JPS Wealth Management

Victory Financial Planning is an independent Registered Investment Advisor based in Molalla, OR, offering personalized financial guidance and services. With over 24 years of experience, their team of seasoned professionals is committed to putting their clients first, providing objective advice and creating customized portfolios aligned with individual goals and risk tolerance. They specialize in comprehensive financial planning, retirement and income planning, asset preservation strategies, tax reduction strategies, and estate planning advice. Victory Financial takes pride in their dedication to listening to their clients, building trust, and offering insightful guidance to help individuals take control of their finances and achieve their financial goals.Generated from the website

Benefit Design Group LLC is an independent insurance agency based in Portland, OR, specializing in providing comprehensive Health Insurance Solutions for Businesses, Individuals, and Seniors. With a strong focus on low costs and personalized advice, they work with major insurance companies to offer appropriate coverage to clients across Oregon and Washington. With a team of licensed insurance professionals, Benefit Design Group LLC designs plans with proper benefit structures and combines them with personalized insurance advice, helping clients make better-informed decisions. They also offer services in Life Insurance and Retirement Solutions, ensuring their clients have access to a wide range of insurance options.Generated from the website

Bell Financial in Portland, OR offers a seamless transition for TD Ameritrade clients who have been acquired by Charles Schwab, providing access to the robust trading platforms and wealth management solutions of Schwab along with transparent pricing and exceptional service. Clients at Bell Financial can expect world-class trading and investing experiences, a wide range of investment choices, and access to expert support from over 400 physical branches. With the integration of TD Ameritrade's educational expertise, clients can enjoy top-notch market commentary and personalized financial insights. Generated from the website