TOP 30 Customized financial services in Lake Oswego, Oregon

36 results found

RoHillCo Insurance Services is a trusted insurance agency located at 11 Mount Jefferson Terrace in Lake Oswego, Oregon. Our team prides itself on our effort, experience, knowledge, and value that we bring to each client. We truly care about protecting our clients' financial well-being. As an independent agency, we have the flexibility to work with a wide range of insurance companies to create a personalized plan that meets your specific needs. Our goal is to provide ethical, honest, trustworthy, and reliable service to all of our clients.

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 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 Geoffrey Creighton is a reputable finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. With a strong focus on providing personalized financial advice and guidance, clients can trust Geoffrey Creighton and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Geoffrey Creighton is dedicated to helping you achieve your financial goals.

Travis Wesley - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 5000 Meadows Road in Lake Oswego, Oregon, United States. Specializing in finance, Travis Wesley offers personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to providing excellent customer service and expert financial advice, Travis Wesley is dedicated to helping clients secure their financial future.

Robert Kent is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 334 3rd Street in Lake Oswego, Oregon. With a strong background in finance and a dedication to helping clients achieve their financial goals, Robert Kent provides personalized financial planning and investment advice to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Robert Kent can help you navigate the complexities of the financial world and create a customized plan that fits your needs. Contact Robert Kent at Ameriprise Financial Services, LLC today to start securing your 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.

Welcome to Trevor McBride - State Farm Insurance Agent, located at 8930 Southwest Hall Boulevard in Portland, Oregon. We are an insurance agency dedicated to serving the vibrant communities of Tigard, Sherwood, Beaverton, Lake Oswego, and the surrounding Portland Metro area. Our agency offers a wide range of insurance options including Auto Insurance, Home Insurance, Renter's Insurance, Life Insurance, Business Insurance, and Financial Services. We are committed to providing personalized service and finding the perfect policy to meet your needs. Our team, led by fearless insurance guru Trevor McBride, is here to make the insurance experience a thrilling journey. We believe in building lasting relationships with our customers and ensuring that you are fully covered and protected. Whether you are a new Oregonian, Washingtonian, or Idahoan, we are here to assist you with all your insurance needs.

Welcome 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.

Amica Mutual Insurance Company is an insurance agency located at 16083 Southwest Upper Boones Ferry Road in Tigard, Oregon, United States. With a commitment to providing personalized service and quality coverage to its customers, Amica Mutual offers a wide range of insurance products including auto, home, and life insurance. The company prides itself on its excellent customer service, competitive rates, and financial stability, making it a trusted choice for individuals and families looking for reliable insurance coverage.

Don Clarke - State Farm Insurance Agent is a reputable insurance agency located at 355 North State Street in Lake Oswego, Oregon. In honor of Women's History Month, the agency celebrates the achievements and contributions of women throughout history. Don Clarke and his family are dedicated to providing exceptional service and coverage to customers in Oregon, Washington, and California. Don, who holds an MBA from Marylhurst University, is actively involved in the Portland business community and volunteers at the Lake Oswego Hunt Club. The agency offers a range of insurance products, including auto, home, and life insurance, as well as coverage for small businesses. With a team of licensed professionals, Don Clarke State Farm is committed to helping customers protect what matters most. The agency also provides valuable insights and guidance based on over 25 years of collective insurance experience. For all insurance and financial services needs, customers can rely on the expertise and dedication of Don Clarke and his team.

Chen & Associates Group美国中融 is a finance and insurance agency located at 14385 Southwest Allen Boulevard, Beaverton, Oregon, United States. We are a fast-paced, progressive, and professional organization dedicated to finding solutions for our clients, partners, brokers, and employees. Our team of genuine, hard-working individuals continuously strives to exceed expectations and provide the best possible experience. We offer a wide range of insurance options to provide the best protection for our clients, always putting customer satisfaction first. Additionally, we provide various mortgage options to meet the financial needs and circumstances of our customers, helping them achieve their dream of homeownership.

Fullhart Insurance Agency is a leading health insurance agency located at 310 North State Street in Lake Oswego, Oregon. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of each individual and family. With a focus on customer service and expertise in the insurance industry, Fullhart Insurance Agency is the trusted choice for all your health insurance needs. Contact us today to learn more about our comprehensive insurance options and how we can help you protect your health and financial well-being.

MetLife is an insurance agency located at 4004 Kruse Way in Lake Oswego, Oregon, United States. We are dedicated to protecting you and your family by providing all the information you need in one convenient place. At MetLife, safeguarding your information is our top priority, especially in light of recent social engineering scams targeting customers of financial services companies. We offer a range of insurance products, including Health Savings Accounts (HSAs) which are essential for employee retention and financial well-being. Our dental programs include preferred dental programs with a wide network of providers, Dental Health Maintenance Organizations (HMOs), and options for Federal government employees. By registering online with MyBenefits, you can easily access and manage your MetLife benefits. We also offer insights on disability insurance, paid leave, and other wellness benefits to support employees. Join our global community and see how our dedicated team works tirelessly to build a more confident future for all.

American Income Life Insurance Co - Richard Altig Jr & Ilija Orlovic is a reputable insurance agency located at 5335 Meadows Road, Lake Oswego, Oregon, United States. With a focus on providing quality insurance products and exceptional customer service, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, supplemental health insurance, or retirement planning services, the experienced team at American Income Life Insurance Co is here to assist you every step of the way. Contact them today to learn more about their comprehensive insurance solutions.

Located at 17380 Southwest Boones Ferry Road in Lake Oswego, Oregon, Farmers Insurance - Brock Jodoin is a trusted insurance agency serving the local community. As a lifelong Oregon resident, Brock Jodoin takes pride in offering personalized and efficient customer service to help you find the best insurance solutions for your needs. Whether you're looking for commercial, auto, home, or life insurance, the Brock Jodoin Agency has the knowledge and experience to guide you through the process. Conveniently located just a half mile from the Bridgeport Shopping Center, this agency is dedicated to helping you understand your coverage options and save money with insurance discounts. From car insurance to home insurance, renters insurance to business insurance, the Brock Jodoin Agency offers a comprehensive range of insurance products to protect your assets and provide financial security for you and your loved ones. With flexible coverage options for recreational vehicles and the ability to customize insurance packages for small businesses, this agency is committed to helping you build a solid financial plan for a secure future. Contact Farmers Insurance - Brock Jodoin today to learn more about their insurance offerings and schedule an appointment to discuss your insurance needs.

Farmers Insurance - Joseph Froman is a local insurance agency located at 17380 Southwest Boones Ferry Road in Lake Oswego, Oregon. Joseph Froman, a lifelong resident of Oregon, takes pride in serving the Lake Oswego community by providing outstanding customer service and personalized insurance options. With over 20 years of experience in the insurance industry, Joseph is knowledgeable in various coverage options including auto, home, life, commercial, and more. The agency is conveniently located on Boones Ferry Road, making the insurance selection process straightforward and tailored to each client's specific needs. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Joseph Froman is here to help answer any questions you may have. Farmers Insurance has been in the business for over 80 years, offering reliable insurance products to protect your most valuable possessions. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Joseph Froman can help customize a policy to suit your unique needs and budget. Additionally, the agency provides coverage options for recreational vehicles such as motorcycles, boats, ATVs, and more. By bundling policies, you can save money and ensure comprehensive coverage for all your assets.

Ryan 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.

Golsan Scruggs RIA is a corporate insurance brokerage firm located at 16325 Boones Ferry Road in Lake Oswego, Oregon, United States. Specializing in serving the financial services industry, our dedicated team of specialists operate throughout the United States and focus on providing registered investment advisor (RIA), private equity/hedge fund, and mutual fund professional liability E&O insurance. As one of the largest insurers of RIA firms in the U.S., we have a deep understanding of the risks faced by the financial services industry and consistently deliver superior results. Our unique RIASURE process makes the insurance underwriting process seamless and efficient.

Dentists Disability Insurance, LLC is an insurance agency located at 4800 Meadows Road in Lake Oswego, Oregon, United States. Specializing in providing disability insurance for dentists, our agency offers comprehensive coverage to protect dental professionals in the event of injury or illness that prevents them from practicing. With a team of experienced insurance experts, we strive to provide personalized and reliable service to ensure our clients have peace of mind knowing they are protected financially. Contact us today to learn more about our insurance options for dentists.

Farmers Insurance - Erik Nelson is a local insurance agency located at 4800 Meadows Road in Lake Oswego, Oregon. As a West Linn native, Erik Nelson takes pride in serving the community and surrounding areas by offering personalized insurance solutions. With over 15 years of industry experience, Erik is dedicated to educating clients on their coverage options, whether it be for life, auto, home, business insurance, and more. Conveniently located next to West Linn High School, Nelson Insurance Agency strives to make the insurance process straightforward and tailored to each individual's needs. From comprehensive coverage to deductibles and discounts, Erik Nelson is committed to helping clients navigate the complexities of insurance to find the most cost-effective solutions.

Farmers Insurance - Lindsay Givens is a reputable insurance agency located at 8 North State Street in Lake Oswego, Oregon, United States. Lindsay Givens, with over 18 years of experience, is your local Farmers® agent who is licensed in OR, WA, CA, and ID. She is dedicated to helping customers like you find the insurance coverage that best fits your needs, whether it's for auto, home, renters, business, life insurance, and more. Lindsay ensures that your insurance experience is personalized and straightforward, making you smarter about your insurance portfolio. In addition to offering comprehensive coverage options, Lindsay can help you navigate through various types of insurance coverage such as collision coverage, deductibles, medical payments, and more. She is committed to providing competitive rates and multi-line insurance discounts to help you save money.

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.

Patrick Fox @ Caliber Home Loans is a reputable finance institution located at 4900 Meadows Road in Lake Oswego, Oregon. Specializing in home loans, Patrick Fox and his team at Caliber Home Loans are dedicated to providing personalized and professional financial solutions to help clients achieve their homeownership goals. With a commitment to exceptional customer service and expertise in the mortgage industry, Patrick Fox @ Caliber Home Loans is a trusted partner for individuals and families looking to secure a loan for their dream home.

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.

Mindy Hay- Caliber Home Loans is a leading financial institution located at 4900 Meadows Road in Lake Oswego, Oregon, United States. Specializing in home loans, they provide personalized and professional services to help clients achieve their dream of homeownership. With a reputation for excellence and a commitment to customer satisfaction, Mindy Hay- Caliber Home Loans is a trusted partner for all your mortgage needs. Contact them today to learn more about their services and how they can help you secure the perfect loan for your new home.

Riverbend Lending is a trusted finance institution located at 5800 Meadows Road in Lake Oswego, Oregon. We specialize in providing personalized lending solutions to help our clients achieve their financial goals. Our experienced team is dedicated to offering competitive rates and exceptional customer service. Whether you are looking to purchase a new home, refinance your current mortgage, or secure a loan for a business venture, Riverbend Lending is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

NOW CFO is a full-service consulting firm located on Bangy Road in Lake Oswego, Oregon, United States. Specializing in accounting and finance, we are dedicated to meeting your business' financial service needs. From planning to execution, we handle a wide variety of imperative financial goals to help your business thrive. Our team of financial experts understands the importance of sound financial systems in improving cash flow control, efficiency, and business growth. With offices throughout the United States, NOW CFO can help prepare your organization for the future by implementing proven financial processes and providing complete financial visibility.

Elk 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.

SilverStone 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.