Financial Services

As your local Farmers® agent in Portland, OR, our agency brings you more than 60 combined years of experience. I am a second-generation Farmers agent, born and raised in Portland and I help customers like you identify the insurance coverage that best fits your needs. Our agency has the knowledge and experience to help you better understand your coverage options–whether that’s auto, home, renters, business insurance and more. Open Listing

Financial advisors welcoming to LGBTQA individuals   Open Listing

Gresham Insurance Center offers affordable coverage for all of your insurance needs. We work closely with clients to find the best mix of coverage options from our long established associations with some of the best carriers available to Vancouver WA individuals, families and business owners. From homeowner, auto, and life insurance to analyzing your health care needs and options, Gresham Insurance Center specializes in helping you plan your finances so you can properly prepare for retirement. The experienced agents at Gresham Insurance Center are dedicated to providing personalized service and convenience, as well as affordable coverage that simplify today’s overwhelming Open Listing

I prepare tax returns for the current year and past years. We can also amend returns that have been filed but need corrected and refiled. I prepare income tax returns for all states, business returns and payroll tax forms. My goal is always to be as aggressive an advocate as possible for my clients in minimizing their tax burden. It may be necessary to get transcripts from the IRS to verify what forms have been sent to them by third parties on your behalf, such as W-2’s and 1099’s. I am approved by the IRS to request and receive this Open Listing

NW Premier Mortgage is a small, family-oriented business serving Oregon and Washington exclusively.  Our team has over 100 years of combined experience in the mortgage industry, which we draw upon when creating loan packages for even the toughest loan scenarios. Because we are an independent broker, not directly affiliated with any one lender, we have access to a wide array of rate and program options.  We will work with you to find the option that is best-suited to your specific needs.  We love what we do and take pride in being the best problem-solvers in the industry! We know that Open Listing

We provide the highest quality financial services and standards, consistently finding the most benefit for our clients while seeking unique opportunities to promote their financial goals. To meet the highest quality service, we continually invest in our own professional education and development to best match our skills and experience with our clients’ needs. In the end, we are each responsible for the quality and perception of our services. We agree to be proactive in maintaining this level of quality service. Open Listing

At Peak Mortgage we lend where we live. That means that for us, you’re more than just a borrower, you’re our neighbor. We will help you find the right mortgage solution for your specific needs. Open Listing

PNC is a diversified financial services organization providing retail and business banking; residential mortgage banking; specialized services for corporations and government entities Welcoming to LGBTQA individuals Discovered and verified by Tiffany Alexis via online research through the lavender listings on 9/19 Open Listing

Pride Financial Partners has been a collaborative effort for more than 15 years. Originally launched in 2003 as Pride Financial Planners, the firm focused on fee based financial planning through its broker dealer Woodbury Financial Services, Inc. Pride Financial Partners’ core mission continues to center on providing its clients a clear, concise and goals-based strategy to help them fulfill their financial dreams. Over the years, Pride Financial Partners has developed a specific process to help provide their clients a unique fee-based financial planning experience. However, in its original form, the firm did not offer the complimentary services like wealth management, Open Listing

Nineteen years ago, Jax opened Rainbow Tax & Accounting to serve the needs of the LGBTQ community and beyond! Jax received their bachelor’s in accounting from Portland State University. Jax has lived in the Portland area for over 40 years, and has been working here in accounting field since 1975. Jax is active in the local community, as a member of the American Institute of Certified Public Accountants, the Oregon Society of Certified Public Accountants and the Portland Area Business Association. Mary came to work with us here at Rainbow Tax & Accounting in January 2016 while still working on her bachelor’s degree in Open Listing