Government / Non-Profit

We are developing a venture named GRM (Governmental Resource Management).  When the tools and information we believe will be most useful to a wide variety of local governments are developed to a degree satisfactory to best practice standards, we will publish them under the GRM label. Until then, we will soon be adding a range of tools that we have been using to assist local governments manage their finances and compliance efforts.

*Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Umpqua Valley Financial, is not affiliated with LPL Financial. LPL does not provide tax preparation services. All tax preparation services are provided by Umpqua Valley Financial and are separate from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Idaho, and Arizona.