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TOP 30 Financial advisor expertise in West Linn, OR
13 results found
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Pacific Coast Investment Advisors, LLC
Pacific Coast Investment Advisors, LLC is a renowned finance institution located at 1914 Willamette Falls Drive in West Linn, Oregon, United States. With a team of experienced professionals, Pacific Coast Investment Advisors, LLC offers expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Pacific Coast Investment Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and let them guide you towards financial success.
Patrick Haley - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Haley is a financial advisor at Ameriprise Financial Services, LLC located at 1742 Willamette Falls Drive in West Linn, 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®. Patrick Haley is dedicated to providing expert financial advice and assistance to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment opportunities. With a strong commitment to ethics and ongoing education, Patrick Haley ensures that his clients receive the highest level of service and expertise in the field of finance.
Chad Martindale - Private Wealth Advisor, Ameriprise Financial Services, LLC
Chad Martindale - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1800 Blankenship Road, West Linn, Oregon, United States. Chad Martindale holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Chad Martindale is dedicated to helping clients achieve their financial goals and secure their financial future.
Jake Easterly - Financial Advisor, Ameriprise Financial Services, LLC
Jake Easterly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1800 Blankenship Road, West Linn, Oregon, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Jake Easterly provides comprehensive financial services to individuals and small business owners. He is dedicated to upholding a high standard of ethics and professionalism in the finance industry. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Jake Easterly is committed to helping you achieve your financial goals.
Kristi Van Vleck - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kristi Van Vleck - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1660 Willamette Falls Drive, West Linn, Oregon, United States. The institution offers a range of certification programs such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of finance, including asset management, estate planning, retirement planning, investment analysis, risk management, and more. The institution aims to provide comprehensive financial planning services to individuals and businesses, ensuring ethical practices and high standards of expertise.
Chelsea McGraw - Financial Advisor, Ameriprise Financial Services, LLC
Chelsea McGraw is a Financial Advisor at Ameriprise Financial Services, LLC located at 1660 Willamette Falls Drive in West Linn, Oregon, United States. Chelsea 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 Chelsea's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Chelsea is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Chelsea McGraw is here to help with her extensive knowledge and experience in the field of finance.
Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services, LLC
Theresa Austria-Kenney is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1800 Blankenship Road, West Linn, Oregon, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. Theresa is dedicated to providing personalized financial advice and helping clients achieve their financial goals. With a focus on ethical practices and continuous education, she is committed to serving individuals, retirees, small business owners, and high net worth clients. Contact Theresa Austria-Kenney for comprehensive wealth management services tailored to your specific needs.
Dustin Fadenrecht - Financial Advisor, Ameriprise Financial Services, LLC
Dustin Fadenrecht is a Financial Advisor at Ameriprise Financial Services, LLC located at 1742 Willamette Falls Drive in West Linn, Oregon, United States. Dustin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Dustin is dedicated to helping individuals make informed financial decisions and achieve their financial goals. He also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. Contact Dustin Fadenrecht for personalized financial advice and guidance tailored to your specific needs.
Jeff Marshall - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Marshall is a Financial Advisor at Ameriprise Financial Services, LLC located at 1800 Blankenship Road, West Linn, Oregon, United States. Jeff holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Jeff offers a range of services including retirement planning, investment strategies, and risk management. Jeff is committed to upholding a code of ethics and continuing education to ensure he provides the highest level of service to his clients.
Laura Steagall - Private Wealth Advisor, Ameriprise Financial Services, LLC
Laura Steagall is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1742 Willamette Falls Drive in West Linn, Oregon, United States. Laura 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®. These certifications demonstrate Laura's expertise in asset management, estate planning, retirement planning, investment management, financial planning principles, and more. As a Certified Military Financial Advisor®, Laura is also trained to serve veterans and active duty military personnel. With a focus on providing comprehensive financial planning services, Laura Steagall is dedicated to helping individuals and families achieve their financial goals and secure their financial future.
The Law Office of Jonathan D. Mishkin, P.C.
The Law Office of Jonathan D. Mishkin, P.C. is a trusted institution located at 24700 Southwest Valley View Road in West Linn, Oregon, United States. Specializing in accounting, finance, and legal services, we are dedicated to helping individuals and small businesses with tax, business, and estate planning matters. Our experienced team offers assistance with federal and state tax debt, tax planning, estate planning, and business advisory services. With a focus on tax controversy defense, we provide representation from audit to tax court, as well as assistance with settlement offers for tax debt. Our team also helps individuals with estate planning, utilizing various tools such as wills, trusts, and other devices to transfer assets in a tax-advantaged manner. We offer personalized services tailored to each client's unique needs, ensuring a successful path to resolution.
The Law Office of Jonathan D. Mishkin, P.C.
The Law Office of Jonathan D. Mishkin, P.C. is a renowned institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to assisting individuals and small businesses with tax, business, and estate planning matters. With a focus on both domestic and international tax planning and controversy, we offer representation for audits, appeals, and tax court cases. Our experienced team also helps clients prepare settlement offers for state and federal tax debt, ensuring the best possible outcome.
Settlement Professionals Inc
Settlement Professionals Inc, located at 1800 Blankenship Road in West Linn, Oregon, is a finance and insurance agency that specializes in protecting law firms from liability and deferring taxes on legal fees. With over 30 years of experience, SPI has been dedicated to helping plaintiffs save on taxes, earn more from investments, and receive more government benefits. Their unique "plaintiff-only focus" approach in settlement planning sets them apart in the industry. By offering a holistic approach to planning, SPI matches the needs of their clients with the available resources. They also work with their affiliate PMLS consulting to reduce liability to Medicare and increase future coverage, often avoiding the need for Medicare Set-Aside accounts.
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