TOP 10 Customized financial planning in Sandy, Oregon

Edward Jones - Financial Advisor: Luke Forristall, CFP® is a reputable financial institution located at 38750 Proctor Boulevard in Sandy, Oregon, United States. As a Certified Financial Planner, Luke Forristall provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Luke Forristall and his team are dedicated to providing the highest level of financial expertise and customer service. Visit Edward Jones today to start your journey towards financial success.

Farmers Insurance - David Hamburg is an insurance agency located at 2053 Northeast Burnside Road in Gresham, Oregon. As a local Farmers agent in Gresham and Sandy, David Hamburg helps customers find the insurance coverage that best fits their needs. With 32 years of experience, he can assist with auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, David can simplify the process and help you make informed decisions. If you're looking for competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years and will be there for you in the event of a disaster. From protecting your home to your personal belongings with renters insurance, David can help you create a plan to provide financial support for your loved ones.

Amanda Kimber - State Farm Insurance Agent is an insurance agency located at 39085 Pioneer Boulevard, Sandy, Oregon, United States. Situated in Heritage Square near Joe's Donuts and Ace Hardware, the agency prioritizes customer service and offers virtual appointments for insurance and financial needs during the colder months. Specializing in auto, home, life, renters, business, boat, motorcycle, and pet insurance, the agency serves the communities of Troutdale, Wood Village, Fairview, Gresham, Boring, Sandy, Damascus, Estacada, Portland, and surrounding areas in Oregon and Washington. Born and raised in Troutdale, the agent, Amanda Kimber, is dedicated to serving the Sandy community where she resides. She graduated from Mt. Hood Community College and is actively involved in volunteering in the community. The agency works alongside local businesses in Multnomah and Clackamas County to protect clients' assets and offer a range of insurance options.

Farmers Insurance - Cody Giusto is an insurance agency located at 39261 Proctor Boulevard in Sandy, Oregon, United States. As a local Farmers Insurance® and Financial Services agent, Cody Giusto helps customers identify insurance coverage and financial strategies that best fit their needs and goals. With over 10 years of experience, Cody has the knowledge and tools to help customers understand their coverage options, including auto, home, life, renters, investing, and business insurance. Cody, who has lived in the Sandy community his whole life, truly cares about protecting the community and understanding unique needs. Customers can visit Cody's office above the Trattoria Restaurant in Sandy to learn more about insurance and financial decisions. Additionally, Cody offers mortgage loan and origination services through representatives of Rocket Mortgage. Farmers Insurance® is not involved in mortgage loan services. Customers can get quotes for auto, home, renters, life, business, and condo insurance, as well as personal umbrella insurance for added protection. Cody also offers assistance with building financial plans and can help customers reach their goals. Securities are offered through Farmers Financial Solutions, LLC. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates underwrite insurance policies. Life insurance is issued by Farmers New World Life Insurance Company. Each insurer has sole financial responsibility for its own insurance products. Contact Cody Giusto at Farmers Insurance for personalized insurance and financial services.

Rivermark Community Credit Union is a trusted financial institution located at 4730 Northeast Sandy Boulevard in Portland, Oregon. With a focus on serving the community, Rivermark offers a wide range of banking services including checking and savings accounts, loans, and investment options. Customers can easily access their accounts through the on-site ATM or online banking platform. With a commitment to providing excellent customer service and competitive rates, Rivermark Community Credit Union is a top choice for all your financial needs.