Jose Velez

Client Services Team at Johnson Bixby LLC - Vancouver, WA, US

Jose Velez's Colleagues at Johnson Bixby LLC
Heidi Bixby

Owner

Contact Heidi Bixby

Rachel Gorretta

Marketing & Communications Director

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Kimberly Baker

Director of Financial Planning / Lead Financial Planner

Contact Kimberly Baker

Kristi Koebke

Chief Marketing Officer, Brand Strategist

Contact Kristi Koebke

Patricia Spies

Financial Planner

Contact Patricia Spies

Lynn Snyder

Investment Analyst

Contact Lynn Snyder

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Jose Velez's Contact Details
Email (Verified)
***@johnsonbixby.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
360-695-1795
Location
Lake Oswego,Oregon,United States
Company
Johnson Bixby LLC
Jose Velez's Company Details
Johnson Bixby LLC logo, Johnson Bixby LLC contact details

Johnson Bixby LLC

Vancouver, WA, US • 20 - 49 Employees
Financial Services

SMART, THOUGHTFUL SOLUTIONS.We are committed to working with our clients and guiding them toward their financial goals with smart, thoughtful solutions. This has been a cornerstone of Johnson Bixby's philosophy since 1983. We also believe in community involvement and service, supporting local and global organizations and events.Today, we are a strong firm with a wide range of expertise, promoting the same core values and goals that Johnson Bixby was built on: partnership, life-long learning, and discipline. As a locally-based financial planning firm, we serve clients throughout the Northwest and around the world. We make it our business to stay current on the issues that affect our clients on both sides of the river and coast to coast. Please see our website for additional information and disclosures. Third party comments may not be representative of all customer experiences.

Financial Planning Investment Management Wealth Management Retirement Planning Tax Return Preparation Life Insurance Disability Insurance Long Term Care Insurance Charitable Giving Strategies
Details about Johnson Bixby LLC
Frequently Asked Questions about Jose Velez
Jose Velez currently works for Johnson Bixby.
Jose Velez's role at Johnson Bixby is Client Services Team.
Jose Velez's email address is ***@johnsonbixby.com. To view Jose Velez's full email address, please signup to ConnectPlex.
Jose Velez works in the Financial Services industry.
Jose Velez's colleagues at Johnson Bixby LLC are Heidi Bixby, Rachel Gorretta, Kimberly Baker, Kristi Koebke, Patricia Spies, Lynn Snyder and others.
Jose Velez's phone number is 360-695-1795
See more information about Jose Velez