Financial Advising near Canby, OR

6 locations found near Canby

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  1. 113 Northwest 3rd Avenue, Canby OR 97013

    3.9 Good 18 reviews

  2. 2895 South Beavercreek Road Suite 200, Oregon City OR 97045

    5 Superb 14 reviews

    “Great place. They did our taxes for 2014 and just got our taxes to do for 2015. Everyone there is friendly and they are very helpful with questions and explanations of things.”

  3. 28652 Southwest Costa Circle East, Wilsonville OR 97070

    5 Superb 13 reviews

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  5. 21356 Hubbard Cutoff Road Northeast Suite 50, Aurora OR 97002

    5 Superb 11 reviews

    “This team of individuals is exactly what I was looking for. I put off finding a new accountant for a couple years, but Kurt came highly recommended from a business associate. I gave him a try and it was 1000% worth it. Better pricing AND better service than I was receiving elsewhere. But”

  6. 8215 Southwest Tualatin-Sherwood Road Suite 200, Tualatin OR 97062

    5 Superb 8 reviews

    “Kodi Hermann has been managing my IRA since the beginning a decade ago. He has always done a great job, if very communicative, flexible and accountable. I highly recommend.”

  7. 7493 Southwest Bridgeport Road, Tigard OR 97224

    3.6 Good 23 reviews

    “Scott was incredible! Not only a great listener, educated, well-informed, etc so on and so on, he actually helped us out to the full extent of our requests. We were impressed. Compared to another Fidelity branch visit last November with someone else- night and day. Thanks Scott, we’ll be back if need be! Tell your boss the raise or bonus is justified. ;)”

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