Banking, Taxes, & Accounting

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Boldt Carlisle + Smith
Exhibitor Info:

For more than 50 years, Boldt Carlisle + Smith has provided quality accounting, tax, audit and advisory services to individuals, businesses and nonprofits throughout the Willamette Valley. With three offices in Albany, Salem and Stayton, we are committed to our clients and the communities we serve. From tax and succession planning to payroll and bookkeeping, we have an accountant in your area whose experience and expertise match your unique accounting needs.

Exhibitor Website: www.bcsllc.com
Contact Name: John Boedigheimer
Address: Salem, Oregon
Email: bcs@bcsllc.com
Phone Number: 503-910-9942
Booth Number: Willamette 8
Citizens Bank
Exhibitor Info:

Citizens Bank is home to more than 160 customer-focused employees, and our 15 Branches proudly provide comprehensive banking services to individuals and businesses in 13 Willamette Valley communities spanning eight Oregon counties.

At Citizens Bank we put people first and recognize that when our customers succeed the Bank and the community will prosper as well.  Our expertise related to small to medium size businesses, agriculture and professionals, allows us to provide customizable loan services as well as a full suite of business banking products to help you and your business grow.

Exhibitor Website: citizensebank.com
Address: Albany, Oregon
Phone Number: 541-231-9863
Booth Number: 28
Edward Jones Investments
Exhibitor Info:

You have specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. Partnering with your financial advisor, you can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our insurance and annuity products can help to protect your financial future. And if you have specific wealth strategies, trust management or business ownership needs, our convenient financial services offer the professional administration options you’re looking for.

Exhibitor Website: http://www.edwardjones.com
Contact Name: Will O’Hearn
Address: Albany, Oregon
Email: will.o’hearn@edwardjones.com
Phone Number: 541-926-3098
Booth Number: 153
Northwest Farm Credit Services
Exhibitor Info:

Farm Credit ServicesTM, also known as Northwest Farm Credit Services or Northwest FCS, is a financial cooperative providing financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in Montana, Idaho, Oregon, Washington and Alaska. Northwest FCS is a member of the Farm Credit System that supports agriculture and rural communities with reliable, consistent credit and financial services. Northwest FCS also provides equipment financing, appraisal services and crop and livestock insurance programs.

Northwest FCS is part of the more than 100-year-old Farm Credit System – the leading provider of credit to American agriculture. We serve our customers through 45 branch offices located throughout the Northwest and our corporate headquarters office in Spokane, Washington.

Exhibitor Website: northwestfcs.com
Address: Junction City, Oregon
Phone Number: 541-685-6140
Booth Number: 117
Willamette Community Bank
Exhibitor Info:

Willamette Community Bank was founded in Albany by citizens and businesspeople to preserve local decision-making and support the community. We remain true to our founding principles in all the communities we serve.

We work hard to stay informed about social and economic developments in agriculture, manufacturing, the service professions, and other business sectors in our local communities. As a result, we’re fully prepared to partner with you in making smart financial decisions.

When you choose Willamette Community Bank, you can rest assured that your hard-earned money will be put to work to cultivate the prosperity of your local community, county, and state. We practice responsible reinvestment to promote regional economic vitality.

We’re big believers in supporting nonprofits that serve our community’s needs, so let’s talk if you have a bold new idea that will serve a worthwhile cause.

We’re committed to doing what’s right for you, your family, and your business. If it becomes clear that our services aren’t the best fit for you at any given time, we will direct you appropriately.

Today we have branches in Albany, Lebanon, and Salem. Stop in for a cup of coffee and a chat next time you’re nearby. We’d love to get to know you and support your efforts to build a strong financial future for your business, your family, and our community.

Address: Albany, Oregon
Phone Number: 541-971-4324
Booth Number: 380