TOP 30 Best Estate planning in Lake Oswego, Oregon
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Essential Estate Planning, LLC
Essential Estate Planning, LLC is a law firm located at 4949 Meadows Road in Lake Oswego, Oregon. Our team works closely with clients to create personalized estate plans that meet their individual needs and goals. With our expertise in estate planning law and your unique circumstances, we will develop a customized strategy for success. Please note that visiting our website or contacting us through this platform does not establish an attorney/client relationship. This website is for informational purposes only and serves as legal advertising. For more information or to schedule a consultation, please visit us at our office in Suite 600 or contact us at (503) 555-1234.
Victory Financial Planning - Registered Investment Advisor
Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves. Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.
Oswego Pointe Apartments
Located at 5033 Foothills Road in Lake Oswego, Oregon, Oswego Pointe Apartments is a premier real estate agency offering resort-inspired amenities and first-class conveniences. With a variety of floor plan options available, residents can enjoy a luxurious living experience in a beautiful setting. Whether you're looking for a one-bedroom apartment or a spacious three-bedroom unit, Oswego Pointe Apartments has something for everyone. Already registered? Click here to continue leasing online. Please note that floor plan images are representations and actual layouts may vary slightly. Don't miss out on the opportunity to live in this exceptional community.
WestPac® Wealth Partners (Lake Oswego)
WestPac® Wealth Partners in Lake Oswego is a leading finance and insurance agency located at 5 Centerpointe Drive in Oregon, United States. With a focus on providing personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Visit us today to learn more about our services and how we can help you secure your financial future.
Oswego Crest Financial Group
Oswego Crest Financial Group is a leading finance institution located at 5000 Meadows Road in Lake Oswego, Oregon, United States. With a team of experienced financial experts, Oswego Crest offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Oswego Crest Financial Group is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance.
Hope Wealth Planning
Hope Wealth Planning is a premier financial institution located at 5200 Meadows Road in Lake Oswego, Oregon. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and build long-term wealth. We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, and more. At Hope Wealth Planning, we are committed to providing personalized and comprehensive financial solutions tailored to meet each client's unique needs. Visit us today to start planning for a brighter financial future.
Estate Financial Services, LLC
Estate Financial Services, LLC, located at 44 Crestfield Court, Lake Oswego, Oregon, is a health and insurance agency run by Dr. Gilbert Lee, M.D. Due to Covid-19, Dr. Lee is currently meeting with potential Medicare health insurance clients via Zoom conferencing. These meetings can be scheduled for a private session to discuss personal information and share documents. To set up a remote meeting or ask for advice, clients can call or text Dr. Lee at 541-408-6729 or email Gilbert@EstateFS.com. As vaccinations increase and herd immunity is achieved, in-person meetings in clients' homes or at local coffee shops will also be an option. Dr. Lee provides personalized services without cost or obligation to his clients. With a background in Internal Medicine, he offers advice and recommendations on healthcare coverage, primary care providers, and networked groups of providers and hospitals. Dr. Lee is an independent agent/agency and works with various health insurance companies to offer Medicare-related policies such as Medicare Advantage Plans, Medicare Supplements, and Prescription Drug Plans. He also provides individual health insurance for those who do not yet qualify for Medicare.
U.S. Bancorp Investments - Financial Advisors: Lake Oswego
U.S. Bancorp Investments - Financial Advisors in Lake Oswego is a leading finance institution located at 333 South State Street in Lake Oswego, Oregon. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our advisors are here to provide you with the tools and resources you need to make informed decisions. Visit us today to learn more about how we can help you secure your financial future.
Cinque Financial Group - Lake Oswego
Cinque Financial Group in Lake Oswego, Oregon is a leading finance institution located at 5200 Meadows Road. Our team of experienced financial experts provides a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our dedicated team is here to assist you every step of the way. Contact us today to learn more about how Cinque Financial Group can help you secure your financial future.
State & Shore Wealth Planning | Lake Oswego, OR | Raymond James
State & Shore Wealth Planning is a finance institution located in Lake Oswego, Oregon. As a branch of Raymond James, we are dedicated to providing comprehensive wealth planning services to our clients. Our experienced team of advisors offers personalized financial solutions to help individuals and families achieve their financial goals. Visit us at 8 North State Street to learn more about our services and how we can help you secure your financial future.
Wagner Planning
Wagner Planning is a reputable finance institution located at 5285 Meadows Road in Lake Oswego, Oregon, United States. With a team of experienced financial planners, Wagner Planning offers comprehensive financial services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Wagner Planning can provide personalized solutions to meet your needs. Trust Wagner Planning to guide you towards a secure financial future.
RBC Wealth Management Branch - Lake Oswego
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.
Monica Aguilar Campbell Law Office, LLC
Monica Aguilar Campbell Law Office, LLC is a reputable legal firm located at 5200 Meadows Road in Lake Oswego, Oregon. With a strong focus on providing personalized and professional legal services, the firm is dedicated to helping clients navigate through various legal matters with expertise and compassion. Led by experienced attorney Monica Aguilar Campbell, the firm offers a wide range of legal services including family law, estate planning, and business law. Clients can expect top-notch representation and guidance from a team that is committed to achieving the best possible outcomes for their clients.
E.L. Law Firm
E.L. Law Firm is a premier legal institution located at 5 Centerpointe Drive in Lake Oswego, Oregon, United States. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, and estate planning, we are committed to helping our clients navigate the complexities of the legal system with professionalism and expertise. Contact us today for a consultation and let us help you with your legal needs.
Rose Elder Law LLC
Rose Elder Law LLC is a dedicated firm located in Lake Oswego, Oregon, specializing in Estate Planning and Medicaid Planning. Our team of attorneys is committed to providing personalized attention to each client, ensuring that their individual circumstances are understood and addressed. While we may not be able to help everyone, we strive to connect prospective clients with the professionals and resources that will best benefit them. Our goal is to make you feel cared for and supported throughout the legal process. Contact us for a free 10-minute consultation to see how we can assist you or refer you to someone who can. Don't forget to sign up for our newsletter to access our free resources, including guidance on Advanced Directives and Medicaid. Trust Rose Elder Law LLC to provide you with the highest level of service and expertise in Elder Law.
Pure Portfolios
Pure Portfolios is a leading finance institution located at 1 Centerpointe Drive in Lake Oswego, Oregon, United States. Our expert team of financial advisors specializes in creating tailored investment portfolios to help clients achieve their financial goals. With a focus on transparency, integrity, and personalized service, Pure Portfolios is dedicated to providing top-notch financial solutions to our clients. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial objectives, Pure Portfolios is here to help you navigate the complex world of finance with confidence.
Bowles Fernandez Law, LLC
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.
H&R Block
H&R Block is a renowned accounting and finance institution located at 16250 SW Bryant in Lake Oswego, Oregon, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and wealth management. Customers can trust H&R Block for accurate and reliable financial advice to help them achieve their financial goals.
Miller Law, LLC
Miller Law, LLC is a reputable law firm located at 10260 Southwest Greenburg Road in Portland, Oregon, United States. With a team of experienced attorneys, Miller Law provides legal services to clients throughout the entire State of Oregon. Whether you are in Portland, Clackamas, West Linn, Lake Oswego, or any other city in Oregon, Miller Law is here to help. Specializing in various areas of law, including personal injury, family law, and estate planning, Miller Law is dedicated to providing top-notch legal representation to clients in need. Contact Miller Law at (503) 347-8417, (503) 644-1965, or (541) 215-7920 for a consultation today.
Lawrence Law Firm, PC
Lawrence Law Firm, PC is a reputable legal institution located at 54 Wilbur Street in Lake Oswego, Oregon. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business matter, Lawrence Law Firm, PC has the expertise and resources to help. Trustworthy, professional, and committed to achieving the best possible outcomes for their clients, Lawrence Law Firm, PC is the go-to destination for all your legal needs in the Lake Oswego area.
Marandas Garcia Law Group LLC
Marandas Garcia Law Group LLC is a reputable law firm located in Lake Oswego, Oregon. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with family law, estate planning, or business law, Marandas Garcia Law Group LLC is committed to guiding you through every step of the legal process. Conveniently located at 16771 Boones Ferry Road, this firm is a trusted resource for individuals and businesses seeking expert legal representation in the Lake Oswego area.
DuBoff Law Group
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.
Pacific Cascade Legal
Pacific Cascade Legal, located at 9320 Southwest Barbur Boulevard in Portland, Oregon, is a team of dedicated lawyers focused on finding the best outcomes for families in need. Serving the Portland, Salem, Eugene, Oregon City, Bend, Beaverton, Lake Oswego, Tualatin, Vancouver, and Tacoma areas, our attorneys are committed to providing support in divorce, family law, estate planning, bankruptcy, and personal injury cases. With a reputation for talented advocacy and exceptional service, Pacific Cascade Legal has received accolades such as Oregon Super Lawyers®, perfect 10.0 Superb Avvo Ratings, and the Avvo Clients’ Choice Award. Our team of homegrown attorneys understands the personal and legal challenges you may face, and we are here to help you navigate through them towards a more positive future.
Cascade Summit Apartment Homes
Cascade Summit Apartment Homes is a real estate agency located at 22100 Horizon Drive in West Linn, Oregon, United States. Choose from our one, two, and three-bedroom flats and townhomes with individual addresses. Our community is near Lake Oswego and in the West Linn-Wilsonville School District, zoned to Trillium Creek Elementary School, Rosemont Ridge Middle School, and West Linn High School. Enjoy plenty of sunlight in our apartments with lots of windows, in-home washers and dryers, and air conditioning in select homes. Take in the dramatic views of Mt. Hood and the Tualatin River Valley from your private balcony or patio. Our Grand Fir townhome floor plan offers two-story living with a patio, balcony, and fireplace.
Lexemy Law, LLC
Lexemy Law, LLC is a law institution located at 5200 Southwest Meadows Drive, Lake Oswego, Oregon, United States. Specializing in immigration, special needs planning, and estate planning, Lexemy Law, LLC offers compassionate and experienced legal services in Lake Oswego and Portland, OR. Attorney Alexandra Cook, with over 15 years of experience, understands the complexities of these legal matters and provides personalized guidance for each client. Whether you are facing immigration issues, planning for the future of a special needs child, or considering estate planning options, Lexemy Law, LLC is dedicated to providing attentive and comprehensive legal support. With a focus on attention to detail and a deep understanding of the impact of these legal matters on your life, Lexemy Law, LLC is committed to helping clients navigate through difficult decisions with care and expertise. Please note that the information on this website is for general information purposes only and does not constitute legal advice.
Purcell Michael T
Purcell Michael T is a reputable law firm located at 16771 Boones Ferry Road in Lake Oswego, Oregon. Specializing in various legal services, the firm is known for its dedication to providing top-notch representation and personalized attention to clients. With a team of experienced lawyers, Purcell Michael T is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, you can trust Purcell Michael T to provide expert guidance and support. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Principal Financial Group
Principal Financial Group, located at 5665 Meadows Road in Lake Oswego, Oregon, is a finance and insurance agency dedicated to helping individuals, businesses, and employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is passionate about making a difference in the community and actively supports local organizations like the Tualatin School House Food Pantry. If you are looking for an opportunity to change lives and improve financial well-being, we invite you to join our team of dedicated professionals. Our licensed experts offer insurance products, life insurance, annuities, securities, and investment advisory services to clients in multiple states. Contact us to learn more about how we can help you protect what matters most.
Human Investing
Human Investing is a finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. Our team of advisors and credentialed experts are dedicated to your financial wellbeing, offering guidance on investments, wealth management, estate planning, insurances, retirement, corporate benefits, and taxes. We work with leading companies in the Northwest to provide retirement plan offerings, employee education, and compliance support. Access a unified team of financial experts across various disciplines, and stay informed with our timely journal content on financial planning, retirement planning, and marketplace trends. Join us for livecasts and recordings on popular topics for your financial wellbeing. Trust our team of credentialed financial experts to support you on your financial journey.
D’Amore Law Group
D’Amore Law Group is a reputable law firm located at 4230 Galewood Street in Lake Oswego, Oregon. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, family law matter, or business dispute, D’Amore Law Group is committed to fighting for your rights and helping you achieve the best possible outcome. Contact them today for a consultation and see how they can assist you with your legal needs.
Law Office of Julia Rice
The Law Office of Julia Rice is a reputable legal institution located at 5200 Meadows Road in Lake Oswego, Oregon. Specializing in various areas of law, including family law, estate planning, and business law, Julia Rice provides expert legal services to clients in the United States. With a dedication to achieving the best possible outcomes for her clients, Julia Rice is known for her professionalism, integrity, and commitment to excellence in legal representation. Contact the Law Office of Julia Rice today for all your legal needs.
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