Clients in Financial Services

Here are some of my clients from the financial services industry:

Becker Capital Management
Grounded in client-focused values fostered over four decades, Becker Capital Management provides a range of investment management services for individuals, families, institutional investors and nonprofit organizations. The firm employs 34 individuals from offices in Portland, Oregon, Bend, Oregon and Seattle, Washington and manages $3.6 billion* in assets.


Wealth Track
Wealth Track has years of experience helping Canadians build and preserve their wealth through real estate, investments & life insurance.


Blue Anchor Wealth Advisors
Blue Anchor is an independent Registered Investment Advisory firm specializing in Financial Planning, Investment Advice, Retirement Planning, and Major Life Events. Clients have trusted us with more than $65 million in assets under management and are spread across the U.S.


The College Investor
The College Investor has been providing expert guides, reviews, tutorials, and more for our readers since September 2009. What started out as a personal finance blog by founder Robert Farrington has evolved into a financial media brand reaching millions of readers per month – across our website, podcast, and video channels.


Insure Daily
With Insure Daily you can get a temporary car insurance quote in under a minute and complete the full purchase within five minutes. The short-term policy documents are instantly emailed to you for you to download and your insured to drive within minutes – perfect for those insurance emergencies. helps you build your very own 100% virtual bookkeeping business from scratch. Their courses help you to: learn 21st Century bookkeeping skills, master marketing techniques that work, and develop systems that allow you to get your business up and profitable–fast.


My Trading Licks
My Trading Licks offers advice and tools for stock market analysis. Their Total Volume Oscillator uses unique algorithms based solely on volume data. Using patterns and historical probability, they’re able to follow the trail of big money volume and reveal exactly what direction the market will go next.


Free Will
FreeWill‘s no-cost estate planning tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues.


Large claim reviews are essential to payment integrity, so ClaimLogiq developed a software simplifying the process that provides better ROI, reduced resources with repeatable, consistent and accurate outcomes. laimLogiq can house your entire claim auditing process and management in a secure, cloud-hosted user-friendly application that can be accessed from anywhere using internal resources or, ClaimLogiq outsource solutions.


Magaya Insurance Services Inc.
Magaya Insurance Services Inc. provides a concierge, one-stop option to buy insurance for the logistics community. They have over 50 years of combined insurance and logistics industry experience and expertise. Their licensed insurance brokers specialize in logistics and perform an individual risk assessment to determine the best insurance for you because your business is different from anyone else’s business.


Trustly offers instant payments and transfers between consumer and merchant bank accounts across Europe and the US. Trustly is used by leading merchants across a variety of verticals, including e-commerce, travel, financial services and gaming.


Mid Oregon Credit Union
Mid Oregon Credit Union is a not-for-profit, member owned financial cooperative, headquartered in Bend, which serves Central Oregon by helping people meet needs & achieve dreams.


Jameson and Company
Jameson and Company focuses on government grant and contract accounting exclusively. Since 1978, Jameson & Company has worked with clients from coast to coast to procure, manage and survive audit on over $4 billion in government funding from all agencies, including NIH, DOD, and DOE.


Turning Point Trading<
Turning Point Trading was originally a website launched in January 1998 by Steve Swanson. He trained investors worldwide while speaking to groups for CNBC, Businessweek, Investools, and others. Today, Steve uses computer algorithms to profitably project those cycles into the future, accurately predicting the otherwise invisible, upcoming market moves.


iSelect Australia<
iSelect Australia is Australia’s go-to destination for comparing and saving across insurance, utilities and personal finance products. They have highly-trained consultants who are passionate about helping Australians reduce their household bills to save money, time and effort.


Human Interest
Human Interest makes it easy to offer a high-quality retirement plan as part of a competitive benefits package. Save time on paperwork with an automated 401(k). Human Interest wants to enable all businesses, regardless of size, to offer a retirement plan for their employees.


Walnut Street Finance
Walnut Street Finance is a private investment fund that provides short term financing to real estate developers and builders. Their team consists of real estate and lending professionals with four decades of combined experience in redevelopment and loan origination including the successful acquisition, development and construction financing over 1,200 properties since 1998.


RateSpy is a Canadian mortgage comparison site and publisher of mortgage rate news.

Its mission: To uncover Canada’s best mortgage rates by comparing virtually every lender and top mortgage broker.


Parlend helps mortgage borrowers get the lowest rate and cost they can qualify for via a patent pending process. They work with thousands of loan officers across all major banks to get customers the best deal.


Money Smart
Money Smart is the largest and most trusted financial portal in Indonesia. Through creative and inspiring content, they are dedicated to being your guide in better financial management.


Mason Finance
Mason Finance creates honest financial products that are designed for each customer. Mason Finance believes in the power of information, life settlements, viatical settlements, and annuities to empower people to take control of their financial lives as they age.


Insider Monkey
Insider Monkey is a finance website focusing on hedge funds and insider trading. Insider Monkey seeks to outperform the market by uncovering the best stock picks of the best hedge fund managers and corporate insiders. Their small-cap strategy outperformed the S&P 500 index by 18 percentage points per year between 1999 and 2009.


Remitly is changing remittances forever. With a push for greater transparency, better value, and the use of Mobile and Internet solutions, Remitly is changing the game with lower fees, faster speeds, better exchange rates, amazing customer service, bank-level security, and mobile-integration.Their customers are surprised with how easy it is, how much time and money they save, and many have said that they will never try another remittance service again.


Oxford Business Group
Oxford Business Group is a global publishing and consultancy company producing annual investment and economic reports on more than 30 countries. To identify investment opportunities, they draw on more than 1,000 first-hand sources.


Millennial Money Man
Millennial Money Man helps over 170,000 Millennials a month destroy their student loans, make more money, and create a life they love. Bobby blogs about student loans, entrepreneur advice, blogging tips, and how to save.


Involution Investment Group
Involution Investment Group is a real estate solutions company located in Del Mar, CA. They specialize in buying and selling homes, and are experts at finding solutions for people who are in the market to buy or sell their own home or investment property.


Raging Bull
Raging Bull is the premier destination for both new or experienced active traders who are looking for stock picks, stock ideas, how to get started trading stocks, and overall stock market education. Their team is comprised of real millionaire stock traders who put their money to work everyday in the markets by actively trading penny stocks, ETF’s, options, small-cap stocks and biotech stocks.

  brings together the latest credit card offers, across the major categories they know you are interested in. is the only resource you need to find and compare credit cards on the market. They have made it simple to see different Australian credit cards side by side.


HighRisk is a fast growing company in the credit card industry and have been in business since 1997. They specialize in providing offshore merchant account and high-risk merchant accounts. Their objective is to give customers the satisfaction and be a reliable provider.


Meisser Seales
Meisser Seales Riccabona, LLP is a full-service accounting firm serving clients throughout the Santa Cruz, California area, dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Their expertise ranges from tax management and accounting services to more in-depth services such as controller services, financial statements, and estate planning.


Accurate Accounting
Accurate Accounting is an accounting firm which provides bookkeeping services such as payroll, tax return preparation, incorporation, and more. Their staff is dedicated to providing accounting expertise while maintaining a friendly, knowledgeable, and professional atmosphere. They are located in Murrieta, California.


Bank of the West
Bank of the West operates more than 600 retail, wealth, commercial, and business banking offices in 23 states. They are one of the nation’s largest banks, yet it preserves its local feel and its award-winning style of relationship banking that ensures superior customer service. Bank of the West was founded in 1874 in California.


JTD Accounting and Business Services, LLC
JTD Accounting and Business Services, LLC specializes in QuickBooks, information technology, and business consulting for small-business owners who want their companies to run more efficiently.


Bacome Insurance
Bacome Insurance has offered auto insurance and home insurance to Hanford, Tulare and Lemoore residents for over 60 years. From auto insurance and homeowners insurance to business services, they offer a level of expertise that is second to none.


American Advisors Group
As a reverse mortgage HUD approved lender, American Advisors Group wants you to make educated decisions based on solid information and knowledge. That’s why we strive to keep you posted with the best reverse mortgage information possible. Here you’ll get tips and advice, the latest news, industry updates, retirement tips, reverse mortgage help, and of course, articles on senior life in general.


Founded in 2009, NVoicePay has hundreds of customers paying tens of thousands of vendors through our B2B Payment Network daily. Their customers can be found in multiple industries including automotive, financial services, claims processing, medical, construction, manufacturing, retail, food service, technology, non-profits and education services.


Pacific Bankruptcy
Pacific Bankruptcy is a federally designated Debt Relief Agency, assisting people with finding solutions to their debt problems, including, where appropriate, filing petitions for relief under the United States Bankruptcy Code.


PDX Home Loan
James Adair’s PDX Home Loan offers mortgage loans and refinancing in the Portland, Oregon area.


CKTax Inc
CKTax Inc. – a tax resolution service company based in Branson, Missouri.


Resolve My Taxes
Resolve My Taxes -Tax resolution firm that offers tax relief services to those with tax problems.


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