R V Kuhns & Associates

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Silver Oak Advisory Group is an independent, fee-only financial advisory firm based in Portland, Oregon, that has been providing comprehensive financial planning services since 1991. With a long-term perspective, they strive to build lasting relationships with their clients, offering unbiased guidance and educating them on personal finance fundamentals. By implementing efficient investment strategies, emphasizing diversification, and keeping costs low, Silver Oak Advisory Group's holistic and pragmatic approach has weathered market cycles and life events, serving as a solid foundation for their clients' financial well-being for decades to come.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.