Business risk management in Lake Oswego, OR
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M&G Insurance & Risk Management LLC
● ClosedM&G Insurance & Risk Management LLC is a reputable insurance agency located at 412 Jefferson Parkway in Lake Oswego, Oregon, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, M&G Insurance & Risk Management LLC is dedicated to helping individuals and businesses protect their assets and manage risks effectively. Their team of experienced professionals is committed to delivering top-notch customer service and ensuring that clients have peace of mind knowing that their insurance needs are in good hands. Contact M&G Insurance & Risk Management LLC today to learn more about their comprehensive insurance offerings.
412 Jefferson Pkwy suite 203, Lake Oswego, OR 97035, United States -
Aubrey Nielsen - State Farm Insurance Agent
● ClosedAubrey 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.
5915 SW Beaverton Hillsdale Hwy, Portland, OR 97221, United States -
Palladio Consulting LLC
● ClosedPalladio Consulting LLC is a finance institution located at 525 3rd Street in Lake Oswego, Oregon, United States. With a team of experienced financial consultants, Palladio Consulting LLC offers a wide range of financial services to individuals and businesses. From investment planning to risk management, their experts provide tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, Palladio Consulting LLC is dedicated to providing top-notch financial advice and support.
525 3rd St Suite 200, Lake Oswego, OR 97034, United States -
Gunnar Olson - State Farm Insurance Agent
● ClosedGunnar Olson - State Farm Insurance Agent is a dedicated insurance agency located at 8100 Southwest Nyberg Street in Tualatin, Oregon, United States. Gunnar Olson has been in the insurance industry since 2002 and is committed to providing personalized coverage at competitive prices. The agency is situated on the first floor of the Lakeside Building next to the Century Hotel. Gunnar Olson and his team strive to build long-lasting relationships with local community members, businesses, and families. They offer a wide range of insurance policies to cater to the individual needs of their customers. As a Tualatin resident and Oregon native, Gunnar understands the importance of ensuring that families and assets are properly protected.
8100 SW Nyberg St # 100, Tualatin, OR 97062, United States -
Russel Williams - State Farm Insurance Agent
● ClosedWelcome to Russel Williams - State Farm Insurance Agent located at 6105 West A Street, West Linn, Oregon. Our agency offers personalized insurance options to protect what matters most to you. Whether you need auto insurance, motorcycle insurance, home insurance, renters insurance, life insurance, or business insurance, we are here to help. Our team of experienced professionals is dedicated to providing efficient and professional service to customers in West Linn, Lake Oswego, Oregon City, Wilsonville, and surrounding areas. With a focus on Auto, Home, Life, and Small Business Insurance needs, we strive to be your first and preferred choice for Insurance and Financial Services. Our team members, including Tiffany, Susan, Amanda, and Rowena, are committed to helping you achieve your economic goals, protect your family, and provide you with the coverage you need. We are fluent in English and Spanish, ready to assist customers in Washington, Oregon, and California. Whether you need assistance with insurance quotes, risk management, or understanding different insurance products, we are here to support you every step of the way.
6105 W A St Ste C, West Linn, OR 97068, United States -
Ryan Gelbrich - State Farm Insurance Agent
● ClosedRyan Gelbrich - State Farm Insurance Agent is a trusted insurance agency located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With 53 years of combined insurance experience, we are dedicated to serving the entire state of Oregon, including Tigard, Tualatin, Beaverton, Hillsboro, Lake Oswego, West Linn, Wilsonville, and Sherwood. Our services include Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, Commercial Insurance, Pet Insurance, Financial Services, and more. We strive to provide great coverage at affordable prices to our valued customers. Our team is committed to simplifying insurance and finances, treating our customers like family, and offering sound recommendations to empower informed decision-making. We believe in being good neighbors in our community and giving back whenever possible. We offer FREE insurance quotes, 24/7 Good Neighbor service, and a welcoming office environment with refreshments.
15350 SW Sequoia Pkwy Suite 180, Portland, OR 97224, United States -
Woodruff Sawyer
● ClosedWoodruff Sawyer is an insurance agency located at 5005 Meadows Road, Lake Oswego, Oregon, United States. With offices throughout the US and global reach on six continents, we offer intellectual challenge, professional growth, and a collaborative environment. As one of the largest independent brokerage and consulting firms, we have been serving emerging tech companies to global giants for over a century. Our advanced specializations and industry expertise allow us to provide tailored solutions in insurance, risk management, and employee benefits. At Woodruff Sawyer, we help companies take risks that shape innovation by safeguarding directors and officers, aligning risk management strategies with overall business strategies, quantifying cyber risks, delivering cost-effective benefits programs, and protecting assets. Our team of experts provides reliable expertise, clear communication, and helpful market insights to deliver valuable results in a challenging insurance market.
5005 Meadows Rd #415, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Kimberly F. Perreira
● ClosedMerrill 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.
4004 Kruse Way Pl #100, Lake Oswego, OR 97035, United States -
Elk Rock Capital
● ClosedElk Rock Capital is a finance institution located at 201 B Avenue in Lake Oswego, Oregon, United States. Specializing in investment management, Elk Rock Capital offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Elk Rock Capital is dedicated to providing innovative and effective financial solutions for individuals and businesses alike.
201 B Ave Suite 280, Lake Oswego, OR 97034, United States -
SilverStone Group
● ClosedSilverStone Group, located at 4000 Kruse Way Place in Lake Oswego, Oregon, is a finance institution that is part of HUB Great Plains, a HUB International company. With over 75 years of experience, SilverStone Group offers customized benefits, risk management, retirement, and personal insurance services to meet the specific needs of both business and private clients. Their team of technically-oriented Associates work tirelessly to understand every aspect of each client's world before bringing their expertise to bear in order to help make the most of every resource. They combine strategy, analytics, technology, and decades of experience to help clients and their employees thrive. The institution's leadership team includes President and CEO John H. Nelson, Chairman John P. Nelson, Chief Sales Officer Grant Matthies, and other key leaders in various practice areas. Securities are offered through M Holdings Securities, Inc., and investment advisory services are offered through HUB Investment Advisors. SilverStone Group is a member of M Financial Group and holds relationships with various insurance markets to provide the best outcomes for clients.
4000 Kruse Way Pl #220, Lake Oswego, OR 97035, United States -
David Lehman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Lehman is a Financial Advisor at Ameriprise Financial Services, LLC located at 5000 Meadows Road in Lake Oswego, Oregon, United States. David holds multiple 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. David is dedicated to providing expert financial advice and guidance to individuals and small business owners, ensuring their financial goals are met with integrity and professionalism.
5000 Meadows Rd #450, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Richard A Barker
● ClosedMerrill Lynch Financial Advisor Richard A Barker, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution dedicated to helping clients make important financial decisions. Richard Barker is committed to building strong relationships with clients, focusing on personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can create flexible strategies to navigate changing market conditions. Richard Barker follows the Merrill tradition of community involvement, volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, clients can develop personalized financial plans centered on their goals. The team at Merrill Lynch Wealth Management works closely with clients to identify and define their goals, creating strategies that reflect their investment styles and life plans. By understanding clients' financial personalities and preferences, Merrill can customize approaches to help clients pursue their unique objectives. With a focus on ongoing communication and adjustments, the team at Merrill Lynch aims to help clients stay on track to achieve their financial goals. Richard Barker is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Clients can expect personalized investment strategies and comprehensive financial solutions from the Merrill team, supported by the resources of Bank of America. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. With a commitment to putting clients first and providing the latest investment insights, Merrill Lynch Financial Advisor Richard A Barker offers a dedicated and personalized approach to financial planning.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor David Thomas
● ClosedMerrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER. At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Forensic Accounting Experts
● ClosedForensic Accounting Experts is a reputable institution specializing in the field of forensic accounting, located at 5200 Meadows Road in Lake Oswego, Oregon, United States. With a team of highly skilled professionals, they provide expert services in the areas of accounting and finance, offering thorough investigations, analysis, and reporting for legal proceedings. Their dedication to accuracy and attention to detail make them a trusted resource for individuals and businesses in need of financial expertise.
5200 Meadows Rd Suite 200, Lake Oswego, OR 97035, United States
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