Our goal is to help you achieve your goals. Buy a home. Save for college. Run a successful business. Give to and serve others. Prepare for retirement. Pursue your dreams. Enjoy your life.
We do that by helping you make wise financial decisions.
We offer both Tax Services and Investment Management because we believe that excellent tax services should pay attention to your broader financial situation, especially your investments. We believe that excellent investment management requires an in-depth knowledge of your particular tax situation.
Because of this, we are uniquely equipped to help you with your comprehensive financial picture. We can help you with;
- Tax Services (Personal, Business, Trust, and Estate)
- Education Planning
- Retirement Planning
- Small Business Consultation
Search this site to learn more about what we can do for you. Then give us a call or send us a message to find out more.
Davidson & Watson Financial is a Registered Investment Adviser, licensed in Oregon. Prior to conducting business in any other jurisdiction the firm will ensure all licensing requirements or exemptions from licensing are met.