Inclinevest

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Allstate Insurance Agent: Jim Kelly

Our family has had a close relationship with Allstate Insurance Agent: Jim Kelly for years now. We help people with finding the right insurance coverage for their needs - from homes, to auto, to boats and more. Our service-oriented agency is not only owned and operated by a family, customers often say that we make them feel like part of the family. I'm proud to work with a company who's been providing satisfied customers for over 80 years. I can offer quality insurance that is both affordable and convenient. You can get in touch with me either in person, over the phone, or through my website - whenever you need. Both Allstate and I understand the importance of good price and service in order to build a lasting relationship. I am committed to helping you keep your finances in order. Not only can I assist you with Allstate's wide range of financial solutions, I can also provide advice to help you achieve your financial goals, such as planning for your child's education or planning your retirement.

Brian Nogueira - State Farm Insurance Agent

As the State Farm Insurance Agent in Oregon City, Brian Nogueira strives to provide exceptional customer service, build personal relationships and listen to our customers’ needs. We are passionate about helping our customers with their insurance needs and can provide a variety of services ranging from auto, home, business, life, and health insurance. We are also well-equipped to assist with retirement planning. Our goal is to be the top choice for insurance needs in Oregon City. At Brian Nogueira - State Farm Insurance Agent, we take pride in our team of experienced professionals who are committed to delivering the best possible service to our clients. Our team is always here to assist you with any questions or concerns you may have. We provide comprehensive coverage plans and work closely with our customers to ensure they understand the terms and conditions of their insurance policy. Additionally, we constantly look for ways to improve and update our services in order to provide the best insurance experience for our customers.

A More Certain Path

A More Certain Path is an advice-only registered investment adviser that focuses on enhancing quality of life. We specialize in virtual goal planning and strategizing, which helps our clients make the most of their resources, recognize potential opportunities, and address any challenges. We assist them in setting SMART goals that help clear any obstacles from achieving well-being. Our services are based on financial planning but also encompass living a life of freedom, with money being only one tool in our client's arsenal. We support individuals in identifying all their resources and employ them to reach their unique objectives, values, and purpose. Our team at A More Certain Path has the expertise to provide comprehensive guidance and support to our clients. We have the experience to help them discover their resources and deploy them in an optimal way to reach their desired goals. We strive to offer virtual services that are tailored to individual needs and values, allowing for a more personalized financial planning experience.

Omotosho & Associates

Omotosho & Associates is a certified provider of investment consulting and financial planning services. We specialize in helping individuals and businesses reach their financial goals through retirement planning, estate and business succession planning, and insurance consulting. Our team also provides general ledger and financial statement preparation, bookkeeping, accounting system setup for new businesses, business tax return preparation, personal financial statements and litigation support. In addition, we are QuickBooks Online Advisors, providing further assistance for businesses using this popular accounting software. Our mission is to provide meaningful advice and help enable our clients to make the best decisions for their future financial well-being. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

AF Braggins Weddings and Events

AF Braggins Weddings and Events offers a unique, personalized approach to wedding and event planning. Our goal is to make the experience as stress free as possible while providing lasting memories. We provide full planning packages, day of coordinators to bring everything together, and even pairing classes. As well, we offer theatrical design and management services. AF Braggins Weddings and Events strives to deliver accurate, timely planning solutions that stay within your budget, guaranteed! If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Any Occasion

At Any Occasion, we specialize in creating beautiful, luxurious celebrations that are meticulously planned. We provide our services both locally in California and for destination events. Our experienced team offers a wide range of design, planning, coordination and consulting services, tailored to the specific needs of each client. Our high-end floral decor adds a special touch to every event we plan. Our goal is to provide a unique and unforgettable experience that exceeds expectations. Our team of professionals have extensive experience in the event planning industry, and they are dedicated to making sure every detail is perfect. We work closely with clients to ensure their vision is realized, and that all their needs are met in the most efficient and cost-effective manner possible.

JTucker Business Development Consultant

JTucker Business Development Consultant is a business consulting firm dedicated to helping entrepreneurs and small businesses create, develop and grow. Our mission is to provide our clients with the support and guidance they need to develop successful and sustainable business plans. Our team of experienced professionals have the skills and knowledge to help guide our clients through the entire process from concept to completion. We offer a variety of services, from business name creation and domain selection to logo design and website creation. We also specialize in social media set-up, email creation, business cards and marketing literature, lead sources, competitor review, target customer development, goal setting, marketing plans, sales plans and processes, business development, production assistance, and search engine optimization. Our team can also provide website maintenance and improvement services. No matter what your business needs may be, JTucker Business Development Consultant can help you reach success.