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Financial Planning Consultants in Vancouver

First Command Financial Advisor - Scott Angerman

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400 E Mill Plain Blvd, Suite 105, Vancouver, WA

360-695-9328

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First Command Financial Advisor - Scott Angerman

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400 E Mill Plain Blvd, Suite 105, Vancouver, WA

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Scott Angerman

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Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint

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I enjoy helping families plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member. The first step in any sound strategy is getting information on all of your options... Read More about Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint

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Rachel Rathfon - Thrivent

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237 NE Chkalov Dr, Suite 127, Vancouver, WA

503-994-1455

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Rachel Rathfon - Thrivent

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237 NE Chkalov Dr, Suite 127, Vancouver, WA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rachel Rathfon is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Rachel Rathfon - Thrivent

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Dane Schultz-Andersen - Thrivent

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316 SE 123rd Ave, Suite A2, Vancouver, WA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Dane Schultz-Andersen is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Dane Schultz-Andersen - Thrivent

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Gerald Taylor - Thrivent

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237 Chkalov DR, STE 127, Vancouver, WA

360-313-6438

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Gerald Taylor - Thrivent

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237 Chkalov DR, STE 127, Vancouver, WA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gerald Taylor is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Gerald Taylor - Thrivent

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Aaron Christian - Thrivent

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237 NE Chkalov Dr, Suite 127, Vancouver, WA

360-313-6438

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Aaron Christian - Thrivent

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237 NE Chkalov Dr, Suite 127, Vancouver, WA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Aaron Christian is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Aaron Christian - Thrivent

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Edelman Financial Engines

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203 SE Park Plaza Drive, Park Tower II, Suite 115, Vancouver, WA

360-746-2200

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Edelman Financial Engines

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203 SE Park Plaza Drive, Park Tower II, Suite 115, Vancouver, WA

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The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Vancouver is here for you, serving the areas of Vancouver, Camas and the North Portland area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your... Read More about Edelman Financial Engines

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OnPoint Community Credit Union

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7411 NE 117th Ave., Vancouver, WA

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At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

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Lindsay Cimina - Financial Advisor, Ameriprise Financial Services, LLC

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201 NE Park Plaza Dr, Suite 166, Vancouver, WA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Lindsay Cimina will take the time to understand you and your goals, as well as those changing... Read More about Lindsay Cimina - Financial Advisor, Ameriprise Financial Services, LLC

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Kyle Chandler - Financial Advisor, Ameriprise Financial Services, LLC

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15609 SE Mill Plain Blvd, Ste 100, Vancouver, WA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Kyle Chandler will take the time to understand you and your goals, as well as those changing... Read More about Kyle Chandler - Financial Advisor, Ameriprise Financial Services, LLC

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Justin Samples - Private Wealth Advisor, Ameriprise Financial Services, LLC

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15609 SE Mill Plain Blvd, Ste 100, Vancouver, WA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Justin Samples will take the time to understand you and your goals, as well as those changing... Read More about Justin Samples - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Ark Wealth Management - Ameriprise Financial Services, LLC

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2917 Washington St, Unit B, Vancouver, WA

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At Ark Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Vancouver, WA area to... Read More about Ark Wealth Management - Ameriprise Financial Services, LLC

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Justin David Brandt - Financial Advisor, Ameriprise Financial Services, LLC

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2917 Washington St, Unit B, Vancouver, WA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Justin David Brandt will take the time to understand you and your goals, as well as those... Read More about Justin David Brandt - Financial Advisor, Ameriprise Financial Services, LLC

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Dave Studer - Private Wealth Advisor, Ameriprise Financial Services, LLC

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2917 Washington St, Unit B, Vancouver, WA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Dave Studer will take the time to understand you and your goals, as well as those changing... Read More about Dave Studer - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Eleanor Lucero - Financial Advisor, Ameriprise Financial Services, LLC

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1499 SE Tech Center Pl, Ste 220, Vancouver, WA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Eleanor Lucero will take the time to understand you and your goals, as well as those changing... Read More about Eleanor Lucero - Financial Advisor, Ameriprise Financial Services, LLC

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Andrew Lee - Financial Advisor, Ameriprise Financial Services, LLC

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1499 SE Tech Center Pl, Ste 220, Vancouver, WA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Vancouver, WA area, Andrew Lee will take the time to understand you and your goals, as well as those changing... Read More about Andrew Lee - Financial Advisor, Ameriprise Financial Services, LLC

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Trajan Wealth

Trajan Wealth

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701 NE 136th Ave, Suite 200, Vancouver, WA

360-335-3300

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Trajan Wealth

Trajan Wealth

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701 NE 136th Ave, Suite 200, Vancouver, WA

Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate... Read More about Trajan Wealth

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Accu-Tax Services LLC Verified by Yext

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12214 SE Mill Plain Blvd #100, Vancouver, WA

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Welcome to Accu-Tax Services LLC, serving Southwest Washington as a complete accounting and tax service company. Our firm has the experience necessary to complete all of your tax and accounting needs. Our services include, but are not limited to: Accounting for small to medium businesses Start-up businesses Tax preparation Payroll Quickbooks Call today for more information!

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First Command Financial Advisor - Adam Bartek, RICP®

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400 E Mill Plain Blvd, Suite 105, Vancouver, WA

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Adam Bartek joined First Command Financial Services as a Financial Advisor in November 2020, following a 20-year career in the United States Air Force, where he attained the rank of Senior Master Sergeant. Adam understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared... Read More about First Command Financial Advisor - Adam Bartek, RICP®

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First Command Financial Advisor - Ruben Artiga

First Command Financial Advisor - Ruben Artiga

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400 E Mill Plain Blvd, Suite 105, Vancouver, WA

360-695-9328

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First Command Financial Advisor - Ruben Artiga

First Command Financial Advisor - Ruben Artiga

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400 E Mill Plain Blvd, Suite 105, Vancouver, WA

Ruben Artiga joined First Command Financial Services as a Financial Advisor in July 2023 and is currently serving in the U.S. Army Reserves, having previously served on Active Duty in the U.S. Army. Ruben understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared... Read More about First Command Financial Advisor - Ruben Artiga

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OnPoint Community Credit Union

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7700 NE Highway 99, Vancouver, WA

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At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

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OnPoint Community Credit Union

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611 W. Columbia Way, Vancouver, WA

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At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

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OnPoint Community Credit Union

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2615 NE 112th Ave., Vancouver, WA

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At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

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OnPoint Community Credit Union

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16020 SE Mill Plain Blvd., Suite 109, Vancouver, WA

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At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

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OnPoint Community Credit Union

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6711 NE 63rd St., Vancouver, WA

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At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

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Edelman Financial Engines
203 SE Park Plaza Drive, Park Tower II, Suite 115, Vancouver, WA 360-746-2200
Trajan Wealth
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Trajan Wealth
701 NE 136th Ave, Suite 200, Vancouver, WA 360-335-3300