both spouses, and responsive, ongoing support. They help optimize 401(k)s, diversify portfolios, and explore life insurance options for families.

CPA Service LLC in Beaverton offers accounting, finance and consulting services at 4470 SW Hall Blvd, Beaverton, OR 97005. Reviews highlight a responsive, knowledgeable CPA with IRS experience, delivering clear explanations and practical tax guidance. Clients praise quick, phone-based communication, thorough plans for small businesses, and sensible fees. A trusted local partner for taxes and finances.

Somerset Wealth Strategies in Portland guides clients through investments and annuities with a focus on long-term relationships. Clients note generations of families trusting Tom Hamlin and his team, strong results, and attentive, professional service. Meagan Sinniger is highlighted as a dependable contact, and reviews praise expertise, clear communication, and retirement planning support.

Kim Albert CPA, PC provides trusted tax and accounting services in Portland, Oregon. Located at 5200 S Macadam Ave #450, the firm earns praise for on-time tax preparation, quick responses, and professional, friendly service. Clients value a decade of reliable accounting and attentive support from Kim Albert and her team.

Located in Portland, Bartolme and Associates, PC CPA,s provides accounting, finance, and consulting services at 1314 NW Irving St Apt 709. Clients praise David and his team for plain-language guidance, thorough tax planning, and attentive bookkeeping. From tax returns and quarterly estimates to year-end filings, the firm emphasizes clarity, responsiveness, and affordable, high-quality service that helps small businesses stay compliant and financially confident.

Neumann Curtis CPAs, located at 121 SW Morrison St #1520 in Portland, provides accounting and tax services for individuals and businesses. Clients praise Robert Curtis and the team for deep tax knowledge, timely responses, and clear, thorough guidance across personal finances, business entities, and rental properties. The practice is noted for proactive communication and practical tax strategies that aim to maximize savings while ensuring compliance.