TOP 10 Bank services in Lake Oswego, Oregon

Umpqua Bank, located at 201 B Avenue in Lake Oswego, Oregon, is a full-service financial institution that prioritizes people and the communities they live in. Whether you are looking for personal banking services, business banking solutions, or private banking options, Umpqua is here to help. With a focus on building economic vitality together, Umpqua offers a range of financial products and services tailored to meet the specific needs of their customers. For businesses of all sizes, Umpqua Bank provides business checking, savings, loans, and credit cards, as well as financing options such as lines of credit, SBA loans, and real estate loans. Their team of business bankers offers expert analysis and added services like cash management to help businesses reach their goals.

The U.S. Bank Branch located at 333 South State Street in Lake Oswego, Oregon is a trusted financial institution offering a wide range of banking services to meet the needs of individuals and businesses. With a commitment to excellent customer service and innovative financial solutions, this branch is dedicated to helping customers achieve their financial goals. Whether you are looking to open a checking account, apply for a loan, or explore investment options, the knowledgeable staff at this U.S. Bank Branch is here to assist you every step of the way. Visit us today to experience the convenience and security of banking with U.S. Bank.

U.S. Bank - Wealth Management Banker: Grayson Biggs is a prestigious financial institution located at 333 South State Street in Lake Oswego, Oregon, United States. As a dedicated wealth management banker, Grayson Biggs provides personalized financial services and expert guidance to clients looking to grow and protect their assets. With a focus on investment strategies, retirement planning, and estate management, U.S. Bank offers comprehensive wealth management solutions tailored to each client's unique financial goals and needs. Trust U.S. Bank - Wealth Management Banker: Grayson Biggs to help you secure your financial future and achieve long-term success.

U.S. Bank - Wealth Management Banker: Ruth Bangert is a financial institution located at 14800 Kruse Oaks Boulevard in Lake Oswego, Oregon, United States. Specializing in wealth management services, Ruth Bangert and her team provide personalized financial solutions to help clients achieve their financial goals. With a focus on building and preserving wealth, they offer a range of services including investment management, retirement planning, estate planning, and more. Trustworthy and experienced, Ruth Bangert is dedicated to helping clients make informed decisions and secure their financial future.

Aubrey Nielsen - State Farm Insurance Agent is a trusted insurance agency located at 5915 Southwest Beaverton Hillsdale Highway in Portland, Oregon. Aubrey Nielsen, a dedicated agent with years of experience in the financial industry, leads a small and close-knit team that prioritizes customer care and satisfaction. The agency serves a wide range of customers in the Hillsboro, Beaverton, Tigard, Lake Oswego, Raleigh Hills, and greater Portland areas. With a warm and welcoming atmosphere, Aubrey's agency stands out from others by focusing on building relationships with customers rather than using high-pressure sales tactics. Aubrey is actively involved in the community and supports organizations that help the Portland area thrive, such as the Raleigh Hills Business Association, the Bridlemile Foundation, and Girls Inc of the Pacific Northwest. Additionally, the agency sponsors events like Movies in the Park and National Night Out to connect with neighbors and contribute to community engagement.

Diana Higgins - State Farm Insurance Agent is a trusted insurance agency located at 5 Centerpointe Drive in Lake Oswego, Oregon. With a focus on helping you save money while protecting what matters most to you - your family, belongings, and finances - Diana Higgins offers customizable coverage plans tailored to your needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or even coverage for recreational vehicles, Diana Higgins can help you find the right solution. State Farm is the largest auto insurance provider in the U.S., offering a variety of options for your specific needs. In addition to insurance coverage, Diana Higgins also offers assistance with life insurance, health insurance, and even banking services through an alliance with U.S. Bank. Whether you're looking to secure your family's financial future with life insurance or find the right health insurance plan for your needs, Diana Higgins is here to help. With a focus on providing personalized service and finding the best options for you, Diana Higgins is your go-to resource for all your insurance and financial needs in Lake Oswego, Oregon. Contact Diana Higgins today to start building a plan that works for you.

Teresa Barnard - State Farm Insurance Agent is a well-established insurance agency located at 5200 Southwest Meadow Avenue, Lake Oswego, Oregon, United States. Since 1999, we have been providing insurance and financial services in Oregon and Washington. Our services include auto insurance, renters insurance, home and condominium insurance, banking, life insurance, health insurance, flood insurance, and business insurance. At our agency, we prioritize the safety and well-being of our clients. We offer valuable information on topics such as carbon monoxide poisoning prevention, safe driving tips for teenagers, and rural road driving safety. We also provide guidance on sensitive personal information protection and investment considerations.

Located at 17790 Pilkington Road in Lake Oswego, Oregon, Plaid Pantry is a one-stop-shop for all your convenience needs. This institution offers a wide variety of snacks, hot and cold drinks, and other grocery items. With a focus on providing healthier choices, Plaid Pantry also carries organic, GMO-free, and fair trade products. Open 24 hours a day, 7 days a week, Plaid Pantry is a trusted local neighborhood store that has been serving the community since 1963. In addition to groceries and snacks, Plaid Pantry also offers ATM services for cash withdrawals and other banking needs. With over 100 locations in the greater Portland area, Plaid Pantry is a convenient option for those looking for a quick and easy shopping experience. If you're interested in joining the team, Plaid Pantry is currently hiring - visit their website to apply today.

OnPoint Community Credit Union is a financial institution located at 6300 Meadows Road in Lake Oswego, Oregon, United States. Offering a range of services including ATM access, banking, and finance, OnPoint is dedicated to providing convenient and efficient solutions for all your financial needs. Business Bundle Rewards program offers discounts and bonuses to help businesses save money and streamline operations. To qualify, simply open a Business Savings and Checking Account with Digital Banking and two additional services.

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 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.

The Bridgeport Group - Morgan Stanley is a renowned financial institution located at 4800 Meadows Road in Lake Oswego, Oregon, United States. As a part of the Morgan Stanley family, the Bridgeport Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Visit the Bridgeport Group - Morgan Stanley today for expert advice and top-notch financial services.

RMH Plumbing LLC, located at 1284 South Alpine Street in Cornelius, Oregon, is a trusted plumber serving both commercial and residential clients. Owned by Robert Healy, a journeyman plumber with over 25 years of experience, RMH Plumbing specializes in plumbing repairs and services including new construction, multi-family remodel/repair, and residential service and repair. With competitive rates and free estimates, RMH Plumbing is licensed, bonded, and insured to ensure high-quality work. The team at RMH Plumbing strives to exceed expectations by providing exceptional service and using the highest quality parts and equipment.

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.