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.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Scott Lowe, A.A.M.S.
Wealth Manager
Matt Pulsipher, ChFC, CFP®, NSSA
Wealth Manager
Jeff Brooks, BFA™
Wealth Manager