Michelle I Wilson, EA, LTC,Financial Advisor
Secure Client Portal is not affiliated with LPL Enterprise or LPL Financial
Our Services
Tax preparation and personalized wealth management tailored to your financial goals.
Tax Preparation Services
Comprehensive tax solutions for individuals and businesses to better position your returns.
Wealth Management
Strategic investment planning to preserve and manage your wealth for the future.
Customized financial strategies to work towards your long-term financial objectives.
Financial Planning
Our Location
Address
2101 NW Fillmore Ave Corvallis, OR 97330
Hours
Mon - Thu 9 AM - 4 PM
Contact
info@balancedaccountingwealth.com
541-602-8541
Fri 9 AM - 1 PM
Michelle Wilson, EA, LTC, Financial Advisor
Michelle Wilson is a Financial Advisor with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. Check the background of this investment professional associated with this site on FINRA's [ Broker Check ]
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Balanced Accounting & Wealth Management, LLC.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The prudential Insurance Company of America (“PICA” and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professional are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.