FOSTER & ASSOCIATES, INC.

(on southwest citizens drive)
Financial and Investment Services in Wilsonville, OR
Financial and Investment Services

Hours

Monday
8:00AM - 4:00PM
Tuesday
8:00AM - 4:00PM
Wednesday
8:00AM - 4:00PM
Thursday
8:00AM - 4:00PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

8655 Southwest Citizens Drive
Wilsonville, OR
97070

About

Founded in Portland, Oregon in 1981 and originally focused on the insurance needs of our clients, our business model has long since grown to include nearly all facets of financial, retirement, and estate planning.
With our main office currently located in Wilsonville, Oregon, Foster & Associates has representatives throughout Oregon and Washington. Our advisors recognize the individual needs of our clients and help them "road map" a course from where they are to where they want to be.

Photos

FOSTER & ASSOCIATES, INC. Photo FOSTER & ASSOCIATES, INC. Photo FOSTER & ASSOCIATES, INC. Photo FOSTER & ASSOCIATES, INC. Photo FOSTER & ASSOCIATES, INC. Photo FOSTER & ASSOCIATES, INC. Photo

Services

  • Retirement Income Planning
  • Financial Needs Analysis
  • Insurance Needs Assessment
  • Investment Portfolio Review
  • PERS and Pension Income Forecasting
  • Tax Sheltered Investing

Latest

If you don’t have an #estatestrategy, here’s some reasons why you should. FOSTERASSOC.COM Why Everyone Needs an Estate Strategy
With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ
#Lenders are nervous, but it may still be possible to #refinance if your #CreditScore’s not in the top tier. Here are some of the tactics you can use to get approved. THESTREET.COM How to Improve Your Chances of a Refinance, Even if Your Credit Isn’t Great
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. FOSTERASSOC.COM A Taxing Story: Capital Gains and Losses
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. FOSTERASSOC.COM Tax Rules When Selling Your Home
#CBSNews chief #congressional correspondent Nancy Cordes reports on when to expect a #vote on the next #SupremeCourtNominee. CBSNEWS.COM Filling Ginsburg's seat: What the Senate does next
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams FOSTERASSOC.COM “Dirty Dozen” Tax Scams to Watch For
Generate income and rebuild principal. A powerful one-two punch. FOSTERASSOC.COM Split Annuity Strategy
On Wednesday evening, #VicePresidentMikePence and #Sen.KamalaHarris will meet in the only scheduled #VicePresidentialDebate. Normally, vice presidential debates are lower-stakes affairs than presidential debates, but not with #PresidentTrump contracting the #coronavirus. PROJECTS.FIVETHIRTYEIGHT.COM Who Won The Vice Presidential Debate?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons. FOSTERASSOC.COM When Markets React
Ben Franklin used compound interest to make big contributions to his two favorite cities. FOSTERASSOC.COM The Power of Compound Interest
Many have heard they should avoid probate; do you understand what probate is and how it works? FOSTERASSOC.COM Problems with Probate
There are some good tips in this article, even if retirement is not imminent. MARKETWATCH.COM What you can do if you find yourself suddenly retired
We all want to know, “What’s next for the financial markets?” But no one knows for sure. FOSTERASSOC.COM Where Is the Market Headed?
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
Your #insurance needs don’t stay the same when the nest empties, but what changes? FOSTERASSOC.COM Insurance Needs Assessment: For Empty Nesters and Retirees
Even low inflation rates can pose a threat to investment returns. #inflation #investment FOSTERASSOC.COM Inflation and Your Portfolio
Today’s uncertain #investing environment presents a serious dilemma to many #pre-retirees and #retirees: How much money can you afford to risk by investing in the #StockMarket? FORBES.COM Worried About Investing In Stocks During Retirement?
For a small business, the loss of a key person could cause financial hardship. FOSTERASSOC.COM Protecting Your Business from the Loss of a Key Person
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. FOSTERASSOC.COM The Business Cycle
How much is enough for your emergency fund? FOSTERASSOC.COM Your Emergency Fund: How Much Is Enough?
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
Learn more about whether you need to pay estimated taxes. FOSTERASSOC.COM You May Need to Make Estimated Tax Payments If…
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement FOSTERASSOC.COM Social Security: The Elephant in the Room
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
Childhood attitudes and habits can determine your child's health in his or her adult years. FOSTERASSOC.COM Raising Healthy Children
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The... FOSTERASSOC.COM Weekly Market Insights: Markets Go Back to Basics
Long-term care: three words many people hope they'll never need. FOSTERASSOC.COM Understanding Long-Term Care
Children with special needs may need ongoing help after theirparents are gone. FOSTERASSOC.COM 4 Steps to Protecting a Child with Disabilities
When was the last time you paid yourself first? FOSTERASSOC.COM Pay Yourself First

Information

Company name
FOSTER & ASSOCIATES, INC.
Category
Financial and Investment Services
Est
1981

FAQs

  • What is the phone number for FOSTER & ASSOCIATES, INC. in Wilsonville OR?
    You can reach them at: 503-443-1155. It’s best to call FOSTER & ASSOCIATES, INC. during business hours.
  • What is the address for FOSTER & ASSOCIATES, INC. on southwest citizens drive in Wilsonville?
    FOSTER & ASSOCIATES, INC. is located at this address: 8655 Southwest Citizens Drive Wilsonville, OR 97070.
  • What are FOSTER & ASSOCIATES, INC.(Wilsonville, OR) store hours?
    FOSTER & ASSOCIATES, INC. store hours are as follows: Mon-Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.