After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.

I've had all kinds of great experiences w/this bank, Pioneer Trust in downtown Salem....They've…read morecaught several times when someone has tried to scam me and they're so professional at both drive thru's and inside esp Kasey(sp?), Maureen for reunion help, and on the phone very nice and easy to explain problems too. MaryAnne set the awesome standard at the downtown drive up window and others are carrying on in her retirement....Keep up the great service!

They care and helped both with my business and with an estate account. I recommend them and have…read moreenjoyed the personalized customer service. They were easier to work with than the prior bank I came from.

This is an amazing group of accounting professionals. We began some business ventures several…read moreyears ago that soon required the the need for a certified professional for payroll, record keeping and taxes. We found, among others, at Boldt, Carlisle, and Smith, a wonderful Accountant named Brad Bingenheimer. For several years he has been doing our taxes and advising us on our businesses. He has always made himself available and readily answered questions on the phone whenever necessary. His knowledge is current and always 100% accurate. He is personable, credible a extremely professional, as well as all of the staff at Boldt, Carlisle, and Smith. We would highly recommend these professionals for all of your personal and business bookkeeping and accounting needs.

From the owner: Financial Clarity for You and Your Business Since 1959,…read moreSingerLewak has been dedicated to meeting your needs with excellence. As a leading accounting and business consulting firm in California, the South and Southwest, and globally in the Pacific Rim region, we offer a wide range of services tailored for credit unions, governments, non-profit organizations, and commercial enterprises. We believe in delivering value to you through our service-oriented business partners who expertly guide you through the complexities of business life. Your success is our priority, and we are here to support you every step of the way.