Products

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Name	Company	Description	Price
zero down loan	Holden Mortgage Associates	Buy a home with zero down payment.	Competitive rates
Stocks	Sommers Financial Management	We offer equity analysis of your stock portfolio, giving a free review and recom...	Free Portfolio Review
Bonds	Sommers Financial Management	We offer bonds as an investment option tailored towards clients interested in fi...	Free Bond Ladder and Portfolio Reveiw
No-Load Mutual Funds	Sommers Financial Management	Our portfolio analysis is free to clients and prospective clients. We offer ove...	Free Mutual Fund Recommendation and account review.
Exchange Traded Funds (ETFs)	Sommers Financial Management	Exchange Traded Funds (ETFs) - which track established market indexes yet trade ...	Free invesment analysis and consultation
Investment Management	Sommers Financial Management	We offer clients investment management for their retirement, education savings, ...	Free Portfolio Review and consulation. We charge between 0.4% and 1.2% annually, depending on accou
Financial Planning	Sommers Financial Management	We offer free assistance in mapping out your financial future.	Please call us for a free consultation
Health Savings Account (HSA)	Sommers Financial Management	Utilize the newest cost-saving tool in the health insurance industry with a tax-...	Please call for a free consultation
Covered Calls	Sommers Financial Management	Use option strategies to reduce your risk and increase your income from your inv...	Call for an appointment or to talk with a Registered Investment Advisor
Equity and ETF options	Sommers Financial Management	Utilize option strategies such as covered call writing and option spreads to red...	Please call to speak with one of our Registered Investment Advisors
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Companies (Add/Edit)

1 2   Name Phone Category A. Cash Money LLC ( Payday Loans/Check Cashing) 1570 Columbia Blvd St. Helens , OR 97051 (503) 397-7979 Services->Financial B. Columbia Country Mortgage, LLC 2010 9th Court Columbia City , OR 97018 (503)369-4794 Services->Financial C. Edward Jones Investments, Scappoose 52644 NE 1st Street SCAPPOOSE , OR 97056 (503)543-3336 Services->Insurance D. Edward Jones Investments, St. Helens 1685 St. Helens St St. Helens , OR 97051 (503)397-1125 Services->Financial E. Holden Mortgage Associates 51671 Columbia River Hwy SCAPPOOSE , OR 97056 (503)543-6023 Services->Financial F. Northwest Mortgage Group - Pat Olson 51579 Columbia River Hwy, Ste F SCAPPOOSE , OR 97056 (503)543-9797 Services->Financial G. Sarah Listy, Loan Consultant 59168 Welches Ct. , St. Helens, OR St. Helens , OR 97051 503-351-6002 Services->Financial H. Sommers Financial Management 144 S. 14th Street St. Helens , OR 97051 (503) 397-1545 Services->Financial I. St. Helens Com. Fed. Credit Union PO Box 537 St. Helens , OR 97051 (503)397-2376 Basic Services->Bank J. St. Helens Com. Federal Credit Uni 52691 Columbia River Hwy SCAPPOOSE , OR 97056 (503)397-2376 Basic Services->Bank 1 2