Adina Flynn - Ameriprise Financial Services

Ameriprise Financial is a leading financial services firm with a network of over 10,000 advisors dedicated to helping clients achieve their financial goals. Each advisor provides personalized financial advice, tailored recommendations for diversified portfolios, and tools to help clients stay on track with their investments. The firm emphasizes a client-centered approach, focusing on building confidence and control over financial futures through regular meetings and ongoing support. With various advisors specializing in different areas of finance, individuals can find an advisor who aligns with their unique goals and values. Generated from the website

Baker Ellis Asset Management, established in 2002, focuses on delivering independent wealth management services to a diverse clientele that includes individuals, trusts, and corporate clients across North America and internationally. Their investment philosophy centers on value, diversification, and a long-term strategy, informed by comprehensive financial planning. The firm boasts a collaborative investment team with diverse qualifications, including MBAs, Chartered Financial Analysts, and Certified Financial Planners who collectively contribute to innovative investment strategies and effective client solutions. Committed to fostering financial peace of mind, Baker Ellis seeks to invest in robust businesses led by shareholder-friendly management. Generated from the website

Crown Point Partners, based in Portland, Oregon, is a trusted firm specializing in maximizing the exit value of businesses in the Pacific Northwest. With over 25 years of experience, their team of seasoned professionals offers comprehensive services to guide business owners through the complex process of selling their companies. Utilizing financial analysis, market data, and industry expertise, Crown Point Partners assists clients in finding the right buyers at the best prices, ensuring a smooth and successful transition. Their dedication to understanding each client's unique goals and objectives sets them apart as a valuable partner in achieving optimal outcomes in business sales.Generated from the website