We decided long ago that our website and our company needs to be a source of information in helping our clients make good decisions with their money. From our newsletter and Facebook pages to our workshops, we hope we provide insight to all your questions, concerns and needs. We believe providing information is a key difference in financial advisors. Please note there are several providers for each of these services and you should not feel any pressure to use the providers recommended.
For Wills and Trusts:
Ryan Correa, Hurley Re PC, http://www.hurley-re.com 541-317-5505
Erin MacDonald and Thomas Sayeg, Karnopp Petersen LLP, http://www.karnopp.com, 541-382-3011
Jeffrey Patterson, http://www.bendlawgroup.com, 541-318-3330
Terry O’Sullivan and Dave Peterson, Merrill O’Sullivan LLP, http://www.merrill-osullivan.com, 541-389-1770
For Business Attorneys:
Jeff Eager, Balyeat and Eager LLP, http://www.balyeatlaw.com, 541-322-0404
Gary Plagmann, GL Plagmann Tax Accounting PC, 541-382-0351
Diana Day-Murphy PC, 541-388-8832
Chris Acarregui, CPA Associates LLC, http://www.cpaassociatesllc.com, 541-388-0413
*The individuals and businesses listed above are not affiliated with Northwest Quadrant Wealth Management or LPL Financial.