Fisher Investments

Stanley Investment and Management is a reputable financial planning firm located in Portland, OR. With a focus on personalized financial strategies, they offer services such as investment management, retirement planning, and wealth preservation. Their experienced team is dedicated to helping clients achieve their financial goals through tailored solutions and expert guidance. Generated from this place's information

Pine Haven Investment is a fee-based investment counsel firm located in Fairhaven, Massachusetts, offering counsel, planning, and investment management services to a select group of clients. They prioritize sustainable, responsible, and impact investing, helping clients align their investment portfolios with their values and financial goals through individualized socially responsible portfolios that consider environmental, social, and governance factors. As a fiduciary, Pine Haven is committed to the highest ethical standards and operates as an independent Registered Investment Advisor, charging a fee based on the percentage of assets managed. With a focus on long-term investment success and financial security, they provide steadfast guidance for progressive asset management, empowering clients to take charge of their financial lives and achieve their desired lifestyle.Generated from the website

Compass Investment Advisers is a registered investment adviser based in Portland, Oregon, specializing in helping individuals and families grow and preserve their wealth. With over 20 years of experience, Jeannie Matza Pedersen, AAMS, and Paul Vermilya lead the team, providing personalized financial plans with a focus on legacy, charitable planning, and tax minimization. Acting as fiduciaries, they prioritize the interests of their clients and offer services such as portfolio management and investment advice. Jeannie Matza Pedersen, a graduate of the University of San Francisco, has an extensive background in the financial industry, having worked at Charles Schwab and Chinook Capital Management before joining Compass. Paul Vermilya, the founder of Compass Investment Advisers, brings over three decades of experience, including roles at Merrill Lynch and Charles Schwab. Both Jeannie and Paul are native Oregonians and are dedicated to serving their clients' financial needs while enjoying their personal interests, such as travel, home-related activities, and outdoor adventures.Generated from the website