Estate management services in Lake Oswego, Oregon

Eagle Property Management, LLC is a finance and real estate agency located at 1610 Lee Street in Lake Oswego, Oregon, United States. Led by owner Bill Lamberth, the team at Eagle brings integrity to everything they do, making the process of owning a property as seamless as possible. From handling tenant requests and maintenance issues to managing accounting and ensuring compliance with regulations, Eagle Property Management takes care of all aspects of property ownership. With a focus on communication and transparency, they work to keep both property owners and tenants happy. With years of experience in the Portland area, Eagle Property Management has developed strong relationships with vendors and a track record of success. Whether you're a property owner looking to maximize profit or a tenant in need of a responsive management team, Eagle Property Management is dedicated to providing top-quality service. Contact them today to start the conversation about managing your rental property effectively and efficiently.

Mainlander Property Management is a real estate agency located at 3927 Lake Grove Avenue, Lake Oswego, Oregon, United States. Founded in 1981, we have been connecting homeowners with renters for over 40 years. With over 1,000 properties in the Portland-metro area, we are known for our knowledge, courtesy, and customer service-oriented approach. At Mainlander, we take the hassle out of property management for both tenants and owners. Our property managers go above and beyond to nurture our clients through every step of the rental process. We believe that your home is an investment that deserves to be looked after and cared for. From regular inspections to finding quality tenants, we ensure that your rental property stays in top condition.

Dale Donaldson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Dale Donaldson 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 his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Dale Donaldson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. His commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.

U.S. Bank - Wealth Management Banker: Grayson Biggs is a prestigious financial institution located at 333 South State Street in Lake Oswego, Oregon, United States. As a dedicated wealth management banker, Grayson Biggs provides personalized financial services and expert guidance to clients looking to grow and protect their assets. With a focus on investment strategies, retirement planning, and estate management, U.S. Bank offers comprehensive wealth management solutions tailored to each client's unique financial goals and needs. Trust U.S. Bank - Wealth Management Banker: Grayson Biggs to help you secure your financial future and achieve long-term success.

U.S. Bank - Wealth Management Banker: Ruth Bangert is a financial institution located at 14800 Kruse Oaks Boulevard in Lake Oswego, Oregon, United States. Specializing in wealth management services, Ruth Bangert and her team provide personalized financial solutions to help clients achieve their financial goals. With a focus on building and preserving wealth, they offer a range of services including investment management, retirement planning, estate planning, and more. Trustworthy and experienced, Ruth Bangert is dedicated to helping clients make informed decisions and secure their financial future.

David 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.

Richard Hogue - RBC Wealth Management Financial Advisor is a reputable financial institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon. As a trusted advisor, Richard Hogue offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Richard Hogue provides expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Richard Hogue - RBC Wealth Management Financial Advisor is committed to helping you secure a strong financial future.

Joshua T Gregory is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Joshua 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®. These certifications cover a wide range of financial planning and investment topics, ensuring that Joshua is well-equipped to provide expert advice to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized advice for military personnel, Joshua T Gregory has the knowledge and expertise to assist you in achieving your financial goals.

Kieric Wilcox is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Kieric 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®, 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®. Kieric specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and clients with special needs. With a focus on ethical practices and a commitment to ongoing education and training, Kieric is dedicated to helping clients achieve their financial goals and secure their financial future.

Horst & Graben Wealth Management is a prestigious finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a strong reputation for providing top-notch financial services, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Horst & Graben Wealth Management offers personalized solutions tailored to meet your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Robert Kent is a financial advisor at Ameriprise Financial Services, LLC located at 2 Centerpointe Drive, Lake Oswego, Oregon, United States. He 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Robert Kent is dedicated to providing comprehensive financial advice to individuals and small business owners, with a focus on meeting the unique needs of each client.

Springwater Wealth Management, LLC is a reputable finance institution located at 5335 Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to make informed decisions and build a strong financial foundation. Trust Springwater Wealth Management, LLC to help you navigate the complexities of the financial world and secure your financial future.

DH Wealth Management is a premier financial institution located in Lake Oswego, Oregon. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 696 McVey Avenue to learn more about how DH Wealth Management can help you secure a prosperous financial future.

RBC Wealth Management Branch in Lake Oswego is a premier financial institution located at 4949 Meadows Road in Lake Oswego, Oregon. As a branch of RBC Wealth Management, one of the largest financial services firms in the world, this location offers a wide range of wealth management services to individuals, families, and businesses. With a team of experienced financial advisors and wealth management experts, clients can expect personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, RBC Wealth Management Branch in Lake Oswego is dedicated to helping you achieve your financial goals.

Kale Chalmers - Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road in Lake Oswego, Oregon, is an Ameriprise Platinum Financial Services® Advisor offering complimentary initial consultations for those interested in financial planning. With a focus on helping clients achieve their financial goals, Kale Chalmers provides an overview of financial planning concepts and discusses investment products and services available through Ameriprise Financial Services, LLC. As a registered investment adviser and member of FINRA and SIPC, Kale Chalmers is dedicated to providing personalized financial guidance to residents in states where he is properly registered. Clients can expect a thorough discussion on what is most important to them and can rest assured that Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Services, LLC website to review important disclosures, privacy and security policies, and information on email fraud prevention.

Tyler James - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 334 3rd Street in Lake Oswego, Oregon, offers a wide range of financial services to meet the individual needs of clients. Tyler James holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst. With a focus on comprehensive financial planning and client-centered services, Tyler James is dedicated to helping clients achieve their financial goals.

Palladio 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.

Bowles Fernandez Law, LLC is a reputable finance and lawyer institution located at 5200 Meadows Road in Lake Oswego, Oregon, United States. With a team of experienced attorneys specializing in finance law, Bowles Fernandez Law, LLC provides top-notch legal services to individuals and businesses alike. Whether you need assistance with financial planning, estate management, or business transactions, their dedicated team is here to help. Trust Bowles Fernandez Law, LLC for all your finance and legal needs.

Sunset Ridge Apartments, located at 2435 Southwest Ecole Avenue in Beaverton, Oregon, is your neighborhood expert for over 30 years. Alliance Properties, a locally owned, full-service real estate brokerage, specializes in the sale and purchase of residential and commercial investment properties, as well as property management services. With extensive knowledge of the Greater Portland, Oregon, and Vancouver, Washington areas, including popular locations such as Portland, Beaverton, Lake Oswego, and Hillsboro, Alliance Properties can help you find the perfect home, vacation property, or investment opportunity. Specializing in 1031 Exchanges and managing a portfolio of rental properties, they offer a variety of options including single-family homes, duplexes, condominiums, and multi-unit apartment complexes.

Iron House Apartments is a real estate agency located at 580 1st Street in Lake Oswego, Oregon. This beautiful apartment community in the heart of Lake Oswego’s First Addition neighborhood offers unique apartments that have been nationally recognized for their mid-century style by architect Saul Zaik. Featured in Sunset Magazine and winner of a design award in 1961, these apartments boast cedar vaulted ceilings, hardwood floors, quartz countertops, subway tile showers, sliding room dividers, ductless heating and air conditioning, and deck or spacious garden patios. Surrounded by views of Lakewood Bay, Nettle Creek, and Tyrone Creek, the Evergreen neighborhood in Lake Oswego offers lush green spaces and a peaceful community atmosphere. Less than a mile from downtown Lake Oswego’s lakefront business district and minutes from Highway 43, Evergreen provides a centralized location in the heart of the city.

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.

The DuBoff Law Group, located at 6665 Southwest Hampton Street in Portland, Oregon, is a team of experienced business law attorneys. With a focus on intellectual property, estate planning, corporate law, and complex business litigation, our attorneys are dedicated to meeting the legal needs of our clients. We offer services such as conflict resolution and arbitration, and our lawyers are known for lecturing on various legal topics worldwide. Established in 2014, the DuBoff Law Group, PC™ is led by Leonard DuBoff, a respected author and former law professor, and Christy King, a co-author of numerous legal publications. With over 50 years of combined experience, our firm provides top-notch service at reasonable fees. Clients have the ability to communicate directly with their attorney, ensuring personalized attention to their legal matters.

Demland & Cromwell LLC is a premier financial services institution located at 17040 Pilkington Road in Lake Oswego, Oregon, United States. With a team of experienced professionals, we provide a wide range of financial services to our clients, including investment management, retirement planning, and estate planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Building Insurance & Risk is an insurance agency located at 16905 Chapin Way, Lake Oswego, Oregon, United States. Specializing in securing building insurance, we cater to a wide range of clients including apartment buildings, commercial real estate, developers, landlords, lenders, rental properties, and more. Our services cover various types of properties such as commercial buildings, mixed-use spaces, multifamily units, and vacant buildings. With a focus on risk management and protection, we offer resources such as articles, insurance applications, and reviews to ensure our clients are properly covered. Whether you are a real estate developer, investor, or property owner, we are here to help safeguard your assets and provide peace of mind.

Woodruff 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.

AIO Fee Only Financial Advisors is a reputable finance institution located on Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to providing unbiased and transparent financial advice to help our clients achieve their financial goals. We pride ourselves on our commitment to offering fee-only services, ensuring that our clients receive advice that is solely in their best interest. Whether you are looking for retirement planning, investment management, or estate planning services, AIO Fee Only Financial Advisors is here to help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Summit Wealth Advisory Group is a premier financial institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon. As a leading finance firm, Summit Wealth Advisory Group specializes in providing comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Summit Wealth Advisory Group is dedicated to helping clients navigate the complexities of investing, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Summit Wealth Advisory Group is here to provide expert guidance and support every step of the way.

Werner Financial Group, located at 696 McVey Avenue in Lake Oswego, Oregon, is a finance institution dedicated to helping clients grow and preserve their wealth. Specializing in investment management and estate planning services, we work with companies, individuals, and family trusts to provide personalized guidance and advice. As clients reach retirement age, our focus shifts to ensuring their assets are preserved and properly allocated for their retirement income needs. We also offer estate planning and wealth transfer services to help clients plan for their family's legacy. Please note that our services are available to residents in select states only. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Visit our website to learn more about our investment professionals and services.

Merrill Lynch Financial Advisor Sun Lee is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Sun Lee is a dedicated financial services professional who works with families, individual investors, and business owners to define and achieve their financial goals. Sun collaborates with Merrill Lynch Wealth Management specialists and Bank of America banking specialists to provide services such as retirement planning, education savings, estate planning, insurance, and asset preservation. Each client receives personalized attention to ensure their unique financial circumstances are addressed. Sun Lee is a Certified Financial Planner™ and holds other prestigious designations in the field. She believes in building strong client relationships based on trust and personalized service. By listening to clients' needs and goals, Sun helps them make confident financial decisions. The institution offers personalized financial plans centered on clients' goals and priorities, with a focus on lifelong wealth management. With access to the resources of Merrill Lynch and Bank of America, Sun Lee helps clients address their financial needs and achieve their goals. By staying connected with clients and adapting to changes in their lives and the financial markets, Sun Lee ensures that clients remain on track to reach their objectives. The institution is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With a focus on understanding clients' individual needs, Merrill Lynch Financial Advisor Sun Lee offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.

Foster & Wood is a reputable finance institution located at 5 Centerpointe Drive in Lake Oswego, Oregon, United States. With a strong focus on providing personalized financial solutions to meet the unique needs of each client, Foster & Wood offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Foster & Wood today to learn more about how they can help you navigate the complexities of the financial world.