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Terri Ward
8215 SW Tualatin-Sherwood Rd, Ste. 200P.O. Box 1238, Tualatin, OR 97062
(503) 692-1949
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Contacts
Street address:
8215 SW Tualatin-Sherwood Rd, Ste. 200P.O. Box 1238
City / suburb:
Tualatin
County:
Washington
State:
Oregon
ZIP code:
97062
Phone:
(503) 692-1949
(Primary Phone)
GPS Longitude:
-122.767166137695
GPS Latitude:
45.3811912536621
Business description
Integrated Tax and Financial Planning
Terri Ward specializes in providing integrated tax and investment solutions for business owners and real estate investors. She is both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER(TM) practitioner, who integrates both disciplines into a holistic, client-centered approach towards increasing your after-tax income and wealth, while mitigating risk.
General information
Categories
- Business Services Professional Services Accounting, Auditing, and Bookkeeping Services Accountants
Business data
| Estimated number of employees: | 1 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Tualatin, OR | |
| County: | Washington |
Products
financial planning services, Proactive Tax Planning
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More details about this business
According to our records, this business is located at 8215 SW Tualatin-Sherwood Rd, Ste. 200P.O. Box 1238 in Tualatin (in Washington County), Oregon 97062, the location GPS coordinates are: 45.3811912536621 (latitude), -122.767166137695 (longitude). Terri Ward is categorized under Accountants. Current estimates show that the unit has a sales volume of $$100,001 to $500,000 and staff of approximately 1 worker. You can contact the company by phone at (503) 692-1949.
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