Merrill Lynch Wealth Management Advisor Dustin R Tanquary

Lifelong Wealth Management is a financial advisory firm located in Lake Oswego, Oregon. They believe in challenging the financial norm and creating a comprehensive plan that bridges their clients' relationship with money and values. Their team of experts focuses on understanding their clients' goals and developing personalized financial strategies that meet their specific needs. With a commitment to helping clients live their dreams, Lifelong Wealth Management offers services such as portfolio management, retirement planning, estate planning, college savings, tax strategies, insurance planning, business finances, and mortgages. They strive to make their clients' wealth meaningful and provide guidance in making better financial decisions. Generated from the website

SNK Consulting, located in West Linn, OR, is a dedicated financial services group that specializes in providing tailored accounting and advisory solutions for both individuals and businesses. With a focus on personalized attention and a value-added approach, the firm aims to support clients in achieving their financial goals while addressing their unique needs. Founded by Kevin Ness, SNK Consulting offers a range of services, including part-time CFO consulting, concierge accounting, and tax efficiency strategies. The firm prides itself on its proactive methodology, ensuring clients are equipped to confront financial uncertainties with expert guidance and creative solutions. Generated from the website