TOP 30 Bank of america financial services in Oregon

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The Bank of America Financial Center located at 390 High Street Northeast in Salem, Oregon is a leading institution in the world of banking and finance. With a strong presence in the United States, this branch offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Their team of experienced professionals are dedicated to helping customers achieve their financial goals and providing top-notch customer service. Whether you're looking to open a new account, apply for a loan, or simply need assistance with your finances, the Bank of America Financial Center in Salem is here to help.

Bank of America (Lobby Service Only) at 1841 South Molalla Avenue in Oregon City, Oregon offers a range of financial services to meet your banking needs. Our friendly and knowledgeable staff are available to assist you with account inquiries, deposits, withdrawals, and other transactions. Whether you are a personal or business customer, we are here to help you manage your finances efficiently and securely. Visit us at our convenient location to experience the trusted service and expertise of Bank of America.

Bank of America located at 3803 Center Street Northeast in Salem, Oregon is a convenient financial institution offering a range of banking services. With a drive-thru ATM on site, customers can easily access their accounts and complete transactions without leaving their vehicle. Whether you need to deposit a check, withdraw cash, or speak with a banking representative, Bank of America provides a convenient and efficient way to manage your finances. Visit us today to experience top-notch customer service and secure banking options.

Merrill Lynch Financial Advisor Kimberly F. Perreira is a finance institution located at 4004 Kruse Way Place, Lake Oswego, Oregon, United States. Managing your wealth with Kimberly begins with a comprehensive understanding of your financial situation and goals. By creating a flexible strategy tailored to your needs and providing access to investment insights from Merrill and banking solutions from Bank of America, Kimberly can help you pursue your financial goals through personalized wealth management strategies. Kimberly follows the Merrill tradition of community involvement and volunteers with local organizations. With the Merrill Personal Wealth Analysis™, Kimberly can build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand your priorities and values, Kimberly can help you make informed investment decisions and trade-offs to reach your meaningful goals.

Merrill Lynch Financial Advisor Sun Lee is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Sun Lee is a dedicated financial services professional who works with families, individual investors, and business owners to define and achieve their financial goals. Sun collaborates with Merrill Lynch Wealth Management specialists and Bank of America banking specialists to provide services such as retirement planning, education savings, estate planning, insurance, and asset preservation. Each client receives personalized attention to ensure their unique financial circumstances are addressed. Sun Lee is a Certified Financial Planner™ and holds other prestigious designations in the field. She believes in building strong client relationships based on trust and personalized service. By listening to clients' needs and goals, Sun helps them make confident financial decisions. The institution offers personalized financial plans centered on clients' goals and priorities, with a focus on lifelong wealth management. With access to the resources of Merrill Lynch and Bank of America, Sun Lee helps clients address their financial needs and achieve their goals. By staying connected with clients and adapting to changes in their lives and the financial markets, Sun Lee ensures that clients remain on track to reach their objectives. The institution is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With a focus on understanding clients' individual needs, Merrill Lynch Financial Advisor Sun Lee offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.

Merrill Lynch Financial Advisor Gregory Soergel, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers personalized financial strategies to help clients pursue their long-term goals. The institution takes the time to understand the needs and goals of each individual or organization they work with, providing tailored services to guide investment programs and decision-making. Supported by a team of specialists and resources from Bank of America Corporation, Merrill Lynch Financial Advisor Gregory Soergel helps create strong, compliant benefits programs that engage employees and align with budget objectives. As a Retirement Benefits Consultant and Accredited Financial Advisor, the institution adds value to defined contribution plans by offering expertise and personalized service. With a commitment to building strong client relationships based on trust, Merrill Lynch Financial Advisor Gregory Soergel strives to provide comprehensive financial solutions for individuals and organizations alike.

Merrill Lynch Financial Advisor Michael A Hogan, located at 1211 Southwest 5th Avenue, Portland, Oregon, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be paired with advisors best suited to their needs. Hogan's mission is to deeply understand each client's financial picture and create a personalized wealth management strategy to help pursue their goals. By focusing on potential solutions and turning goals into reality, Hogan helps clients manage, grow, and preserve their wealth. Through access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a financial approach tailored to their needs. The institution offers an Investment Personality Assessment to help customize the financial approach based on each client's investing preferences. Success is measured by the progress made towards reaching financial goals, with adjustments made as needed. With a focus on bringing fresh perspectives to financial life, Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, Merrill goes beyond the traditional role of an advisor by providing a broad range of brokerage, investment advisory, and other services. Consulting legal and tax advisors before making financial decisions is recommended.

Merrill Lynch Financial Advisor Katherine L. O'Brien is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Katherine can help create a flexible strategy tailored to today's changing market conditions. She provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. With Merrill Personal Wealth Analysis™, Katherine can help build and document a personalized plan centered on your goals. Her team is dedicated to building strong client relationships based on trust and personalized service. As a financial advisor at Merrill Lynch Wealth Management, Katherine focuses on your family, goals, and priorities, adapting to changes over time. Her mission is to understand you and your goals, designing a personalized plan to help you pursue financial success while managing investment risk. By focusing on potential solutions, Katherine helps turn your goals into reality. She believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve what's most important. Let's work together to help you achieve your financial goals with a customized investment approach designed for your unique needs. Contact Katherine O'Brien to get the latest investment insights and strategies to live your best financial life.

Merrill Lynch Financial Advisor Gregory M Ilg, located at 800 Willamette Street in Eugene, Oregon, is a finance institution dedicated to managing your wealth with a personalized approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Ilg can help create a flexible strategy tailored to your unique financial goals. By participating in the community and volunteering with local organizations, Gregory Ilg demonstrates a commitment to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Gregory Ilg can help you build a personalized plan centered on your goals and focused on what you want to achieve. By understanding your investment personality and preferences, he can customize a financial approach to help you pursue what matters most to you. With regular check-ins to discuss changes in your life and financial markets, Gregory Ilg aims to help you stay on track to achieve your goals.

Merrill Lynch Financial Advisor Sally Stender Kesey is a finance institution located at 800 Willamette Street in Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Sally Stender Kesey focuses on understanding your family, goals, and priorities to help you pursue your financial goals while managing investment risk. The institution believes in creating personalized plans to help you manage, grow, and preserve your wealth today and for the future. Through the Investment Personality Assessment, they aim to understand your investing preferences and create a customized financial approach tailored to your needs. The team at Merrill Lynch Wealth Management is committed to helping you achieve your financial goals by staying on track, regardless of market fluctuations or life changes. By getting to know you personally and understanding what matters most to you, they can offer advice and guidance to help you address challenges and reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Sally Stender Kesey is dedicated to helping you live your best financial life.

Merrill Lynch Financial Advisor Brandon Perkins is located at 1255 Lee Street Southeast, Salem, Oregon, United States. Brandon Perkins is a Senior Vice President and Senior Financial Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. He is committed to building and maintaining strong relationships with clients, providing customized advice and guidance to individuals, couples, families, and businesses. Brandon's areas of focus include investment management, retirement planning, education funding, and wealth transfer strategies. He has a background in banking and lending services, as well as experience in working with business owners on retirement planning initiatives. Brandon believes in building long-term relationships with clients, tailored to their evolving life priorities and interests. He is dedicated to helping clients achieve their financial goals through personalized plans centered on their aspirations. With access to the resources of Merrill and Bank of America, Brandon works with clients to develop financial approaches designed to address their needs. Brandon and his team are committed to building strong client relationships based on trust and personalized service. To learn more about the services offered by Merrill Lynch Financial Advisor Brandon Perkins, visit the institution at 1255 Lee Street Southeast, Salem, Oregon, United States.

Merrill Lynch Financial Advisor Spencer Arn is a reputable finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. The team of experienced and talented advisors at Merrill Lynch is dedicated to providing exemplary client service, supported by the global resources of Merrill. They focus on building strong client relationships based on trust and personalized service, tailored to each client's family, goals, and priorities. The advisors at Merrill Lynch work closely with clients to design and implement personalized financial plans to help them pursue their goals while managing investment risk. Through the Merrill Personal Wealth Analysis™ tool, clients can build and document a plan centered on their goals. The advisors at Merrill Lynch understand that both life and financial markets can change over time, and they are committed to helping clients stay on track to achieve what's most important to them. With access to comprehensive financial solutions from Bank of America, Merrill Lynch Wealth Management Advisors can provide personalized investment strategies to address clients' needs and goals. Whether you are looking for investment insights, tips, or strategies, the team at Merrill Lynch is here to help you live your best financial life.

Merrill Lynch Financial Advisor Brendan Price, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a Vice President with over 15 years of experience in the financial services industry. Brendan assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. He specializes in helping clients navigate important financial transitions such as retirement, inheritance, or the sale of a business. Brendan also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. At Merrill Lynch Wealth Management, Brendan focuses on building strong client relationships based on trust and personalized service. He works with a team of talented individuals to develop personalized plans centered on clients' goals and priorities. By listening carefully to clients' needs and aspirations, Brendan helps design and implement financial plans to help them pursue their financial goals while managing investment risk.

Merrill Lynch Financial Advisor Samuel L Stender is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Registered Senior Wealth Management Client Associate focuses on understanding the client's family, goals, and priorities to create a personalized financial plan. The institution offers various services such as investment insights, banking solutions, and personalized financial approaches to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management are committed to helping clients achieve their goals by getting to know them personally and creating a customized investment approach. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and clients should consult their legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Bill Swancutt, located at 1255 Lee Street Southeast in Salem, Oregon, is a trusted finance institution dedicated to providing clients with top-tier wealth and investment management services. The Swancutt, Perkins, and Danek Group offers a refined planning process and disciplined approach to address a wide range of financial needs, from retirement planning to wealth transfer. Recognized as one of the Forbes "Best-In-State Wealth Management Teams" in 2024 and 2023, our team collaborates effectively with clients' attorneys, CPAs, and specialists within Merrill Lynch Wealth Management and Bank of America. We pride ourselves on building strong relationships with our clients, visiting them whenever possible to anticipate their evolving needs and priorities. Our high-energy team, led by Kristen Pardun and Erin Budke, is committed to providing clients with ease, convenience, and long-term well-being. With a focus on preserving client wealth and building confidence through disciplined investing, we customize client portfolios across asset classes and industries. Our wealth management approach is rooted in open dialogue, robust communication, and a clear path toward the future that clients envision for themselves and their loved ones. We are honored to guide clients through critical financial crossroads with attentiveness, reliability, and empathy. At Merrill Lynch Financial Advisor Bill Swancutt, we prioritize integrity and care in serving our clients, honoring the trust they have placed in us.

Merrill Lynch Financial Advisor Anthony Vredenburg is a finance institution located at 1255 Lee Street Southeast, Salem, Oregon, United States. They specialize in managing wealth by creating personalized strategies based on each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer personalized wealth management strategies to help clients pursue their financial goals. By conducting a Merrill Personal Wealth Analysis™, they can build a comprehensive plan centered on the client's aspirations and priorities. Their team of advisors focuses on understanding each client's family, goals, and priorities, adapting their approach as life changes. They use the Investment Personality Assessment to tailor their financial strategies to align with the client's preferences and goals. With a commitment to ongoing communication and review, they help clients stay on track to achieve their financial objectives. Anthony Vredenburg is registered to do business in multiple states and holds certifications from the CFP Board and The American College of Financial Services. They offer a range of services including investment advisory, financial planning, and more. Clients can expect personalized investment strategies and comprehensive financial solutions from Merrill Lynch Wealth Management Advisors.

Merrill Lynch Financial Advisor Dustin R Tanquary is a trusted finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. The Barsotti Tanquary Group, of which Dustin R Tanquary is a part, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They are dedicated to being your primary source for financial advice and guidance, ensuring that you value the dedication and diligence offered at each step of the financial planning process. The team at Merrill Lynch Financial Advisor Dustin R Tanquary shares a common goal: to help you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. They prioritize your personal perspective and priorities, aiming to bring simplicity and transparency to the complexities of finance. Their goal is to make planning for the future an exciting journey that helps you reach your financial goals.

Merrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.

US Trust is a financial institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As an ATM, bank, and finance institution, we offer a wide range of services to help you achieve your financial goals. From sophisticated business and wealth strategies to philanthropic initiatives, we are here to help transform your world. Our team of professionals provides world-class expertise and personalized plans tailored to your needs. Backed by Bank of America Private Bank, one of the world's most powerful financial institutions, we offer resources and digital access from banking to CIO insights. Whether you are looking to share your wealth with future generations, protect your legacy, or navigate the art world, our customized solutions can help you prepare for what's next.

Merrill Lynch Private Wealth Advisor Kevin Robertson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a renowned finance institution offering industry-leading research and expert analysis to help clients stay ahead in their financial endeavors. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals dedicated to providing seasoned advice and insight to clients during major financial and life transitions. As part of Merrill Private Wealth Management, the advisors at this institution are rigorously trained to meet specialized needs with personalized service based on trust. The team has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Clients have access to services and resources typically reserved for large institutions, and the advisors work with individuals, families, business owners, and executives using a goals-based wealth management approach.