Principal Securities- Greg Schmidt, CEBS Financial Advisor

Northwest Investment Counselors is a financial advisory firm based in Lake Oswego, OR, specializing in providing personalized investment management services to individuals and families. With a focus on long-term financial planning, the firm offers tailored strategies to help clients achieve their financial goals. Committed to transparency and client education, Northwest Investment Counselors takes a holistic approach to wealth management, considering both short-term needs and long-term objectives. By prioritizing client relationships and maintaining a disciplined investment process, the firm strives to empower individuals to make informed financial decisions. Generated from their business information

Willamette Financial Advisors, located in Lake Oswego, OR, is an independent, fee-based financial advisory firm dedicated to serving individuals, families, and businesses nationwide. With a focus on client-centered relationships, the firm emphasizes a holistic approach to financial planning, investment management, and retirement strategies. Celebrating diversity and transparency, Willamette Financial Advisors aims to provide clarity and confidence in navigating complex financial landscapes. Their commitment to comprehensive advice is driven by a client-first philosophy, establishing trust through active listening, education, and proactive guidance. Generated from the website

Delap White Caldwell & Croy, established in 1933, provides accounting services to individuals, families and business clients. It specializes in providing services to various industries and practice areas, such as automobile dealerships, nonprofit organizations, real estate agencies, heavy equipment retailers, governmental agencies and family-owned businesses. It offers a variety of accounting and auditing services, including compilation and review of financial statements, compliance audits, general accounting and security compliance program reviews. Its business advisory services include fraud analysis and risk management, accounting systems review, succession planning, business restructuring and interim controller services. Delap White Caldwell & Croy is located in Lake Oswego, Ore.