RB
Robert Barry
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Work Experience
Company Details
Tax & Wealth Management is a CPA & Financial Services firm in Corvallis, Oregon. We believe that the integration of tax and wealth strategies provides an additional benefit to our clients. We can help take the mystery out of preparing for today and tomorrow. Our overall objective is to assist you, our clients, in understanding and taking personal control of overall and specific financial needs. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. The intent is to function as a coach and advisor creating a team approach. Schedule an appointment today to get started. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.
Year Founded
1976
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
2334 NW Professional Drive Corvallis, OR 97330, 97330, US
Keywords
Financial ServicesTax PlanningTax EfficienciesWealth ManagementBusiness PlanningCollege PlanningEstate Planninglife insuranceinvestment advisorywealth management
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