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.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
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Scott Lowe, A.A.M.S.
Wealth Manager
Matt Pulsipher, ChFC, CFP®, NSSA
Wealth Manager
Jeff Brooks, BFA™
Wealth Manager