TOP 30 Best Financial advice in Portland, Oregon

Nathan Jones - Thrivent is a finance institution located at 9397 Southwest Locust Street, Portland, Oregon, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states including CA, MN, OR, VT, and WA, they provide services such as insurance, investment advisory, and financial planning. Thrivent does not provide legal, accounting, or tax advice, but can assist clients in creating a financial plan through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which includes written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Clients can visit the National Association of Insurance Commissioners website to verify licensing. Consult your attorney or tax professional for legal or tax advice. For more information, visit their website or FINRA's Broker Check.

JGP Wealth Management is a finance institution located at 760 Southwest 9th Avenue in Portland, Oregon, United States. Since 1993, we have been dedicated to providing a higher standard of financial services to entrepreneurs and executives, helping them address their financial concerns and leverage opportunities. Our core values serve as the foundation for our mission in serving you, coordinating and managing your financial affairs so you can focus on what's most important to you. As a Registered Investment Adviser, we offer advisory services to clients where we are properly licensed. Our partnership with Fidelity Investments allows us to provide additional services to our clients. Contact us at our Portland or Bend office to learn more about how we can help you confidently live the life you want.

TruBridge Wealth Advisors, an Ameriprise Private Wealth Advisory Practice, located in Portland, Oregon, is a finance institution dedicated to helping clients achieve their financial goals. As part of AGP Wealth Advisors and recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. We work closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. Our team of Ameriprise financial advisors, registered in specific U.S. states, are committed to providing comprehensive financial planning concepts during complimentary initial consultations. While we cannot guarantee future financial results, we are dedicated to helping clients navigate the ever-changing financial landscape. Contact us today to schedule a consultation and learn more about how we can support you in achieving your financial objectives.

Raaf Investment Advisors is a leading finance institution located at 2416 Southwest Vista Avenue in Portland, Oregon, United States. With a team of experienced financial experts, Raaf Investment Advisors offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raaf Investment Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust Raaf Investment Advisors to guide you towards a secure financial future.

Vista Capital Partners is a finance institution located at 9755 Southwest Barnes Road in Portland, Oregon, United States. We believe that a well-constructed financial plan is the best investment you can make, and our disciplined, long-term approach is designed to protect and grow your wealth at every stage of life. As your goals evolve, from saving for college to planning for retirement, our team is here to help you live life fully. We value evidence over ego and long-term happiness over short-term hype, and our blog is a resource for unbiased answers to your financial questions. Visit us at Suite 595 in Portland to get started on your financial journey with Vista Capital Partners.

Buckingham Strategic Wealth is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your finances. They also provide guidance on how to make the most of restricted stock units (RSUs) if your organization offers them as a form of compensation. Your values are at the core of every financial decision you make, and Buckingham can help align your financial plan with what matters most to you.

Finity Group is a leading financial institution located at 5550 South Macadam Avenue in Portland, Oregon, United States. Specializing in finance, our team of experts is dedicated to helping clients achieve their financial goals through personalized strategies and solutions. Whether you are looking to invest, plan for retirement, or manage your wealth, Finity Group is committed to providing top-notch service and guidance every step of the way. Visit us today and see how we can help secure your financial future.

The Lewis-Stefani Group is a renowned finance institution located at 5331 South Macadam Avenue in Portland, Oregon, United States. With a strong reputation for providing expert financial advice and services, the Lewis-Stefani Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at the Lewis-Stefani Group is committed to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a stable financial future.

Carson Wealth, located at 4949 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers a personalized approach to uncovering your true wealth through their "Wealth Designed. Life Defined." approach. Their team of financial advisors serves Lake Oswego, Portland, and surrounding areas with easy-to-understand financial advice, including portfolio management, financial planning, risk management, estate planning, and tax planning. With a focus on helping your wealth reach a higher purpose, Carson Wealth also provides guidance on managing family finances in today's rapidly evolving economic landscape. They have received prestigious awards such as Forbes Best-in-State Wealth Advisor and have been recognized for their innovative contributions to the industry. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC. For more information on Carson Wealth and their advisors, visit their website or consult the appropriate regulatory agencies.

Vision Capital Management Inc is a reputable finance institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Vision Capital Management Inc is here to provide tailored solutions and personalized advice to meet your needs. Trust us to guide you towards a brighter financial future.

Pacific Retirement Partners is a forward-thinking finance institution located at 10260 Southwest Greenburg Road in Portland, Oregon. Specializing in objective investment advisory services, our team at Multnomah Group is dedicated to helping clients create world-class retirement plans for their employees. As a 100% fee-for-service consulting firm, we prioritize our clients' needs without the influence of conflicts or shareholders. Our annual fiduciary program focuses on providing comprehensive strategies for investment oversight, vendor and plan management, and plan governance to ensure the retirement readiness of employees. We strive to arm plan sponsors with the tools and knowledge needed to navigate the complexities of overseeing their retirement plans. Additionally, our guide "Cultivating Retirement Success" offers streamlined best practices for committees to effectively execute fiduciary duties. We are proud to have been recognized by the National Association of Plan Advisors and PLANADVISER, showcasing our commitment to excellence in the industry. Join us in creating a successful retirement plan for your employees.

Deloitte, located at 1125 Northwest Couch Street, Portland, Oregon, United States, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, they help clients gain a competitive advantage in their industries. Deloitte offers training and mentorship programs to help individuals excel in their careers and has a strong commitment to hiring veterans. With over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The culture at Deloitte is one of inclusion, collaboration, and high performance, providing employees with opportunities to do their best work. As part of the Deloitte network, the institution is committed to making a difference on business-critical projects. Visit www.deloitte.com/about to learn more about their global network of member firms. Join the Talent Network at Deloitte to explore career resources and potential job opportunities.

Irvine & Company CPAs is a reputable accounting and finance institution located in Portland, Oregon. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses. We offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Our office is conveniently located at 345 Northeast 102nd Avenue, making it easy for clients to access our expertise. Trust Irvine & Company CPAs for all your accounting and financial needs.

Jennifer de Thomas, CFP is a reputable finance institution located in Portland, Oregon, United States. Specializing in financial planning and wealth management, Jennifer de Thomas, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner designation, Jennifer de Thomas is dedicated to providing expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking investment opportunities, Jennifer de Thomas, CFP is committed to helping you make informed financial decisions. Contact them today to schedule a consultation and start building a solid financial foundation.

US Trust is a financial institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As an ATM, bank, and finance institution, we offer a wide range of services to help you achieve your financial goals. From sophisticated business and wealth strategies to philanthropic initiatives, we are here to help transform your world. Our team of professionals provides world-class expertise and personalized plans tailored to your needs. Backed by Bank of America Private Bank, one of the world's most powerful financial institutions, we offer resources and digital access from banking to CIO insights. Whether you are looking to share your wealth with future generations, protect your legacy, or navigate the art world, our customized solutions can help you prepare for what's next.

Merrill Lynch Private Wealth Advisor Sheri Lynne Gunnari, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. The team at Robertson Terrill Gypmantasiri Gunnari & Associates is composed of multi-generational professionals who provide seasoned advice and insight to clients undergoing major financial and life transitions. With a focus on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs and helping clients achieve their goals. As recognized leaders in the industry, the advisors at Robertson Terrill Gypmantasiri Gunnari & Associates have been honored by Forbes for their exemplary client service. With over $1.7 billion in assets under management, the team serves a diverse range of clients including business owners, professionals, successful women, and generations of families primarily on the West Coast and throughout the country.

Sidman Joy CPA is a reputable accounting and finance institution located at 9498 Southwest Barbur Boulevard in Portland, Oregon, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, and consulting. Their dedication to providing professional and personalized service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Sidman Joy CPA is the trusted partner you can rely on for all your accounting needs.

Liberty Tax Service is a reputable accounting and finance institution located at 12957 Southwest Pacific Highway in Portland, Oregon. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you're an individual looking to file your taxes or a business in need of financial guidance, Liberty Tax Service is dedicated to providing reliable and efficient solutions to meet your needs. Visit their office in Portland today to experience their top-notch services firsthand.

Isler Northwest LLC is a locally-owned firm of certified public accountants and business advisors located in Downtown Portland, Oregon. Our clients trust and rely on us for expert guidance in accounting and finance matters. We offer a wide range of services, including tax planning, audit requirements, international taxation expertise, retirement planning, and valuation assistance. Our professionals are dedicated to helping you achieve your financial goals and navigate the complexities of today's business environment. We have been recognized as one of Oregon's best companies to work for, emphasizing our commitment to work-life balance and family-friendly policies. With Isler Northwest, you can be confident that your financial needs are in good hands.

Central Welding Supply Weldor's Equipment Repair is a leading institution located at 6709 Southeast Lake Road, Milwaukie, Oregon, United States. They offer services throughout Western Washington, Southern Oregon, Portland, the Willamette Valley, and Alaska. The institution recently acquired Weldors Equipment Repair, a trusted repair facility for gas apparatus equipment and welding equipment/machines dating back to 1952. Central Welding Supply is dedicated to supporting and inspiring individuals considering welding as a career choice. They highlight the craftsmanship, financial security, and personal fulfillment that comes with a career in welding. They also recently opened a new location in Anchorage, AK, expanding their retail and service offerings in Alaska.

College Bound & Ready is a premier educational institution located at 2465 Southwest 75th Terrace in Portland, Oregon. Our mission is to prepare students for college and beyond by providing comprehensive academic support, personalized college counseling, and enrichment programs. Our experienced faculty and staff are dedicated to helping students develop the skills and confidence needed to succeed in higher education and the workforce. With a focus on individualized attention and a supportive learning environment, College Bound & Ready empowers students to reach their full potential and achieve their academic and career goals.

Liebert & Liebert CPA is a reputable accounting and finance institution located in Portland, Oregon. With a focus on providing high-quality financial services to individuals and businesses, Liebert & Liebert CPA is dedicated to helping clients achieve their financial goals. Their team of experienced CPAs offers a wide range of services including tax preparation, financial planning, and consulting. Located at 4300 Northeast Broadway, Liebert & Liebert CPA is a trusted partner for all your accounting and finance needs in the United States.

Dougall Conradie LLC is a reputable accounting and finance institution located at 9400 Southwest Barnes Road in Portland, Oregon. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or bookkeeping, Dougall Conradie LLC has the expertise to assist you. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Trust Dougall Conradie LLC to help you achieve your financial goals with precision and integrity.

Valley CFO Inc is a leading accounting and finance institution located in Portland, Oregon. Our team of experienced professionals provides expert financial services to businesses and individuals in the area. With a commitment to excellence and personalized service, we help our clients achieve their financial goals and navigate complex financial challenges. Visit us at 12909 Southwest 68th Parkway to learn more about how Valley CFO Inc can support your financial needs.

Wen Jiang is a reputable institution specializing in accounting and finance located at 7000 Southwest Hampton Street in Portland, Oregon, United States. With a team of experienced professionals, Wen Jiang offers a wide range of services including financial planning, tax preparation, and investment management. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Wen Jiang is dedicated to providing top-notch financial solutions to meet your needs.

Tax Pros Northwest is a reputable accounting and finance institution located at 11535 Southwest 67th Avenue in Portland, Oregon, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Tax Pros Northwest is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Trust Tax Pros Northwest to help you achieve your financial goals and secure your financial future.

Van Driesche Frank J is an accounting and finance institution located at 3104 Northeast Glisan Street in Portland, Oregon. With a focus on providing expert financial services, Van Driesche Frank J offers a range of accounting solutions tailored to meet the needs of businesses and individuals alike. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for assistance with tax preparation, bookkeeping, or financial planning, Van Driesche Frank J is committed to providing top-notch service and expertise.

McDonald Jacobs, PC is a full-service certified public accounting and consulting firm located in Portland, Oregon. Specializing in closely held businesses, nonprofits, trusts, and estates, as well as individual financial needs, McDonald Jacobs is dedicated to being a partner in your success and a friend in your community. From financial and compliance assurance services to tax planning and preparation, our experienced team is here to help you navigate the complexities of laws and regulations while honoring your wishes every step of the way. With a focus on diversity, equity, and inclusion, we strive to provide personalized service and expertise to meet your unique financial needs. Whether you're starting a new business, planning for the future, or looking to grow your existing business, McDonald Jacobs is here to support you every step of the way. Visit us at 121 Southwest Salmon Street in Portland to learn more about how we can help you achieve your financial goals.

Novogradac & Company LLP is a renowned accounting and finance institution located in the heart of Portland, Oregon. With a strong reputation for excellence in providing financial services, Novogradac & Company LLP offers a wide range of accounting and finance solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you are looking for tax planning, audit services, or financial consultation, Novogradac & Company LLP is committed to providing top-notch service and expertise.

Shelly S. Davis, CPA, PC is a reputable accounting and finance institution located at 9700 Southwest Capitol Highway in Portland, Oregon, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Clients can expect professional and personalized service to help them manage their finances effectively and achieve their financial goals.