Kristen Winter

At Firenze Wealth Management, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

ROI Tax LLC, based in Lake Oswego, Oregon, specializes in providing quality tax services for individuals and small businesses, focusing on tax advice, planning, and returns at reasonable prices. The company's mission is to ensure that every client feels informed and in control of their tax situation while delivering superior customer service. The firm emphasizes the importance of accountants as integral parts of financial planning, assisting clients in saving tax dollars, budgeting, and planning for retirement. ROI Tax is dedicated to simplifying the tax process and has received positive feedback from clients for their professional, personable approach and integrity in handling tax matters. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.