Daniel Dollinger CPA CFP® Competitors

The Dowling Group provides comprehensive wealth advisory, income tax and asset management to individuals, families and small business. We tailor elegant strategies for creating and preserving wealth for those individuals, families and small businesses through custom solutions. The Dowling Group is an independent registered investment advisor and certified public accounting firm that works with its clients on a fee only basis. Located in Greenwich, CT since 1979 Our staff is comprised of certified public accountants, certified financial planners and enrolled agents. We utilize independent attorneys that specialize in estate, trust and business planning. We offer income tax preparation to our clients both as part of the comprehensive wealth management program and independent of the wealth management. Our insurance specialists design insurance investment strategies in coordination with the wealth advisory team. We welcome your inquiries both personal and professional.

At Houck Evarts & Company LLC, CPAs, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We work closely with our clients to provide professional advice to enhance the opportunity for success for our clients as they make strategic decisions. We provide a variety of services including: •Income Tax Preparation for all types of businesses, as well as individuals •Tax planning for businesses and individuals •Estate and Trust planning and tax returns •Reviewed and Compiled Financial statements •Business consulting •Business startup services •Selection and administration of Retirement Plans •Payroll Reporting •QuickBooks setup, support and training •Financial Planning and Retirement Planning •Secure data transmission Portal We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Locations Eugene Office 450 Country Club Road Suite 130, Eugene, OR 97401 (541) 485-7254, Fax (541) 485-7298 email ahouck@hecocpa.com Sweet Home Office 1327 Long Street, Sweet Home, OR 97386 (541) 367-1040, Fax (541) 367-4445 email gbeisner@hecocpa.com

The advisors at Fountainhead Wealth specialize in Financial Planning, Portfolio Management & Tax Consulting. Founded in 2005, we focus on strategies designed to achieve "best outcomes", not just simply maximizing returns by taking greater risks. The goal of Fountainhead Wealth is to develop better relationships with our clients; relationships that are planning-centered and built on a foundation of values. Our culture is the center of our universe and we place an infinitely high value on leadership, accountability and teamwork. Fountainhead Wealth is always looking to connect with the right people, whether potential clients, new team members or other professionals that share our vision and our values. Does that sound like you? Let's start a conversation. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Fountainhead Wealth are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.