TOP 30 Financial decision making strategies in Lake Oswego, Oregon

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Merrill Lynch Financial Advisor Kimberly F. Perreira is a finance institution located at 4004 Kruse Way Place, Lake Oswego, Oregon, United States. Managing your wealth with Kimberly begins with a comprehensive understanding of your financial situation and goals. By creating a flexible strategy tailored to your needs and providing access to investment insights from Merrill and banking solutions from Bank of America, Kimberly can help you pursue your financial goals through personalized wealth management strategies. Kimberly follows the Merrill tradition of community involvement and volunteers with local organizations. With the Merrill Personal Wealth Analysis™, Kimberly can build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand your priorities and values, Kimberly can help you make informed investment decisions and trade-offs to reach your meaningful goals.

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.

U.S. Bancorp Investments - Financial Advisors in Lake Oswego is a leading finance institution located at 333 South State Street in Lake Oswego, Oregon. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our advisors are here to provide you with the tools and resources you need to make informed decisions. Visit us today to learn more about how we can help you secure your financial future.

Point Forward Wealth Advisors - Ameriprise Financial Services, LLC is a reputable finance institution located at 334 3rd Street in Lake Oswego, Oregon, United States. As a part of Ameriprise Financial Services, LLC, they offer a wide range of financial services to help clients plan for their future and achieve their financial goals. Their team of experienced advisors provides personalized guidance and strategies to help clients make informed decisions about investments, retirement planning, estate planning, and more. With a focus on putting their clients' needs first, Point Forward Wealth Advisors is dedicated to helping individuals and families secure their financial future.

and the financial markets can change over time. That's why we regularly review your financial strategy, making adjustments as needed to help you stay on track. Whether you're planning for retirement, saving for a major purchase, or looking to pass wealth to future generations, we are here to provide guidance and support every step of the way. As a Merrill Lynch Financial Advisor, Wendy K. Theetge is dedicated to helping clients navigate the complexities of financial planning. With a focus on building strong client relationships based on trust and personalized service, Wendy and her team at the Lake Oswego, Oregon location are committed to understanding your unique needs and goals.

Merrill Lynch Financial Advisor Richard A Barker, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution dedicated to helping clients make important financial decisions. Richard Barker is committed to building strong relationships with clients, focusing on personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can create flexible strategies to navigate changing market conditions. Richard Barker follows the Merrill tradition of community involvement, volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, clients can develop personalized financial plans centered on their goals. The team at Merrill Lynch Wealth Management works closely with clients to identify and define their goals, creating strategies that reflect their investment styles and life plans. By understanding clients' financial personalities and preferences, Merrill can customize approaches to help clients pursue their unique objectives. With a focus on ongoing communication and adjustments, the team at Merrill Lynch aims to help clients stay on track to achieve their financial goals. Richard Barker is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Clients can expect personalized investment strategies and comprehensive financial solutions from the Merrill team, supported by the resources of Bank of America. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. With a commitment to putting clients first and providing the latest investment insights, Merrill Lynch Financial Advisor Richard A Barker offers a dedicated and personalized approach to financial planning.

Merrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER. At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.

Merrill Lynch Financial Advisor Dustin R Tanquary is a trusted finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. The Barsotti Tanquary Group, of which Dustin R Tanquary is a part, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They are dedicated to being your primary source for financial advice and guidance, ensuring that you value the dedication and diligence offered at each step of the financial planning process. The team at Merrill Lynch Financial Advisor Dustin R Tanquary shares a common goal: to help you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. They prioritize your personal perspective and priorities, aiming to bring simplicity and transparency to the complexities of finance. Their goal is to make planning for the future an exciting journey that helps you reach your financial goals.

The Law Office of Sara K. Yen, PC, located at 5200 Meadows Road in Lake Oswego, Oregon, is your go-to destination for all your legal needs. Sara Yen, a skilled attorney with a Master of Laws (LL.M.) in Taxation from the University of Washington School of Law, is ready to guide you through the complexities of estate planning, probate and trust administration, special needs planning, guardianship, and conservatorship. With a Juris Doctor (J.D.) from Boston College Law School and a Bachelor’s Degree in French from Portland State University, Sara is well-equipped to help you secure your future legacy. Embark on a journey with Sara as your trusted mentor, crafting the perfect legal strategy tailored to your financial goals. Sara believes in making the legal process relatable and easy to understand, empowering you to make informed decisions like a pro. Whether you need assistance with estate planning or special needs planning, Sara is here to help you conquer the legal landscape and secure a legacy fit for a hero.

Northwest Investment Counselors, LLC is a finance institution located at 5885 Meadows Road in Lake Oswego, Oregon, United States. They offer personalized investment management services to help clients achieve their financial goals. With a team of experienced professionals, Northwest Investment Counselors, LLC provides tailored investment strategies and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or save for a specific goal, Northwest Investment Counselors, LLC can help you navigate the complexities of the financial markets.

Baird Private Wealth Management is a leading financial institution located at 5400 Meadows Road in Lake Oswego, Oregon, United States. With a focus on providing personalized wealth management services, Baird helps clients achieve their financial goals through tailored investment strategies and expert advice. Whether you are planning for retirement, managing your assets, or looking to grow your wealth, Baird's team of experienced professionals are dedicated to helping you secure your financial future. Trust Baird Private Wealth Management to provide you with the guidance and support you need to make informed financial decisions and build a solid financial foundation.