Kristin Lyman - Private Wealth Advisor, Ameriprise Financial Services, LLC

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

The H Group, Inc. is an independent, fee-only, wealth management and planning firm serving clients in the greater Salem, OR area. We strive to bring clarity in a complex world in order to help you with your financial goals. We work on a fee-only basis, so our work isn't subsidized by brokerage firms, insurance companies, banks or mutual fund companies. Some of the services we offer include: Custom tailored financial plans, Investment management, Portfolio management, Retirement feasibility analysis, Education planning and Estate planning. We will discuss your goals and review your current situation, then offer suggestions to help you get the most from your investments. We can prepare a stand-alone plan for you based upon a set fee, or we can provide ongoing advice as part of our portfolio management service. We respect our clients and take pride in educating them and providing regular communication so they can make informed decisions. For financial planning cases, we have no account size minimums. For investment management, our minimum account size is $500,000, but our typical account size is much larger. Our clients have entrusted us to manage well over $215 million in assets, but we are known to make exceptions. Our minimums for younger clients and small business 401 (k) plans are lower. Our three certified financial planners and our Advisory Associate offer 75 years of combined experience. Our support staff takes great pride in providing highly responsive, personalized service. Call The H Group now to learn more about how we can be of service to you!

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 Portland, OR area, Drake Van Zante will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.