TOP 30 Best Elder financial planning in Portland, Oregon

Lester Kennedy is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our institution offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We also provide information on the WA Cares Fund, a payroll tax in Washington to support long-term care expenses. Our team can help you navigate Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, it's important to plan for long-term care and have discussions with loved ones. Contact us today to start planning for your future.

Adina Flynn is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Portland, Oregon. With a focus on providing personalized financial planning and investment strategies, Adina helps clients achieve their financial goals and secure their financial future. With a commitment to transparency, integrity, and exceptional customer service, Adina Flynn is a trusted partner for individuals and families seeking expert financial guidance. Visit us at 1400 Northwest Irving Street to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Brandon Wooters, CFP®|ChFC® is a reputable finance institution located at 1237 Northeast Martin Luther King Junior Boulevard in Portland, Oregon, United States. Brandon Wooters, a Certified Financial Planner and Chartered Financial Consultant, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Portland area.

Edward Jones - Financial Advisor: Derek R Sandell, CFP®|AAMS™ is a reputable financial institution located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With a focus on providing personalized financial planning and investment services, Derek R Sandell, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Derek R Sandell and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Elder Law Firm is a reputable legal institution located at 1606 Southeast Glenwood Street in Portland, Oregon. Specializing in issues affecting the elderly population, our experienced team of lawyers provides expert legal advice and representation in matters such as estate planning, long-term care, guardianship, and more. We are dedicated to serving the unique needs of older adults and their families, ensuring they receive the support and protection they deserve. Contact us today for personalized legal assistance tailored to your specific situation.

Oregon Elder Law, located at 2173 Northeast Broadway in Portland, Oregon, is a trusted institution specializing in legal services for seniors and their families. Our team of experienced professionals is committed to providing personalized care and expertise to guide you through challenging life situations. From special needs trusts to long-term care and estate planning, we offer practical solutions to protect your assets and loved ones. Clients have praised Oregon Elder Law for their assistance in navigating complex legal issues during stressful times. Trust us to provide you with the reassurance and support you need.

LTC Financial Partners is a finance, health, and insurance agency located at 1841 Northwest Cedar Ridge Drive in Portland, Oregon. Specializing in long-term care planning, the institution offers comprehensive financial and insurance solutions to help individuals and families prepare for their future healthcare needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized services and guidance to ensure clients have peace of mind when it comes to their long-term care planning.

Kaitlyn Tonai is a dedicated Financial Advisor at Ameriprise Financial Services, LLC, located at 1400 Northwest Irving Street in Portland, Oregon. With a focus on providing personalized financial planning and investment strategies, Kaitlyn is committed to helping her clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Kaitlyn can offer expert advice and guidance to help you make informed decisions. Contact Kaitlyn Tonai today to start building a secure financial future.

Edward Jones - Financial Advisor: Goldie T West is a well-respected financial institution located at 12923 Northwest Cornell Road in Portland, Oregon. As a trusted financial advisor, Goldie T West provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Goldie T West and the team at Edward Jones are here to provide expert guidance and support every step of the way.

Daniel Corey, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, Oregon, offers a wide range of insurance options from Bankers Life and other reputable companies. As a Financial Advisor, Daniel Corey can help you navigate the complex world of insurance and financial planning. With a focus on long-term care insurance and Medicare options, Daniel Corey can assist you in making informed decisions to protect your future. Contact Daniel Corey today to start planning for tomorrow.

Elder Law Portland, located at 12275 Southwest 2nd Street in Beaverton, Oregon, is a trusted institution offering legal services in the areas of estate planning, estate administration, probate, elder law, and dispute resolution. With over 25 years of experience, our Oregon attorney specializes in helping clients navigate the complexities of long-term care planning, Medicaid qualification, guardianships, conservatorships, and estate disputes. At Elder Law Portland, we believe in providing personalized and compassionate legal guidance to our clients. We offer free initial consultations to discuss your unique situation and tailor our services to meet your specific needs. Whether you are looking to protect your assets, ensure your loved ones are taken care of, or resolve a legal dispute, our team is here to help.

C Brantley Smith - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1000 Southwest Broadway in Portland, Oregon, United States. The institution offers a wide range of certifications and designations to its advisors, ensuring they have the expertise and knowledge to address the diverse needs of their clients. From the AAMS™ certification for asset management to the AWMA℠ certification for advanced asset management needs, advisors at Ameriprise Financial Services are well-equipped to provide comprehensive financial planning services. In addition, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Certified Exit Planning Advisor, demonstrating their commitment to providing tailored financial solutions. With a team of highly qualified advisors holding designations such as the CFA®, CFP®, and ChFC®, clients can trust that they are receiving expert advice and guidance for their financial goals. Whether you are planning for retirement, estate planning, or investment management, C Brantley Smith - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial objectives.

Ameriprise Financial Services, Inc. is a finance institution located at 10200 Southwest Greenburg Road in Portland, Oregon, United States. Each Ameriprise advisor specializes in specific areas of focus, allowing clients to choose an approach that aligns best with their financial goals. Clients can review advisor backgrounds, credentials, and experience before filling out a "Request consultation" form to connect with their desired advisor. The advisor will then reach out to schedule a complimentary initial consultation to discuss and plan for the client's financial future.

Henry Murphy - RBC Wealth Management Financial Advisor is a reputable finance institution located at 805 Southwest Broadway in Portland, Oregon, United States. As a trusted financial advisor, Henry Murphy provides expert guidance and personalized financial strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Henry Murphy is dedicated to helping clients build and protect their wealth for the future. Trust Henry Murphy - RBC Wealth Management Financial Advisor for all your financial needs.

Matt Molnar is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5550 South Macadam Avenue in Portland, Oregon, United States. Matt 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 Matt's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Financial Advisor, Matt is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Matt Molnar is dedicated to helping clients achieve their financial goals and secure their financial futures.

Jalen Hall is a Financial Advisor at Ameriprise Financial Services, LLC located at 10220 Southwest Greenburg Road in Portland, Oregon, United States. Jalen 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®. Jalen specializes in providing comprehensive financial planning services tailored to the individual needs of clients, including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical standards and ongoing education, Jalen is dedicated to helping clients make informed decisions to achieve their financial goals.

Somerset Wealth Strategies is a premier financial institution located in Portland, Oregon. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Somerset Wealth Strategies is here to provide expert guidance and support. Visit us at 4600 South Kelly Avenue to learn more about how we can help you secure your financial future.

The Law Offices of Nay & Friedenberg LLC, located in Portland, Oregon, has been providing exceptional legal services in the areas of Estate Planning, Elder Law, and Probate since 1984. Our team specializes in helping generations work together harmoniously to plan for the future. Whether you need a simple Will, a Living Trust, or more complex Special Needs Planning or Medicaid assistance, our experienced attorneys are here to guide you through the process with excellence. With a focus on client trust and satisfaction, thousands have chosen us for their estate planning needs. We are proud to be one of the most experienced firms in Portland, Oregon, and have even created a comprehensive Estate Planning and Elder Law Guide to help families navigate legal and financial issues. Sign up for our free guide today and let us assist you in securing your family's future.

Janien Tran, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon. As a Bankers Life Agent, Janien Tran provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and expert advice, Janien Tran helps clients navigate the complexities of insurance and find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Janien Tran, Bankers Life Agent is dedicated to helping you secure your financial well-being.

Becky Wehrli, CLTC is a reputable finance, health, and insurance agency located at 7701 Southeast Taylor Street in Portland, Oregon, United States. With a focus on providing personalized solutions for clients' financial and healthcare needs, Becky Wehrli, CLTC offers expert advice and a wide range of insurance products to protect individuals and families. Whether you are looking for health insurance, long-term care coverage, or retirement planning services, the dedicated team at Becky Wehrli, CLTC is committed to helping you secure a stable and prosperous future. Contact them today to learn more about their services and how they can assist you in achieving your financial goals.

Nay Tim is a well-established law firm located at 6500 South Macadam Avenue in Portland, Oregon. Specializing in Estate Planning, Elder Law, and Probate, Nay Tim has been providing expert legal services to clients since 1984. Their unique approach to Estate Planning and Elder Law focuses on helping families work together harmoniously without conflict. From simple Wills to complex matters such as Special Needs Planning and Medicaid, Nay Tim strives for excellence in every aspect of their practice. With a team of experienced professionals, Nay Tim is one of the most trusted Estate Planning and Elder Law firms in Portland. They have even written a comprehensive Estate Planning and Elder Law Guide to help families navigate the legal and financial issues they may face. By signing up for their Free Planning Guide, clients can receive valuable information that will answer many of their questions.

Garvin Reiter, J.D., CELA is a law firm located at 6500 South Macadam Avenue in Portland, Oregon, United States. Specializing in Elder Law, Medicaid, Estate & Inheritance Tax Planning, Estate Planning, Special Needs Planning, Conservatorships, Probate, and Trust Administration, Garvin Reiter is a Certified Elder Law Attorney recognized by the National Elder Law Foundation. With a focus on helping elders navigate long-term care options while preserving assets, Garvin also assists younger individuals with protecting their children, minimizing inheritance taxes, and planning for incapacity. Additionally, Garvin works with blended families and same-sex couples to achieve their planning goals. Clients have praised Garvin for his professionalism, expertise, and ability to provide clear answers to their questions. The Law Offices of Nay & Friedenberg LLC is where Garvin practices, providing expert legal services to help clients plan for the future with confidence.

The Law Offices of Nay & Friedenberg LLC, led by Sam Friedenberg, JD, is a trusted institution located at 6500 South Macadam Avenue in Portland, Oregon. Since 1984, we have been dedicated to providing exceptional legal services in Estate Planning, Elder Law, and Probate. Our team takes a unique approach to estate planning, focusing on helping generations work together harmoniously. From simple Wills to complex matters such as Special Needs Planning and Medicaid, we strive for excellence in every aspect of our practice. Our experience and expertise make us one of the most reputable Estate Planning and Elder Law firms in Portland. At our institution, we offer a free Estate Planning and Elder Law Guide that covers a range of legal and financial issues families may face. By signing up for our guide, you can learn more about how we can assist you in planning for the future. Whether you prefer to receive the guide by mail or email, we will ensure you have the information you need to make informed decisions.

Whitney Yazzolino is a reputable law firm located at 2173 Northeast Broadway in Portland, Oregon, United States. Specializing in elder law, the team at Whitney Yazzolino provides personalized care and expertise to clients facing challenging life situations. From special needs trusts to long-term care and estate planning, the firm offers practical solutions to protect assets and loved ones. Clients have praised Whitney Yazzolino for their assistance in navigating complex legal matters during stressful times. Trust Whitney Yazzolino to provide you with the reassurance and guidance you need for peace of mind.

Nicole Moore, Bankers Life Agent, located at 6135 Northeast 80th Avenue in Portland, Oregon, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Nicole Moore, as an Insurance Sales Representative in Portland, OR, is dedicated to helping clients navigate their insurance needs. One important service offered by Nicole Moore is assistance with the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. Not everyone may qualify for benefits, so having long-term care insurance can provide an exemption. Nicole Moore can help clients explore their options and make informed decisions.

Austin Stolz, Bankers Life Agent is an insurance agency located at 6135 Northeast 80th Avenue in Portland, Oregon. As a trusted representative of Bankers Life, Austin Stolz provides personalized insurance solutions to help individuals and families protect their financial future. With a commitment to exceptional customer service and a deep understanding of insurance products, Austin Stolz helps clients navigate the complexities of insurance policies and find the coverage that best suits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Austin Stolz is dedicated to helping you make informed decisions and achieve peace of mind. Contact Austin Stolz, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.

Jessica Cox, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon. Specializing in providing insurance products and services from Bankers Life, Jessica Cox is dedicated to helping clients protect their assets and plan for the future. With a focus on personalized service and tailored solutions, Jessica Cox, Bankers Life Agent is committed to helping individuals and families secure their financial well-being. Contact them today for expert advice on insurance options that meet your needs.

Jeremiah Sieber, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon. As a Bankers Life Agent, Jeremiah Sieber provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and a commitment to finding the right coverage for each client, Jeremiah Sieber, Bankers Life Agent is dedicated to helping clients navigate the complexities of insurance and make informed decisions about their financial security.

Andrew Flury, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon. As a trusted Bankers Life Agent, Andrew Flury provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in the insurance industry, clients can rely on Andrew Flury to provide tailored insurance plans that meet their unique needs. Whether it's life insurance, long-term care insurance, or retirement planning, Andrew Flury is dedicated to helping clients secure their financial well-being. Visit Andrew Flury, Bankers Life Agent today to discuss your insurance needs and start planning for a more secure future.

Perla Garcia, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon, United States. Perla Garcia is a knowledgeable and experienced agent who specializes in providing insurance products and services through Bankers Life. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, Perla Garcia can help you find the right coverage to meet your needs. With a focus on personalized service and a commitment to helping clients protect their financial futures, Perla Garcia, Bankers Life Agent is a trusted resource for insurance solutions in the Portland area. Contact them today to learn more about their offerings and how they can assist you in achieving your financial goals.