Harlow Wealth Management

Ivey Jacobson & Company, LLC, can provide you with assistance in all your tax planning and preparation, record keeping and financial planning. We are conveniently located in Lake Oswego. Ken Ivey & Karen Jacobson both have over 20 years of accounting experience. We can prepare or supervise the preparation of your financial statements. We closely monitor the changes in the tax law that could affect you and will recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. We would love to discuss your financial and tax situation with you to determine how we can help. Give us a call today for a no-charge initial conference.

James A. Coplin and Associates is a full service accounting, financial and tax preparation and representation firm located in Salem Oregon. We offer tax consulting, financial planning, business accounting, payroll service, tax planning and preparation. We have been working with individuals and businesses in the Salem and surrounding area since 1990, and have built our firm on providing the individual attention you need to reach your goals. Give us a call to see how we can help you.

Driven solely by my client’s success, My focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client. I pride myself on being free from ties to banks, Wall Street brokerage houses or proprietary products producers. Timothy M. Weiner, CLU, ChFC is an independent professional of LPL Financial LLC Tim delivers objective financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. Tim offers the benefit of his experience, education, integrity and professional training to help you work towards your personal financial goals.