Terri Ward 8215 SW Tualatin-Sherwood Rd, Ste. 200 Category: Accountants |
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Company representatives
Phone: (503) 692-1949
Terri Ward, Financial
About Terri Ward
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.
Products and Services
- Comprehensive Financial Planning
- Proactive Tax Planning
Business categories
- Certified Financial Planners
- Tax Return Preparation and Filing
Location Type
Single Location
Revenue
$275,000 - $300,000
Employees
1
Years In Business
29
Additional information
Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC - 8215 SW Tualatin-Sherwood Road, Tualatin, OR 97062 -, Ph: 503.692.1949 - NEXT Financial Group, Inc. does not give tax advice
Rating
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