We have been in the investment business for over 25 years and pride ourselves on taking a conservative investment approach for out clients.

Altum Wealth Advisors provides comprehensive financial planning & investment services to individuals, families, business owners and entrepreneurs. We are fiduciaries committed to the highest level of service & standards. Credentials: CFP®, CWS®, AIF®

Personal, business and retirement investment advice and planning

FINANCIAL SERVICES/PLANNING

BEAR, founded in 1986, is a business valuation firm working through a nationwide network of valuation experts, CPAs, business brokers, and consultants. Among our staff we have the major valuation credentials, including ASA, CPA/ABV, CVA, CFA, & MVS.

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term.

Financial Services/Planning

Sweeney & Selland Insurance Services has been serving the Northern Valley since 1984. We can provide you with any of your personal, agricultural, and commercial insurance needs.