About Allen Trust Company

Allen Trust Company, a trust-only bank, and Allen Capital Management, a registered investment advisor, are Oregon based companies with offices in Portland, SW Washington and Anchorage. We provide tailored financial services to trusts, charitab… Allen Trust Company, a trust-only bank, and Allen Capital Management, a _x000D_ registered investment advisor, are Oregon based companies with offices in _x000D_ Portland, SW Washington and Anchorage. We provide tailored financial _x000D_ services to trusts, charitable organizations, and individuals seeking _x000D_ comprehensive asset management. Our services includes Trust Administration, _x000D_ Investment Management, Tax Preparations and Financial Planning. Locally _x000D_ owned and operated. Title: Expert Trust Administration and Financial Planning Services in Portland, OR – Allen Trust Company Keywords: Allen Trust Company, trust bank, financial institution, financial planner, investment service, tax preparation, Portland, Oregon Description: For all your trust administration and financial planning needs in Portland, Oregon, look no further than Allen Trust Company. As a trusted and reputable trust-only bank, Allen Trust Company, along with its registered investment advisor, Allen Capital Management, offers tailored financial services to trusts, charitable organizations, and individuals seeking comprehensive asset management. With offices conveniently located in Portland, SW Washington, and Anchorage, Allen Trust Company has been serving clients in the Pacific Northwest for years. Our team of experienced professionals is dedicated to providing personalized solutions that align with your unique financial goals. At Allen Trust Company, our range of services includes: 1. Trust Administration: Our experts specialize in trust administration, ensuring that your assets are managed and distributed according to your wishes. We handle all aspects of trust administration, including record-keeping, tax compliance, and beneficiary communication. 2. Investment Management: With our registered investment advisor, Allen Capital Management, we offer professional investment management services. Our team of skilled advisors will create a customized investment strategy tailored to your risk tolerance and financial objectives. 3. Tax Preparation: Allen Trust Company understands the complexities of tax planning and preparation. Our knowledgeable tax professionals will help you navigate the ever-changing tax landscape, ensuring compliance and optimizing your tax savings. 4. Financial Planning: Whether you are planning for retirement, saving for your children’s education, or looking to grow your wealth, our financial planners are here to guide you. We provide comprehensive financial planning services, analyzing your current financial situation and creating a roadmap to achieve your long-term goals. As a locally owned and operated institution, we pride ourselves on our commitment to delivering exceptional customer service. We understand the importance of building strong relationships with our clients, and we strive to exceed your expectations at every step. If you are seeking a reliable financial institution that specializes in trust administration, financial planning, investment management, and tax preparation, Allen Trust Company is here to assist you. Give us a call at 503-292-1041 to schedule an appointment with one of our experienced professionals. Trust your financial future to the experts at Allen Trust Company. Let us help you secure and grow your wealth while providing peace of mind for you and your loved ones. Keywords: Allen Trust Company, trust bank, financial institution, financial planner, investment service, tax preparation, Portland, Oregon Allen Trust Company. Allen Trust Company, a trust-only bank, and Allen Capital Management, a registered investment advisor, are Oregon based companies with offices in Portland, SW Washington and Anchorage. We provide tailored financial services to trusts, charitab…. Financial institution, Financial planner, Investment service, Tax preparation, Trust bank. Allen Trust Company. Allen Trust Company, a trust-only bank, and Allen Capital Management, a _x000D_ registered investment advisor, are Oregon based companies with offices in _x000D_ Portland, SW Washington and Anchorage. We provide tailored financial _x000D_ services to trusts, charitable organizations, and individuals seeking _x000D_ comprehensive asset management. Our services includes Trust Administration, _x000D_ Investment Management, Tax Preparations and Financial Planning. Locally _x000D_ owned and operated.. . Financial institution, Financial planner, Investment service, Tax preparation, Trust bank. 5032921041. Portland

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I serve Portland and Lake Forest with 16 years in Corporate Law, Family Law, Workers’ Compensation.

Free initial consultation available. Contact our office to schedule an appointment and discuss your legal needs. • Contingency fees available for personal injury cases • Languages: English