Business financial planning in Portland, Oregon

Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC, located at 4380 South Macadam Avenue in Portland, Oregon, is a finance institution offering personalized financial planning services. Our Ameriprise financial advisors are registered to do business in certain U.S. states, ensuring expertise tailored to your specific needs. During the initial consultation, we provide an overview of financial planning concepts to discuss what matters most to you. While we cannot guarantee future financial results, we strive to help you achieve your goals. Additionally, we prioritize privacy and security, adhering to strict regulations and guidelines. By referring your friends or family members to us, you can help them reach their financial aspirations. Contact us today to start the conversation about your financial future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Justin Samples is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4380 South Macadam Avenue in Portland, Oregon, United States. Justin holds various certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase his expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Justin is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuing education, Justin ensures that his clients receive the highest level of service and expertise in their financial planning journey.

Next Financial Group: Ward Terri D CPA is a leading accounting and finance institution located in Portland, Oregon. With a focus on providing expert financial services to individuals and businesses, Ward Terri D CPA offers a wide range of services including tax preparation, financial planning, and investment management. Their team of experienced CPAs is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Conveniently located at 4650 South Macadam Avenue, Next Financial Group: Ward Terri D CPA is committed to providing top-notch financial services to the Portland community.

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.

Patrick Schmitt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1000 Southwest Broadway in Portland, Oregon, United States. Patrick holds various certifications including 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®. Patrick specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Patrick is dedicated to helping clients achieve their financial goals and secure their financial future.

Melanie Finkle - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6500 SW Beaverton Hlsdl Hwy in Portland, Oregon, United States. Melanie Finkle holds various certifications including 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®, CFP®, 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 demonstrate Melanie Finkle's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and more. Melanie Finkle is dedicated to upholding a code of ethics and staying current with industry trends to best serve her clients' needs.

New Outlook Financial, LLC is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure a loan, we are here to provide personalized guidance and support. Visit us at 833 Southwest 11th Avenue to start your journey towards a brighter financial future with New Outlook Financial, LLC.

Thomas Hoover is a financial advisor at Ameriprise Financial Services, LLC located at 6500 SW Beaverton Hlsdl Hwy in Portland, Oregon, United States. Thomas holds various certifications 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®. Thomas specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products. Through his expertise and commitment to excellence, Thomas helps clients make informed financial decisions and achieve their long-term financial goals.

Shawn Colucy - Financial Advisor, Ameriprise Financial Services, LLC, located at 10260 Southwest Greenburg Road in Portland, Oregon, offers personalized financial planning to help clients get closer to their retirement goals. By answering specific questions tailored to your life stage, you can gain insight into your financial future. With a background in finance and qualifications available on FINRA's BrokerCheck website, Shawn Colucy provides expert advice on stock prices and market trends. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.

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.

Stephen M Aaron is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7450 Southwest Beveland Street in Portland, Oregon, United States. Stephen holds various certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, 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 demonstrate Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Stephen is dedicated to providing personalized financial advice to individuals and small business owners, helping them make informed decisions to achieve their financial goals.

Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road, Portland, Oregon, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution aims to provide comprehensive financial planning and wealth management services to individuals and businesses, with a focus on ethical and professional standards. Erin Dwyer is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.

Levi Deshaw is a Financial Advisor at Ameriprise Financial Services, LLC located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. Levi holds various certifications including 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®. Levi specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Levi is dedicated to upholding the highest standards of ethics and expertise in the field of finance, ensuring that clients receive tailored and strategic financial advice to meet their unique needs and goals. Contact Levi Deshaw today for expert financial guidance and planning.

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.

Kristin Lyman, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 10220 Southwest Greenburg Road in Portland, Oregon, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Kristin Lyman is well-equipped to provide expert guidance on asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Kristin Lyman can help you navigate the complex world of finance with professionalism and integrity. Contact Kristin Lyman today to start planning for a secure financial future.

CS Planning Corp. (CSP) is a finance institution located at 3395 Southwest Garden View Avenue in Portland, Oregon, United States. CSP provides advisors with a dedicated support team to handle daily administrative tasks, allowing advisors to focus on delivering top-notch service to their clients. With years of experience, CSP offers customized solutions for financial advisors looking to outsource trading, reporting, billing, and technology-related activities. By partnering with CSP, advisors can streamline their business processes, increase their competitive edge, and maintain a clear emphasis on wealth management and financial planning for their clients. CSP operates on the belief that advisors should spend their time working directly with clients to help them achieve their financial goals. Through CSP, advisors gain access to a large, experienced support team, dedicated custodian services, and a network of fellow advisors for business continuity. By outsourcing daily administrative tasks to CSP, advisors can free up time for client-facing and marketing-related activities, while ensuring operational workflows are handled efficiently.

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.

Jackson Schwarz is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 10220 Southwest Greenburg Road in Portland, Oregon, United States. Specializing in finance, Jackson Schwarz holds various certifications 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products, Jackson Schwarz provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, as a Certified Military Financial Advisor®, Jackson Schwarz is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuous education, Jackson Schwarz is dedicated to helping clients achieve their financial goals and secure their financial future.

Mapmakers Financial - Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road in Portland, Oregon, United States. As a recipient of the Ameriprise Client Experience Award in 2023, they offer complimentary initial consultations to discuss financial planning concepts. Their financial advisors are registered to do business in certain U.S. states and can provide insight on stock market trends and the current bull market rally. Clients can access background and qualification information on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results, but they are committed to helping clients achieve their financial goals. Users of their website are bound by their rules and regulations, and the institution prioritizes privacy and security for their clients. Partnering with Ameriprise Financial Services, LLC means gaining access to a team dedicated to helping individuals and families navigate their financial journey.

Bridgetown Legacy Advisors - Ameriprise Financial Services, LLC is a finance institution located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes the importance of financial wellness for the whole family, crafting personalized financial strategies for each generation. They provide multi-generational financial planning experiences and empower family members to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. Clients can access their investments and accounts from any device and track their progress towards their goals securely. The institution also offers resources on financial literacy and important disclosures for users of their website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Raymond James Financial Services is a prominent finance institution located at 5440 Southwest Westgate Drive in Portland, Oregon, United States. With a strong reputation in the industry, Raymond James offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.

Travis Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC, located at 6500 Southwest Beaverton Hillsdale Highway, Portland, Oregon, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Travis Van Dyke provides comprehensive financial planning tailored to meet the individual needs of clients. From asset management to retirement planning, estate planning, and investment opportunities, Travis Van Dyke is dedicated to helping clients achieve their financial goals. With a focus on ethical practices and continued education, Travis Van Dyke is committed to providing top-notch financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or tax planning, Travis Van Dyke has the expertise and knowledge to help you navigate the complex world of finance. Contact Travis Van Dyke today to start planning for a secure financial future.

Kayla Van Horn is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street in Portland, Oregon, United States. Kayla holds various certifications 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 demonstrate her expertise in asset management, retirement planning, estate planning, investment management, and more. Kayla is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Kayla Van Horn for comprehensive financial planning services tailored to your specific needs.

JDJ Financial is a reputable finance institution located at 12135 Southwest Lesser Road in Portland, Oregon, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, JDJ Financial is here to help. Trust us to help you reach your financial goals and secure your future.

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.

ENOW Financial is a leading finance institution located in the heart of Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking to invest, save, or plan for the future, ENOW Financial has the expertise and resources to help you achieve your financial goals. Visit us at 650 Northeast Holladay Street to learn more about how we can assist you with your financial needs.

Andrew Pollack is a financial advisor at Ameriprise Financial Services, LLC located at 3939 Northeast Hancock Street in Portland, Oregon. With a background and qualifications available on FINRA's BrokerCheck website, Andrew Pollack specializes in helping clients navigate the complexities of the financial world. He can only conduct securities business with residents of specific states where he is properly registered, as listed on FINRA's BrokerCheck. During the initial consultation, clients receive an overview of financial planning concepts without written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results, but strives to provide valuable insights and guidance to clients. By adhering to the Ameriprise Financial Website Rules and Regulations, users can access important information about corporate entities, disclosures, privacy, and security. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes the financial goals and well-being of clients. Referrals are welcomed and Andrew Pollack looks forward to helping friends and family members achieve their financial aspirations. With a commitment to privacy and security, Ameriprise Financial Services, LLC provides an Online Security Guarantee and resources to combat email fraud. Contact Andrew Pollack today to discuss what matters most to you and explore the potential for a positive backdrop in the stock market.

Ray Ozyjowski - RBC Wealth Management Financial Advisor is a reputable financial institution located at 805 Southwest Broadway in Portland, Oregon. As a trusted financial advisor, Ray Ozyjowski provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Ray Ozyjowski is dedicated to helping individuals and businesses build and protect their wealth. Contact Ray Ozyjowski - RBC Wealth Management Financial Advisor today for professional financial advice and services.

Raymond James Financial Services is a finance institution located at 650 Northeast Holladay Street in Portland, Oregon, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, the experienced professionals at Raymond James are dedicated to providing expert guidance and support. Trust Raymond James Financial Services to help you navigate the complexities of the financial world and secure your financial future.

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.