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
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
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.