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TOP 30 Financial advice in Clackamas, OR
18 results found
Search for local businesses, places and services near you
Bryce Jackson - COUNTRY Financial Representative
Bryce Jackson - COUNTRY Financial Representative is a finance and insurance agency located at 8800 Southeast Sunnyside Road in Clackamas, Oregon. As a representative of COUNTRY Financial, Bryce Jackson provides a wide range of financial services and insurance products to help individuals and families plan for their future and protect their assets. With a commitment to personalized service and expert financial advice, Bryce Jackson is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Bryce Jackson today to learn more about the services offered and how they can help you plan for a secure financial future.
James Maciokas - COUNTRY Financial Representative
James Maciokas is a dedicated COUNTRY Financial Representative located at 8800 Southeast Sunnyside Road in Clackamas, Oregon. As a finance and insurance agency, James provides expert advice and personalized service to help clients achieve their financial goals and protect their assets. With a strong commitment to integrity and professionalism, James Maciokas is a trusted partner for individuals and families seeking financial security and peace of mind. Contact James today to discuss your financial needs and create a customized plan for a secure future.
Christi Houser - COUNTRY Financial Agency Manager
Christi Houser - COUNTRY Financial Agency Manager is a reputable finance and insurance agency located at 12550 Southeast 93rd Avenue in Clackamas, Oregon, United States. As the agency manager, Christi Houser provides expert financial and insurance services to individuals and businesses in the area. With a strong focus on customer satisfaction and personalized solutions, clients can trust Christi Houser to help them navigate the complexities of insurance and financial planning. Whether you are looking for insurance coverage or investment advice, Christi Houser - COUNTRY Financial Agency Manager is dedicated to helping you achieve your financial goals.
New American Funding - Clackamas, OR
New American Funding - Clackamas, OR is a finance institution located at 12550 Southeast 93rd Avenue in Clackamas, Oregon. Our dedicated team of mortgage lenders is passionate about helping homeowners and future homeowners in the Clackamas community achieve their dream of home ownership. We offer informed advice and reliable mortgage lending services from the loan origination stage to funding, ensuring a positive experience for our clients. Our elite team of underwriters and funders work efficiently to close loans quickly, providing additional financing options and excellent customer service. Through our Pathway to Homeownership initiative, we offer up to $8,000 in assistance to qualified borrowers in select areas, helping make the home buying process more affordable. With NAF Cash, buyers can make a competitive cash offer and close in as little as seven days. We also offer low down payment options and special terms for veterans and active duty military. Customer service is our top priority, so please contact us with any concerns or complaints regarding your loan origination. Visit us today and see why New American Funding - Clackamas, OR is a trusted partner in achieving your homeownership goals.
Seasons Financial Group, Inc.
Seasons Financial Group, Inc. is a reputable finance institution located at 9200 Southeast Sunnybrook Boulevard in Clackamas, Oregon, United States. With a team of experienced financial experts, Seasons Financial Group, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Seasons Financial Group, Inc. is committed to providing personalized solutions to meet your unique needs. Visit us today to learn more about how we can help you secure a brighter financial future.
oneriver financial
OneRiver Financial is a fiduciary institution located in Clackamas, Oregon, United States. Our legal duty is to prioritize your needs, ensuring that your best interests are always at the forefront. We understand that everyone's wealth journey is unique, which is why we offer personalized wealth management services that go beyond just investment advice. Our team is dedicated to aligning your personal goals, values, and future wishes with your financial plan, ensuring that every decision made is deliberate and disciplined. We aim to alleviate the stress of financial uncertainty and help you create a solid plan for your financial future.
SagePoint Financial
SagePoint Financial is a leading finance institution located at 8800 Southeast Sunnyside Road in Clackamas, Oregon, United States. With a strong reputation for providing top-notch financial services and expert advice, SagePoint Financial is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or wealth management services, SagePoint Financial has the expertise and resources to assist you every step of the way. Trust in SagePoint Financial to be your partner in financial success.
Price Financial Group
Price Financial Group is a leading finance institution located at 10121 Southeast Sunnyside Road in Clackamas, Oregon, United States. With a reputation for excellence and expertise in financial services, Price Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Price Financial Group has the knowledge and resources to help you achieve your financial goals. Trust in Price Financial Group for all your financial needs.
Nicholas Hymel - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Hymel - Financial Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located at 9200 Southeast Sunnybrook Boulevard in Clackamas, Oregon. Specializing in providing personalized financial planning and investment services, Nicholas Hymel offers expert advice and guidance to help clients achieve their financial goals. With a dedication to transparency and integrity, this institution is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Nicholas Hymel - Financial Advisor can provide the expertise and support you need to secure your financial future.
Edward Jones - Financial Advisor: Ken McClintock, AAMS™
Edward Jones - Financial Advisor: Ken McClintock, AAMS™ is a trusted financial institution located at 10217 Southeast Sunnyside Road in Clackamas, Oregon, United States. As a dedicated and experienced financial advisor, Ken McClintock, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for retirement, save for your child's education, or plan for other financial milestones, Ken McClintock, AAMS™ can help guide you through the process with expert advice and tailored solutions. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Ken McClintock, AAMS™ is a reliable partner in helping you secure your financial future.
LPL Financial
LPL Financial is a leading finance institution located at 9200 Southeast Sunnybrook Boulevard in Clackamas, Oregon, United States. Specializing in providing a wide range of financial services, LPL Financial is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. With a team of experienced professionals and a commitment to client satisfaction, LPL Financial is a trusted partner for individuals and businesses seeking financial guidance and support.
Farmers Insurance - Fadia Hadeed
Farmers Insurance - Fadia Hadeed is a local insurance agency located at 14210 Southeast Sunnyside Road in Clackamas, Oregon. As a Farmers® agent, Fadia Hadeed helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage for your most valuable possessions, including your home, car, and personal belongings. They also offer life insurance, renters insurance, condo insurance, and business insurance tailored to your unique needs. Additionally, Farmers Insurance offers recreational insurance options for motorcycles, boats, ATVs, and more. Fadia Hadeed is dedicated to helping you build a solid financial plan for a secure future. Contact Farmers Insurance - Fadia Hadeed today for personalized insurance quotes and expert advice on protecting what matters most to you.
H&R Block
H&R Block is a renowned accounting and finance institution located at 11987 Southeast Sunnyside Road in Clackamas, Oregon, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal finances or a business owner in need of expert accounting advice, H&R Block is dedicated to providing top-notch services to meet your needs. Visit our location in Clackamas today to learn more about how we can help you achieve your financial goals.
Bob Hailey, Branch Manager - New American Funding
Bob Hailey, Branch Manager at New American Funding in Clackamas, Oregon, is dedicated to providing top-notch customer service and unbiased advice to help individuals achieve their dream of homeownership. As part of the Pathway to Homeownership initiative, qualified borrowers can receive up to $8,000 in assistance without the need for repayment. This program, along with NAF Cash and other down payment assistance options, aims to make the home buying process easier and more affordable. With a focus on speed, professionalism, and personalized service, Bob and his team strive to meet the needs of each client, ensuring a smooth and efficient loan process. Whether you are refinancing or purchasing a new home, Bob Hailey and New American Funding are here to help you every step of the way. Contact them today to learn more about your financing options and start your journey towards homeownership.
Root Mortgage
Root Mortgage, located at 10151 Southeast Sunnyside Road, Clackamas, Oregon, is a finance institution that is dedicated to helping individuals with their mortgage needs. Whether you are a first-time homebuyer, looking to refinance, or interested in investing in real estate, Root Mortgage is here to assist you every step of the way. Founded in 2014, Root Mortgage utilizes the latest technology to provide exemplary, personalized service to clients on their home buying or refinancing journey. With a focus on adapting to the ever-changing housing market, Root Mortgage offers a variety of mortgage options tailored to fit every household, from first-time buyers to investors. Their streamlined, 100% online loan application process ensures a professional and prompt closing, usually in less than 30 days. Root Mortgage aims to provide the same quality service and advice to clients as they would to their own family and friends. With a focus on personal attention, high-quality service, and a client-focused approach, Root Mortgage is dedicated to helping clients achieve their dreams of homeownership. Contact Root Mortgage today to see how they can assist you with your specific mortgage needs.
Summa Global Advisors
Summa Global Advisors is a leading financial institution located at 12901 Southeast 97th Avenue in Clackamas, Oregon, United States. Specializing in providing expert financial advice and services, Summa Global Advisors is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Summa Global Advisors is a trusted partner for all your financial needs.
Legacy Finance Group, LLC
Legacy Finance Group, LLC is a reputable finance institution located at 13605 South Clackamas River Drive in Oregon City, Oregon. As a leading financial services provider in the region, Legacy Finance Group offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, they provide personalized services to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with loans, Legacy Finance Group is dedicated to helping you achieve your financial goals. Visit their office in Oregon City to learn more about the services they offer and how they can help you secure a prosperous financial future.
Dale A. Jenkins CPA PC
Dale A. Jenkins CPA PC is a reputable accounting and finance institution located at 15875 Southeast 114th Avenue in Clackamas, Oregon, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Clients can trust Dale A. Jenkins CPA PC to provide accurate and reliable financial advice to help them achieve their financial goals.
List of local businesses, places and services in Oregon
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