EXPERTISE YOU CAN TRUST
With all the financial options and information available today, it has become increasingly difficult for individual investors to make smart financial decisions. We have found that individuals and business owners benefit from the professional, knowledgeable service City Fiduciary Group has to offer.
Our objective is to deliver high-quality wealth management and financial planning to our community in Vancouver, WA. As our firm continues to grow, our philosophy of providing a high level of professionalism and service has not changed. We look forward to working with you.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Scott Lowe, A.A.M.S.
Wealth Manager
Matt Pulsipher, ChFC, CFP®, NSSA
Wealth Manager
Jeff Brooks, BFA™
Wealth Manager