Business Resource Checklist For Group Client
- Auto and Homeowner’s Insurance / Business liability/Worker’s Comp:
Dave Snyder, American Family Insurance
15220 NW Laidlaw Road, Ste. 220, Portland, OR 97229
(503) 466-2225
DSNYDE2@AmFam.com - Tax Services: Do you work with a CPA?
Susan Hjort, Ohanesian CPA
9011 SW Beaverton-Hillsdale Hwy, #1C, Portland OR 97225
503-520-1382
sueh@oacpas.com - 401(k) plan services Fiduciary:
Chris Goetz, CFG Wealth Management
503-222-7100
http://www.cfgwealth.com/ - Business Attorney:
Scott Schnuck, Attorney, Altus Law
http://www.altuslaw.co/
503- 374-1913 (Direct)
sschnuck@altuslaw.co - Supplemental Products:
Jason Rump, Family Heritage Group
Cell: 503-516-4794
Office: 440-922-5222
jason@northernstarsfinancial.com - Payroll Services:
Misty Martin-Zimmerman, Paychex
7650 SW Beveland Street, Ste. 200, Tigard, OR 97223
971-678-4443
mmartinz@paychex.com - Marketing / Website Services
Diane Economaki, Fuze 7 Marketing
Mobile: (503) 830-0355
Office: (503) 534-3724
diane@fuze7.com
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