Oregon Pacific Bank is one of the few community banks in Oregon offering comprehensive trust, fiduciary, and investment services. Our team of local professionals are highly qualified and eager to help our clients work towards aging comfortably in their own homes with peace of mind and a legacy plan in place. Our trust department partners with local lawyers and CPAs to help clients plan for retirement and beyond. As successor trustee, Oregon Pacific Bank objectively preserves and protects trust assets according to the client’s wishes. This can include providing for dependents and beneficiaries, contributing to charitable causes, establishing gifting programs, guardianship, or family foundations, managing real estate and personal property.

Jones & Roth CPAs and Business Advisors is one of the largest CPA firms headquartered in Oregon. We serve companies, nonprofits, and individuals from our offices in Eugene, Hillsboro, and Bend. Our teams of professionals are devoted to specialized practice and industry areas and provide strategic consulting and advisory services year-round. Other services include, audit & assurance, tax, estate & trust, retirement plan services, and financial advisory services. Jones & Roth has been named as one of the Top Workplaces, has been recognized as one of Oregon Business’ Best Companies to Work For, and has been named to the IPA Top 300 Firms list.