Jeff MacLardy
Financial Advisor at Columbia Associates Concurrent Investment Advisors, Llc @Columbia Associates Wealth Management Group
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WORK HISTORY
Financial Advisor at Columbia Associates Concurrent Investment Advisors, Llc @Columbia Associates Wealth Management Group
Vancouver, WA, US
Columbia Associates specializes in comprehensive wealth management for individuals and business owners. The company is dedicated to being the most trusted financial team in the community. Independent, objective, and unbiased advice is provided. Services offered to individuals include investment management, estate planning, retirement planning, and risk management. For business owners and executives, the company provides tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.
EDUCATION
Kaplan University
APMA, Portfolio Manager
Calvin University
BSE, Civil Engineering
Portland Christian Jr/Sr High School
Graduated Valedictorian
University of Washington
MSE, Structural Engineering & Geomechanics
SKILLS
ABOUT JEFF MACLARDY
Columbia Associates Wealth Management Group specializes in comprehensive wealth management for individuals and business owners. The company is dedicated to being the most trusted financial team in the community. Independent, objective, and unbiased advice is provided. Services offered to individuals include investment management, estate planning, retirement planning, and risk management. For business owners and executives, the company provides tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Columbia Associates Wealth Management Group are not affiliated companies.Please visit our website for important disclosures.
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