TOP 30 Financial advisor roles in Oregon

4 results found

Merrill Lynch Financial Advisor Michael A Hogan, located at 1211 Southwest 5th Avenue, Portland, Oregon, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be paired with advisors best suited to their needs. Hogan's mission is to deeply understand each client's financial picture and create a personalized wealth management strategy to help pursue their goals. By focusing on potential solutions and turning goals into reality, Hogan helps clients manage, grow, and preserve their wealth. Through access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a financial approach tailored to their needs. The institution offers an Investment Personality Assessment to help customize the financial approach based on each client's investing preferences. Success is measured by the progress made towards reaching financial goals, with adjustments made as needed. With a focus on bringing fresh perspectives to financial life, Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, Merrill goes beyond the traditional role of an advisor by providing a broad range of brokerage, investment advisory, and other services. Consulting legal and tax advisors before making financial decisions is recommended.

Adam Feik is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 528 Cottage Street Northeast in Salem, Oregon. With a focus on providing personalized financial planning and investment strategies, Adam and his team help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Adam Feik is dedicated to providing expert financial advice and guidance to help clients make informed decisions. Trust Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and create a customized plan tailored to your unique needs.

Merrill Lynch Wealth Management Advisor Irina Pack, CFA, CFP(R) is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. With over 15 years of experience in finance, Irina is dedicated to helping clients understand their investments and simplify their financial lives. She offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Irina's mission is to understand each client's unique goals and aspirations, designing personalized plans to help them pursue financial success while managing investment risk. By listening carefully and asking thoughtful questions, Irina aims to turn client's goals into reality. She believes in creating an approach that aligns with the client's aspirations, whether it's planning for retirement, funding a child's education, or preparing for the future. With a focus on investment insights and banking solutions, Irina works with clients to develop strategies tailored to their financial needs. The institution offers tools to help clients track changes in their lives and adjust their financial approach accordingly. By providing access to the investing insights of Merrill and banking capabilities of Bank of America, Irina helps clients make informed decisions as they pursue their goals. The institution goes beyond the traditional role of an advisor, offering research, resources, and personalized financial guidance to help clients achieve their financial objectives.

Carmen Wong at 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 finances. 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 financial investments. They also provide valuable insights on how to make the most out of restricted stock units (RSUs) if your organization offers them as a form of compensation.