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EXPERTISE YOU CAN TRUST

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.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Scott Lowe

Scott Lowe, A.A.M.S.

Wealth Manager - Owner CFG

Matt Pulsipher

Matt Pulsipher, ChFC, CFP®, NSSA

Wealth Manager - Owner CFG

Jeff Brooks

Jeff Brooks, BFA™

Wealth Manager - Owner CFG

LET'S GET CONNECTED

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