TOP 30 Advising services in Oregon

130 results found

The University Services Building is a central hub for student and administrative services at the university. Located at 617 Southwest Montgomery Street in Portland, Oregon, this building provides a wide range of resources and support for students, faculty, and staff. From academic advising and financial aid assistance to campus tours and event planning, the University Services Building is dedicated to helping individuals navigate their university experience. With a welcoming and knowledgeable staff, this institution is committed to providing top-notch services to the university community.

Meridian Wealth Advisors - Ameriprise Financial Services, LLC is a reputable finance institution located at 825 Northeast Multnomah Street in Portland, Oregon, United States. Specializing in wealth management and financial planning, their team of experienced advisors are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Meridian Wealth Advisors provides personalized solutions tailored to your individual needs. With a commitment to transparency and integrity, they strive to build long-lasting relationships with their clients based on trust and mutual success. Contact Meridian Wealth Advisors - Ameriprise Financial Services, LLC today to start planning for a secure financial future.

Willamette Christian Counseling and Psychological Services, located in Corvallis, Oregon, is led by Dr. William Moynihan, a licensed psychologist with over 20 years of experience. Dr. Moynihan offers individual and couples therapy for adults, as well as family therapy for children and adolescents. He specializes in treating a variety of mental health issues, including depression, anxiety, PTSD, and developmental life changes. Dr. Moynihan practices short term cognitive behavioral therapy and long term insight oriented psychotherapy, drawing from various therapeutic perspectives. He takes an active and interactive approach in his sessions, providing a supportive and engaging environment for his clients.

Douglas Marlow, Ph.D. - Advanced Advising, LLC is a leading health institution located at 3906 South Kelly Avenue in Portland, Oregon, United States. Dr. Douglas Marlow offers advanced advising services to individuals seeking personalized guidance and support for their health and wellness goals. With a Ph.D. in health sciences, Dr. Marlow provides expert advice and strategies to help clients achieve optimal physical and mental well-being. Whether you are looking to improve your fitness, nutrition, or overall health, Douglas Marlow, Ph.D. - Advanced Advising, LLC is dedicated to helping you reach your goals and live a healthier, happier life.

Breakaway Bookkeeping & Advising is a leading accounting and finance institution located at 22467 Southwest Ash Street in Sherwood, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and financial advising services to individuals and businesses alike. Whether you need help with balancing your books, managing your expenses, or planning for the future, our experts are here to assist you every step of the way. Trust Breakaway Bookkeeping & Advising to help you achieve your financial goals and secure a stable financial future.

Peregrine Asset Advisers is a reputable financial institution located at 9755 Southwest Barnes Road in Portland, Oregon, United States. Specializing in providing expert financial advice and asset management services, Peregrine Asset Advisers is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Peregrine Asset Advisers is committed to providing top-notch financial guidance and support.

New York Life- Jared Tevis, MSF is a trusted financial adviser and insurance agency located in Tigard, Oregon. With a focus on providing personalized financial solutions, Jared Tevis helps clients navigate the complexities of managing their finances and securing their future. As part of Eagle Strategies, a leading financial services provider, clients can expect expert guidance and tailored strategies to help them achieve their financial goals. Visit us at 8020 Southwest Pfaffle Street to learn more about how we can help you plan for a secure financial future.

Josh Brakel - Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Portland, Oregon, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, clients can gain a better understanding of their financial situation and take steps towards a more confident financial future. Background and qualification information for Josh Brakel can be found on FINRA's BrokerCheck website, ensuring transparency and trust in the advisor-client relationship. Clients can also access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information on the services provided.

Michael Morgan - Financial Advisor, Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street, Portland, Oregon, United States, is a finance institution specializing in providing wealth management services. As part of Wealth Strategy Partners, they have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2024. Michael Morgan offers personalized investment recommendations based on individual goals and risk tolerance, helping clients track their progress and adjust their financial approach as needed. Clients can access their accounts and investments securely from any device and receive regular updates on their financial goals. With a focus on building confidence and control over financial futures, Michael Morgan is dedicated to helping clients navigate the complexities of the market. Schedule a complimentary initial consultation to learn more about how Michael Morgan can help you achieve your financial goals. Please note that investment products involve risks and are not insured by the FDIC or any federal agency. Ameriprise Financial Services, LLC is a registered investment adviser and securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Morgan is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC for more information on financial planning and investment services.

Shawn Downey - Financial Advisor at Ameriprise Financial Services, LLC, located at 6650 Southwest Redwood Lane in Portland, Oregon, United States, offers personalized financial advice to help you achieve your goals. With a focus on understanding what truly matters to you, Shawn can assist with saving for college, planning for retirement, making smart investments, and more. The institution is backed by the Ameriprise Investment Research Group, providing expert guidance on market conditions and investment impacts. Schedule a complimentary initial consultation to begin your journey towards a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Shawn Downey's registration. Let's meet to discuss what's most important to you and start planning for tomorrow's goals today.

Kodi Hermann, a financial advisor at Ameriprise Financial Services, LLC, located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze your progress, Kodi helps you adjust your financial approach as life changes and tracks your progress towards your goals. Access your investments and accounts from any device securely and easily. Background and qualification information can be found on FINRA's BrokerCheck website, and a Client Relationship Summary Disclosure is available. Whether you're planning for retirement, education, or a major purchase, Kodi can assist you in achieving your financial goals. Schedule a complimentary initial consultation to learn more about how Kodi can help you navigate the current financial landscape and plan for a more secure future.

Mitchell Hurley, a financial advisor at Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street in Portland, Oregon, offers personalized investment and asset allocation recommendations tailored to individual goals and risk tolerance. As part of Wealth Strategy Partners, a Forbes Best-in-State Wealth Management Team for 2024, Mitchell Hurley is dedicated to helping clients achieve long-term financial success. Clients can track their progress towards their goals securely from any device and schedule a complimentary initial consultation to discuss their financial needs. With a focus on retirement planning, education savings, and major purchases, Mitchell Hurley provides ongoing support and updates to ensure clients stay on track. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Mitchell Hurley can conduct securities business with residents of states where he is properly registered. Contact Mitchell Hurley today to start planning for a more confident financial future.

Blake Schnell - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6650 Southwest Redwood Lane, Portland, Oregon, United States, offers comprehensive financial planning services to help clients achieve their financial goals and protect their assets. With a focus on preparing for the unexpected, including insurance solutions for health, life, disability, income, and long-term care, Blake Schnell provides personalized recommendations tailored to individual needs.

Ben Rollins - Financial Advisor at Ameriprise Financial Services, LLC, located at 10260 Southwest Greenburg Road in Portland, Oregon, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, clients can gain insight into their financial future. Prospective clients can schedule a complimentary initial consultation to learn more about the services offered by Ben Rollins and Ameriprise Financial Services, LLC. Background and qualification information can be accessed through FINRA's BrokerCheck website, providing transparency and peace of mind to clients.

Michael E Arthur, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1000 Southwest Broadway in Portland, Oregon, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Michael helps clients feel more confident and in control of their financial life. Background and qualification information for Michael E Arthur can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.

Rick Grad is a financial advisor at Ameriprise Financial Services, LLC located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, United States. Rick specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as needed. Clients can access their investments and accounts from any device and track progress towards their financial goals securely. Rick offers complimentary initial consultations for those interested in financial planning concepts and determining an appropriate investment strategy. He helps clients understand risk tolerance and how it impacts their investment decisions. Ameriprise Financial Services, LLC, where Rick works, is a registered investment adviser and offers investment advisory products and services. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.

Eric Ingmire, a financial advisor at Ameriprise Financial Services, LLC, located at 17040 Pilkington Road in Lake Oswego, Oregon, offers personalized financial planning services to help clients achieve their goals. If you're not already a client, you can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that this consultation does not include written analysis or recommendations. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services that involve risks such as possible loss of principal. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Eric Ingmire is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Contact Eric to discuss your financial priorities and start planning for a more secure future. Please refer to Ameriprise Financial's website for important disclosures and regulations regarding privacy, security, and email fraud. Your referrals are appreciated, and Eric will reach out to them soon to help them achieve their financial goals.

Kristen Salt - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway, Portland, Oregon, United States. They offer a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of wealth management, financial planning, and specialized areas such as military financial advising. Kristen Salt and her team are dedicated to providing comprehensive and ethical financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Maurice Valdivieso - Financial Advisor at Ameriprise Financial Services, LLC, located at 1000 Southwest Broadway in Portland, Oregon, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. Valdivieso works with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. Those interested in a complimentary initial consultation can learn more about how Valdivieso can help them achieve their financial goals. Securities offered by Ameriprise Financial Services, LLC, and investment advisory products and services are available through the registered investment adviser. Valdivieso is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to Valdivieso for assistance in achieving their financial goals. Privacy and security are a priority at Ameriprise Financial Services, LLC.

Ron Bright - Ameriprise Financial Services, LLC is a finance institution located at 1000 Southwest Broadway, Portland, Oregon, United States. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of the advisors at Ameriprise Financial Services, LLC. The institution offers a complimentary initial consultation for those looking to secure a more confident financial future, providing an overview of financial planning concepts. Investment products are not insured by the FDIC or any federal agency, and involve investment risks, but Ameriprise Financial Services, LLC is dedicated to helping clients navigate these risks and make informed decisions.

Compass Investment Advisers is a leading financial institution located at 4475 Southwest Scholls Ferry Road in Portland, Oregon, United States. Specializing in providing expert investment advice and guidance, Compass Investment Advisers helps clients navigate the complex world of finance to achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Compass Investment Advisers is dedicated to helping clients make informed decisions and secure their financial future.

ING Financial Advisers is a leading financial institution located at 5331 South Macadam Avenue in Portland, Oregon, United States. As a trusted name in the finance industry, our team of expert advisers are dedicated to helping individuals and businesses achieve their financial goals. With a wide range of services including investment planning, retirement planning, and wealth management, we are committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, ING Financial Advisers is here to help you every step of the way. Visit us today and let us guide you towards a brighter financial future.

Christopher Hall, a financial advisor at Ameriprise Financial Services, LLC, located at 17040 Pilkington Road in Lake Oswego, Oregon, offers complimentary initial consultations to help you plan for a more confident financial future. Please note that this offer is only valid in the United States. During the consultation, you will receive an overview of financial planning concepts, although no written analysis or recommendations will be provided. Investment products are not insured by the FDIC or NCUA, and involve risks including potential loss of principal. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Christopher Hall is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact us to discuss your financial goals and refer friends or family members for assistance in achieving their financial objectives. Please be aware of our website rules and regulations, as well as our privacy and security policies. Let's work together to secure a brighter financial future.

Transamerica Financial Advisers, Inc-Scott Whiteley is a finance institution located at 975 Willagillespie Road in Eugene, Oregon, United States. With a focus on providing expert financial advice and services, the institution is dedicated to helping individuals and businesses achieve their financial goals. Led by Scott Whiteley, a seasoned financial adviser, the institution offers a wide range of services including investment planning, retirement planning, estate planning, and more. With a commitment to excellence and personalized service, Transamerica Financial Advisers, Inc-Scott Whiteley is a trusted partner for all your financial needs.

Kelly Stepp, a Financial Advisor at Ameriprise Financial Services, LLC in Corvallis, Oregon, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, clients can track their progress towards financial goals securely online. Kelly Stepp provides complimentary initial consultations for those seeking a more confident financial future. Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks. Ameriprise Financial Services, LLC is a registered investment adviser, offering securities and advisory services. Kelly Stepp is registered in specific states for securities business. Referrals are welcomed, with clients receiving personalized attention to achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Kale Chalmers - Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road in Lake Oswego, Oregon, is an Ameriprise Platinum Financial Services® Advisor offering complimentary initial consultations for those interested in financial planning. With a focus on helping clients achieve their financial goals, Kale Chalmers provides an overview of financial planning concepts and discusses investment products and services available through Ameriprise Financial Services, LLC. As a registered investment adviser and member of FINRA and SIPC, Kale Chalmers is dedicated to providing personalized financial guidance to residents in states where he is properly registered. Clients can expect a thorough discussion on what is most important to them and can rest assured that Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Services, LLC website to review important disclosures, privacy and security policies, and information on email fraud prevention.

Old Mill Center - Pediatric Physical & Occupational Therapy is a health institution located at 1650 Southwest 45th Street in Corvallis, Oregon, United States. The institution focuses on providing specialized treatment and support to children and families to enhance healthy independence. Their Occupational & Physical Therapy program aims to build basic motor and sensory skills, enabling children to succeed in play, self-help skills, social interactions, and learning. Services are tailored to children with fine- and gross-motor delays, coordination challenges, eating and swallowing difficulties, and behavior challenges related to sensory processing. The physical therapy team helps children develop strength, flexibility, coordination, and balance to fully participate in daily activities. Appointments can be scheduled online, and the institution operates Monday to Friday from 8am to 6pm, with Saturday appointments available by prearrangement. Clients are advised to arrive 15 minutes early for appointments, bring insurance cards, and wear comfortable clothing suitable for movement. The institution accepts medical insurance and offers payment plans for deductibles and copayments. Each session typically lasts one hour, including 50 minutes of treatment and 10 minutes for discussing the session and explaining the home program. Therapists work closely with caregivers to demonstrate activities to do with the child and encourage open communication. It is important to cancel or reschedule appointments at least 24 hours in advance. For more information and appointments, contact Old Mill Center at 541-757-8068.

The FedEx Drop Box located at 120 Southeast 84th Street in Newport, Oregon, United States, offers convenient 24/7 drop-off services for FedEx Express, FedEx Ground, and FedEx SmartPost prelabeled shipments. You can choose between 1-, 2-, or 3-day shipping for FedEx Express, or opt for FedEx Ground for deliveries within 1-5 business days. Various package sizes are accepted at the drop box, including FedEx Express envelopes and boxes, as well as packages with your own FedEx label. The drop-off times may vary depending on the location, with some drop boxes offering extended hours and Saturday pickup options.

The FedEx Drop Box located at 825 Northeast Multnomah Street in Portland, Oregon, United States offers convenient 24/7 drop-off services for FedEx Express, FedEx Ground, and FedEx SmartPost prelabeled shipments. Customers can choose from 1-, 2- or 3-day shipping options for FedEx Express, or select FedEx Ground for shipments to arrive in 1-5 business days. Various packages are accepted at FedEx Drop Boxes, ranging from FedEx Express envelopes and boxes to packages with a FedEx label. Package sizes up to 20" x 12" x 6" are accepted at this location. Drop-off times may vary depending on the location, with some drop boxes offering extended drop-off times and Saturday pickup options.

University Transfer TRiO/SSS is a support program located at 203 College Drive in Grants Pass, Oregon, United States. This institution is dedicated to helping university students successfully transfer to four-year colleges and universities. With personalized academic advising, tutoring, and career counseling, TRiO/SSS provides the tools and resources necessary for students to achieve their academic and career goals. Whether you are a first-generation college student, low-income individual, or have a disability, TRiO/SSS is committed to helping you navigate the transfer process and succeed in your higher education journey.