St Ores Financial Services

serving all 50 states - virtual or in-person - katie st ores can meet with you virtually on-line or at the physical office in mcminnville oregon. we use various types of communication, financial planning, and document sharing tools to help bring information to you efficiently and securely. st ores financial services is a 100% advisor-owned company. we are fiduciaries for our clients. we work for you! unlike commission brokers and bank salespeople, our first duty is to our clients. we align our interests with yours and focus on serving you.  we know that every client is unique. we do not make recommendations without first understanding you. after our discovery meeting, katie st ores develops a financial strategy that is tailored just for you, to help you achieve your goals and reach your full financial potential. your financial plan is prepared and monitored by katie st ores cfp® chfc® ea. katie is a licensed tax consultant, certified financial planner (cfp ®) and a chartered fi