Asset Recovery Group, Inc. | Partner Since 2017
PO Box 14949 • Portland OR 97293
Asset Recovery Group offers a full range of Accounts Receivable Management (ARM) services. Services including bad debt collections, long-term payment plan monitoring, pre-collect service, consulting, client education, insurance follow-up, self pay and special projects as needed. We are true healthcare partners specializing in creative collaboration to meet the resource needs of our clients. We currently service over 90 healthcare providers in Oregon and Washington alone.
Bank of America | Partner Since 2018
Heritage isn't just about history. It's about people and their stories. The stories that shape who we are, tell where we've been and show where we're going. At Bank of America, our history covers more than two centuries and includes people who helped to shape life as we know it in this country.
At Bank of America, we specialize in Healthcare Lending and Financial Services. We provide industry experts to manage your relationship locally, assisting medical practices of all sizes. Whether your need is for start-up, purchase, real estate, debt consolidation or equipment financing, Bank of America can assist you.
Higley Financial | Partner Since 2018
Our focus is financial wellness! Clinics ask us to serve as their advisor for 401(k) fiduciary investment services and for specialized financial programs for high-income staff. Medical professionals ask us to be their personal fee-based financial planning, investment, retirement and insurance advisor. Contact us for a confidential financial check-up!
Please contact:Shawn O. Higley CPFA, CRPC, AIF
Jones & Roth CPAs and Business Advisors | Partner Since 2012
5635 NE Elam Young Pkwy, S-100 • Hillsboro OR 97124
The Jones & Roth Healthcare Team works with medical practices and clinics across Oregon & Southwest Washington from offices in Portland, Hillsboro, Eugene and Bend providing a comprehensive suite of services including practice management, advisory services, retirement plan administration and tax & accounting services. Services are designed to ease the business-related pressure of practice operations and ownership.
Jeremy Prickel, CPA
Matisse Capital | Partner Since 2018
4949 Meadows Road, Ste 200, Lake Oswego, OR 97035
Matisse Capital is an SEC-Registered Investment Advisor located in Lake Oswego, Oregon. The firm was founded in 1997 by Bryn Torkelson, and advises to more than $1B in assets. Retirement plan management and advisory has been the backbone of the firm.
Moss Adams, LLP | Partner Since 2012
805 SW Broadway Ste 1200 • Portland OR 97205
Consulting, Financial Services, Billing & Coding
Moss Adams provides, tax, audit and specialized consulting services in the areas of physician compensation, strategic planning, Medicare compliance, medical documentation and coding reviews, ICD10 planning and transition, Recovery Audit Contractors (RAC) services, practice assessments, benchmarking, budgeting software, clinical operation review, and managed care contract analysis.
Preisz Associates, Inc. | Partner Since 2013
4525 SW Condor Avenue • Portland, OR 97239
Preisz Financial, an independent retirement plan advisory firm, is proud to provide the following services: Non qualified supplemental executive retirement plans. Group benefits including: medical, dental, disability, business and life insurnce. Long-Term care plans, both individual & group. Individual fee-based wealth management & financial planning.
Michael Preisz, AIF®, CFP®, CLU, ChFC, CPA
Professional Credit Service | Partner Since 2014
400 International Way Ste 200 • Springfield OR 97477
1-888-624-6906 | www.hawesfinancial.com
Hawes Financial Group and its suite of companies specialize in full revenue cycle solutions, debt purchasing, debt collections, and consulting services for various industries.
The Partners Group | Partner Since 2012
11740 SW 68th Parkway Ste 200 • Portland OR 97223
Whether you need Employee Benefits, Commercial Insurance, Retirement Plan Consulting or Physicians Advisory Services, we’re invested in you. Your goals. And your success. Discover the company that believes in creating partnerships rather than collecting clients. See what happens when your success comes first.
Umpqua Bank | Partner Since 2014
1220 Main Street Ste 310 • Vancouver WA 98660
There is a sign that hangs in every Umpqua Bank store that reads, “Welcome to the World’s Greatest Bank.” This is not a tagline, it is a state of mind. It’s a promise to help your practice thrive through the perfect mix of lending and financial tools. It’s a place where associates are empowered to make fast, fair decisions at the local level. Contact one of our healthcare relationship managers, stop by any Umpqua Bank store or visit www.umpquabank.com to learn how Umpqua can help keep your practice growing strong.
Umpqua Bank Member FDIC