TOP 30 Family wealth management in Oregon

162 results found

LPL Financial - Kyle Parsons is a finance institution located at 16100 Northwest Cornell Road in Beaverton, Oregon, United States. With over 10 years of experience as a financial advisor, Kyle Parsons is dedicated to serving local families, businesses, and non-profits in achieving their financial goals. He works closely with individuals and their outside strategic professionals to build lasting and beneficial relationships. Kyle is known for providing trustworthy and well-researched advice, using a detailed planning model to create customized wealth and retirement plans for each client. He takes a proactive approach to wealth management to minimize risks and maximize opportunities over the long term. Born and raised in Oregon, Kyle graduated from The University of Oregon with a degree in finance and economics. He currently resides in Beaverton with his wife and dog, enjoying outdoor activities and dining options in the Portland area. The LPL Financial registered representatives associated with this website are properly registered or licensed to conduct business with residents of specific states. The professionals associated with Cross Financial Management, LLC may offer investment advice through Cross Financial Advisors, a registered investment advisor, or tax services through BGO CPAs. LPL Financial does not offer tax advice or CPA related services.

Ritrovare Financial & Insurance Solution is a trusted finance institution located at 4900 Southwest Griffith Drive in Beaverton, Oregon. We offer a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management, Ritrovare Financial & Insurance Solution is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Megan Gerard - COUNTRY Financial Representative is a trusted finance and insurance agency located at 1246 Northeast 7th Street in Grants Pass, Oregon. As a representative of COUNTRY Financial, Megan Gerard offers personalized financial planning services and insurance solutions to meet the unique needs of individuals and families in the area. With a commitment to providing exceptional customer service and expert guidance, Megan Gerard helps clients secure their financial future and protect what matters most to them. Contact Megan Gerard today to schedule a consultation and start planning for a secure tomorrow.

M Financial Group is a leading institution located at 1125 Northwest Couch Street in Portland, Oregon, United States. We are thrilled to announce the appointment of our new President and CEO, Russell Bundschuh. At M Financial Group, we provide exclusive solutions and services for exceptional clients. Our collaborative community brings together innovative thinkers and experts to create tailored solutions in life insurance, wealth management, and executive benefits for high net worth and corporate clients. Financial institutions and membership organizations benefit from our custom solutions scaled for superior service. Attorneys, tax professionals, family offices, and other professionals seek out our expertise. We partner with industry-leading carriers to drive product innovation and deliver superior client service. For individuals, families, and business owners, M Financial serves as the gateway to our Member Firms and partners.

Northwestern Mutual is a reputable finance and insurance agency located at 465 Commercial Street Northeast in Salem, Oregon. With a strong focus on providing financial security and peace of mind for its clients, Northwestern Mutual offers a range of services including life insurance, retirement planning, wealth management, and investment solutions. Their experienced team of financial advisors are dedicated to helping individuals and families achieve their financial goals and build a secure future. Trustworthy and reliable, Northwestern Mutual is a trusted institution in the community for all of your insurance and financial needs.

Legacy Creation Network is a finance institution located at 125 Southeast 7th Street in Hermiston, Oregon, United States. Our mission is to help individuals and families create a lasting financial legacy for future generations. We provide expert financial advice, investment strategies, and wealth management services to help our clients achieve their long-term financial goals. With a team of experienced professionals, Legacy Creation Network is committed to helping our clients build a secure and prosperous financial future. Contact us today to start building your legacy.

AIC Insurance Agency, located at 14000 Southeast Johnson Road in Milwaukie, Oregon, is a reputable insurance agency serving the Portland and Milwaukie areas. With over 40 years of experience and a commitment to world-class service, AIC Insurance Agency offers a wide range of insurance options from more than 50 companies to meet your specific needs. Brian Pojas, a partner at the agency, has a passion for helping clients find the right insurance policies and surety bonds, while also providing emergency claims service. Inspired by his father's legacy in the insurance industry, Brian aims to expand the company's reach statewide and increase client offerings.

Our Money Goals, LLC is a finance institution located at 14747 Southwest 163rd Avenue in Tigard, Oregon, United States. We are dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment management services. Our experienced team of financial advisors is committed to providing expert guidance and support to help our clients make informed decisions about their money. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Our Money Goals, LLC is here to help you every step of the way. Contact us today to learn more about how we can help you reach your financial goals.

Medina Eddie D is a law firm located at 4900 Southwest Griffith Drive in Beaverton, Oregon, United States. Specializing in estate planning, probates, and trust administration, the firm helps individuals manage and protect their wealth for the benefit of their loved ones. By preparing Trusts, Wills, Powers of Attorney, and Advanced Directives, Medina Law ensures that assets are secured and that clients' wishes and healthcare decisions are honored in the event of death or incapacity. Founder Eddie Medina, with a background in various areas of law including business, family, criminal, and personal injury, now focuses on estate planning to help clients plan for the future and protect what matters most. With a B.A. degree from the University of Tennessee and a law degree from the Northwestern School of Law at Lewis and Clark College, Eddie is dedicated to helping families and building long-lasting relationships with clients.

Mari Kay Evans-Smith is a dedicated and compassionate doctor located at 7150 Southwest Dartmouth Street in Tigard, Oregon. Specializing in holistic health, Dr. Evans-Smith takes the time to truly understand her patients' emotional, psychological, and physical well-being. With a background in global medical missions, she has treated patients in various countries, including Peru, El Salvador, and Kenya. Dr. Evans-Smith's passion for creating a healthy lifestyle extends beyond her medical practice. She enjoys cooking plant-based meals, hiking, meditating, and practicing yoga. When she's not working, she loves to travel, experience different cultures, and relax at her family's vacation home in Pacific City, Oregon.

Shelley Hartman, MD, FAAP is a dedicated pediatrician located at 995 Willagillespie Road in Eugene, Oregon, United States. Dr. Hartman is known for her compassionate and patient-centered approach to medicine, focusing on building trust with families and prioritizing communication and education. With a background in pediatric well-child and urgent care, as well as managing mental health and complex cases, Dr. Hartman brings a wealth of experience to her practice. Originally from Oregon, Dr. Hartman received her medical degree from Oregon Health Science University and completed her pediatric residency at the University of Texas Southwestern Medical Center in Dallas. Coming from a family of teachers, she values the opportunity to educate parents on their children's health and development, viewing her role as a doctor as a chance to build healthy connections and understanding.

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.

Merrill Lynch Financial Advisor Gregory Soergel, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers personalized financial strategies to help clients pursue their long-term goals. The institution takes the time to understand the needs and goals of each individual or organization they work with, providing tailored services to guide investment programs and decision-making. Supported by a team of specialists and resources from Bank of America Corporation, Merrill Lynch Financial Advisor Gregory Soergel helps create strong, compliant benefits programs that engage employees and align with budget objectives. As a Retirement Benefits Consultant and Accredited Financial Advisor, the institution adds value to defined contribution plans by offering expertise and personalized service. With a commitment to building strong client relationships based on trust, Merrill Lynch Financial Advisor Gregory Soergel strives to provide comprehensive financial solutions for individuals and organizations alike.

Merrill Lynch Financial Advisor Thomas W Elrod, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers insights, observations, and ideas to help clients achieve their financial goals. With a focus on treating clients like family, Tommy Elrod brings warmth, attentiveness, and commitment to each relationship. As a Senior Financial Advisor with the Hall Group at Merrill, Tommy helps clients from diverse backgrounds and life stages create cohesive financial frameworks to achieve their dreams. With a Bachelor's degree from Sacramento State and the Accredited Wealth Management Advisor designation, Tommy has particular expertise in wealth strategy. Outside of work, Tommy enjoys spending time with his wife and four daughters, as well as leading the men's ministry at his local church. The team at Merrill Lynch Wealth Management focuses on helping clients integrate multiple aspects of their wealth into a cohesive whole, tailored to their individual goals and priorities. By staying connected with clients and revisiting their financial approach regularly, the team helps clients adapt to changes in their lives and the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors like Thomas Elrod are dedicated to helping clients achieve their financial goals.

Brian Horn, Waddell & Reed is a prominent financial institution located at 6830 Southwest Atlanta Street in Tigard, Oregon, United States. Specializing in financial planning and investment services, they offer personalized strategies to help individuals and families achieve their financial goals. With a team of experienced advisors, Brian Horn, Waddell & Reed provides comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, this institution is dedicated to helping you build a secure financial future.

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.

The Bridgeport Group - Morgan Stanley is a renowned financial institution located at 4800 Meadows Road in Lake Oswego, Oregon, United States. As a part of the Morgan Stanley family, the Bridgeport Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Visit the Bridgeport Group - Morgan Stanley today for expert advice and top-notch financial services.

SRM Advisors, located at 6600 Southwest 92nd Avenue, Portland, Oregon, United States, is a finance institution that specializes in Family Wealth Management. Our team focuses on building long-term, customized relationships with our clients to help them achieve their financial goals. We offer a range of services including financial planning, investment management, and estate planning. Our advisors provide objective advice on a fee basis to ensure that our clients receive the best possible guidance. We are committed to helping our clients make informed decisions about their finances and are always available for consultations at no charge. Please note that we are registered in specific states and can only provide services to residents of those states. Contact SRM Advisors today to start a conversation about your financial future.

Addison Avenue Investment Services is a finance institution located at 1044 Northeast Circle Boulevard in Corvallis, Oregon, United States. With a focus on providing personalized investment solutions to its clients, Addison Avenue Investment Services offers a wide range of financial services including wealth management, retirement planning, and investment advice. Their team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Addison Avenue Investment Services today to start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Gregory M Ilg, located at 800 Willamette Street in Eugene, Oregon, is a finance institution dedicated to managing your wealth with a personalized approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Ilg can help create a flexible strategy tailored to your unique financial goals. By participating in the community and volunteering with local organizations, Gregory Ilg demonstrates a commitment to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Gregory Ilg can help you build a personalized plan centered on your goals and focused on what you want to achieve. By understanding your investment personality and preferences, he can customize a financial approach to help you pursue what matters most to you. With regular check-ins to discuss changes in your life and financial markets, Gregory Ilg aims to help you stay on track to achieve your goals.

Sequential Group - Morgan Stanley is a renowned finance institution located at 975 Oak Street in Eugene, Oregon, United States. As a part of the Morgan Stanley family, Sequential Group offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Sequential Group - Morgan Stanley is committed to providing top-notch financial expertise and guidance.

Merrill Lynch Financial Advisor Sally Stender Kesey is a finance institution located at 800 Willamette Street in Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Sally Stender Kesey focuses on understanding your family, goals, and priorities to help you pursue your financial goals while managing investment risk. The institution believes in creating personalized plans to help you manage, grow, and preserve your wealth today and for the future. Through the Investment Personality Assessment, they aim to understand your investing preferences and create a customized financial approach tailored to your needs. The team at Merrill Lynch Wealth Management is committed to helping you achieve your financial goals by staying on track, regardless of market fluctuations or life changes. By getting to know you personally and understanding what matters most to you, they can offer advice and guidance to help you address challenges and reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Sally Stender Kesey is dedicated to helping you live your best financial life.

Jones & Roth CPAs and Business Advisors is a leading institution in the field of accounting and finance, located at 260 Country Club Road in Eugene, Oregon, United States. With over 75 years of experience, our specialized teams of experts are dedicated to helping businesses, nonprofits, and individuals achieve their financial goals. We offer services in Financial & Operational Management Excellence, partnering with clients to provide tailored solutions. Our team of experienced CPAs and Business Advisors work in 13 specialized teams, ensuring comprehensive and personalized service. We have three office locations in Oregon, including Eugene, Bend, and Hillsboro. Our team members, such as Kim, Michael, Nicole, Robin, and Evan, bring a diverse range of expertise and experience to the firm. From employee benefit audits to wealth management services, our professionals are committed to delivering top-notch service to our clients.

Merrill Lynch Financial Advisor George C Carter is a finance institution located at 1255 Lee Street Southeast, Salem, Oregon, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. George Carter can help create a flexible strategy tailored to your specific needs in today's ever-changing market. By offering access to Merrill's investment insights and Bank of America's banking solutions, George can assist you in pursuing your financial goals through personalized wealth management strategies. George Carter follows the Merrill tradition of community involvement, volunteering with local organizations to give back. With Merrill Personal Wealth Analysis™, a personalized plan can be developed based on your goals and aspirations. As your life and goals evolve, George will help you adjust your financial approach to reflect these changes and keep you on track to achieve what matters most to you.

Merrill Lynch Financial Advisor Brandon Perkins is located at 1255 Lee Street Southeast, Salem, Oregon, United States. Brandon Perkins is a Senior Vice President and Senior Financial Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. He is committed to building and maintaining strong relationships with clients, providing customized advice and guidance to individuals, couples, families, and businesses. Brandon's areas of focus include investment management, retirement planning, education funding, and wealth transfer strategies. He has a background in banking and lending services, as well as experience in working with business owners on retirement planning initiatives. Brandon believes in building long-term relationships with clients, tailored to their evolving life priorities and interests. He is dedicated to helping clients achieve their financial goals through personalized plans centered on their aspirations. With access to the resources of Merrill and Bank of America, Brandon works with clients to develop financial approaches designed to address their needs. Brandon and his team are committed to building strong client relationships based on trust and personalized service. To learn more about the services offered by Merrill Lynch Financial Advisor Brandon Perkins, visit the institution at 1255 Lee Street Southeast, Salem, Oregon, United States.

Merrill Lynch Financial Advisor Kyle Gallagher, located at 1255 Lee Street Southeast, Salem, Oregon, United States, is dedicated to helping you manage your wealth by understanding your complete financial picture. With a focus on your goals, priorities, and family, Kyle Gallagher can create a personalized strategy tailored to today's market conditions. As a part of Merrill Lynch Wealth Management, Kyle provides access to investment insights and banking solutions from Bank of America to help you pursue your financial goals. Kyle Gallagher believes that financial success is achieved through personalized investment decisions that align with your aspirations. By utilizing the Merrill Investment Personality Assessment, Kyle can gain a deeper understanding of your investing preferences and create a customized financial approach. With a focus on building a long-term relationship, Kyle is committed to helping you navigate life changes and market fluctuations to stay on track towards your goals.

Rogue Advisors, located at 1246 Northeast 7th Street in Grants Pass, Oregon, is a finance institution that offers fully transparent, fee-only fiduciary services with no commissions or quotas. Their goal is to help clients reach their financial goals through comprehensive financial planning and investment management. The institution strives to simplify the financial planning and investing process, providing peace of mind through data-backed advice and personalized asset allocation based on individual risk tolerance and goals. Rogue Advisors is a uniquely designed financial advisor firm near the famous Rogue River in Grants Pass. They emphasize understanding clients' goals and values to provide tailored financial methods and personal assistance. The institution's mission is to help clients maximize their financial potential and achieve generational wealth with expert guidance and optimized investment strategies.

Edward Jones is a renowned finance institution located at 4200 Mercantile Drive in Lake Oswego, Oregon, United States. With a strong presence in the financial industry, Edward Jones offers a wide range of services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Edward Jones is known for their personalized approach, tailored solutions, and commitment to providing top-notch financial guidance to individuals and families.

Householder Group is a finance institution located at 10135 Southeast Sunnyside Road in Clackamas, Oregon, United States. With a focus on providing personalized financial services, Householder Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Householder Group is committed to helping you make informed decisions and build a strong financial foundation.