Bradley Ibach - Prudential Financial

Security First Advisors is a locally owned, independent Registered Investment Advisory (RIA) firm based in Portland, OR. They specialize in providing comprehensive financial planning and money transition services, offering investment strategies that are in the best interest of their clients. As fiduciaries, they prioritize their clients' interests and act as their financial advocate and confidant. With a mission to improve the quality of their clients' lives, Security First Advisors takes a personalized and empowering approach to financial planning. They listen and learn about their clients' goals, priorities, and vision, and serve as a thinking partner and advocate during life changes. Committed to providing a responsive and accessible experience, they aim to make wise decisions about their clients' future together.Generated from the website

Holmes Company is a reputable mid-sized Certified Public Accounting and consulting firm based in Portland, OR, specializing in tax accounting and business advisory services for privately held businesses and high-income or high-net-worth individuals. With a team of accomplished professionals boasting extensive experience from international accounting firms and senior financial management positions, they are dedicated to delivering exceptional quality and expertise. Founded by William N. Holmes, who brings nearly 30 years of diverse experience, the firm excels in complex tax and accounting needs while providing tailored solutions across various industries. Their commitment to education, technology, and high-level resources ensures clients receive accurate, timely support in audits, tax strategies, governance advice, and litigation support. Generated from the website