Practice Groups  |  Healthcare Providers  |  Financial Institutions  |  Assurance  |
Tax  |  Financial Executive Search




Working with financial institutions has been one of the cornerstones of our business. This is why Symonds, Evans & Company is able to go beyond routine thinking and give our clients an extra dimension of service which enables them to achieve their goals and objectives. Our financial institution clients appreciate the fact that we are large enough to offer the depth and breadth of services you would expect of the largest firms, yet with the type of close, personal attention of a smaller, readily accessible firm.

No "Reinventing the Wheel"

Because we thoroughly understand the industry, you won't have to educate our team every time you sit down to work with us. We are experienced and ready to help you meet your challenges. Symonds, Evans & Company provides assurance, tax, and consulting services that give you the important tools necessary to manage and lead your financial institution into the future.

Assurance Services

On the surface, most audited financial statements appear very similar. However, our approach in conducting an audit, or other assurance services, provides extra value to you. You get an independent, objective audit opinion, as well as written recommendations on how to develop and improve policies and procedures, which will contribute to your institution's strength and future growth.

Income Taxes

Tax compliance and tax planning are critical to every financial institution. Maintaining close contact with our tax professionals provides your management team with the vital information and insight necessary for properly structuring transactions while limiting your institution's tax liability.

Other services

As a result of our expertise we are able to provide our clients with a multitude of services including the following:

·  Merger and acquisition planning, structuring, due diligence, and reporting
·  Capital planning
·  Strategic planning
·  Internal audit outsourcing
·  Computer and technology services
·  Peer group analysis
·  Loan review services
·  Internal control systems review
·  Regulatory compliance
·  SEC reporting
·  Board education and assistance
·  Deferred compensation planning

Executive Recruitment

With financial institutions facing the challenges of finding qualified personnel to effectively run their business, Symonds, Evans & Company can access our extensive network of CEO's, CFO's, controllers, loan officers, board members, etc. to assist you in your search.

Useful Links

American Bankers Association
Federal Deposit Insurance Corporation
Oregon Bankers Association
Oregon Department of Consumer and Business Services
Securities and Exchange Commission