Financial experts in West Linn, OR
26 results found
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Holly Kilgore - COUNTRY Financial Agent
● ClosedHolly Kilgore - COUNTRY Financial Agent is a trusted finance and insurance agency located at 21590 Willamette Drive in West Linn, Oregon, United States. As a COUNTRY Financial Agent, Holly Kilgore offers a wide range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and expert advice, Holly Kilgore is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Holly Kilgore - COUNTRY Financial Agent today to learn more about their services and how they can help you plan for a secure financial future.
21590 Willamette Dr, West Linn, OR 97068, United States -
Fund Small Business Loans West Linn OR
● Closedor a purchase. Additionally, personal guarantees from all owners with 20% or more ownership are typically required. The SBA loan process can be complex, but our team of experts is here to guide you through every step of the way. Fund Small Business Loans West Linn OR is committed to helping small businesses in the West Linn area thrive and grow. With a wide range of loan options available, including business term loans, working capital loans, SBA loans, equipment loans, and more, we have the financing solutions to meet your unique needs. Our streamlined application process and personalized approach make it easy for you to get the funding you need to take your business to the next level.
19555 Willamette Dr #13-E, West Linn, OR 97068, United States -
Type A Financial
● ClosedType A Financial is a leading finance and insurance agency located at 1800 Blankenship Road in West Linn, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with investments, retirement planning, insurance coverage, or any other financial matter, Type A Financial is here to help. Trust us to provide expert guidance and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
1800 Blankenship Rd #125, West Linn, OR 97068, United States -
Encompass Financial Planning
● ClosedEncompass Financial Planning is a leading finance institution located at 1800 Blankenship Road in West Linn, Oregon, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to plan for retirement, save for your child's education, or grow your investment portfolio, Encompass Financial Planning is here to provide comprehensive and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1800 Blankenship Rd #200, West Linn, OR 97068, United States -
Patrick Haley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick 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.
1742 Willamette Falls Dr, West Linn, OR 97068, United States -
Edward Jones - Financial Advisor: Bret L Reiner, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Bret L Reiner, CFP®|AAMS™ is a reputable financial institution located at 1800 Blankenship Road in West Linn, Oregon, United States. Specializing in providing personalized financial planning services, Bret L Reiner, a Certified Financial Planner and Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edward Jones - Financial Advisor: Bret L Reiner, CFP®|AAMS™ is committed to providing expert guidance and support every step of the way.
1800 Blankenship Rd Suite 435, West Linn, OR 97068, United States -
Edward Jones - Financial Advisor: W Corey Broughton, ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: W Corey Broughton, ChFC®|AAMS™ is a reputable financial institution located at 2180 8th Court, West Linn, Oregon, United States. Specializing in finance, they provide expert advice and services to help clients achieve their financial goals. With a focus on integrity and personalized solutions, W Corey Broughton, ChFC®|AAMS™ is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Trustworthy and experienced, this institution is committed to providing top-notch financial guidance to clients in the West Linn area and beyond.
2180 8th Ct Suite 200, West Linn, OR 97068, United States -
Edward Jones - Financial Advisor: Christian Garcia
● OpenEdward Jones - Financial Advisor: Christian Garcia is a finance institution located at 2180 8th Court in West Linn, Oregon. Christian Garcia is a trusted financial advisor who helps clients navigate the complexities of investing and financial planning. With a commitment to personalized service and a focus on long-term financial goals, Christian Garcia provides expert guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones - Financial Advisor: Christian Garcia can help you create a customized financial strategy that aligns with your unique needs and objectives. Contact Christian Garcia today to schedule a consultation and start building a solid financial foundation for tomorrow.
2180 8th Ct Suite 200, West Linn, OR 97068, United States -
Allstate Personal Financial Representative: Michael Hoover
● ClosedAllstate Personal Financial Representative Michael Hoover is a trusted finance and insurance agency located at 19163 Willamette Drive in West Linn, Oregon, United States. With a commitment to providing personalized financial solutions and insurance options tailored to each individual's needs, Michael Hoover is dedicated to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment advice, or insurance coverage, Michael Hoover is here to provide expert guidance and support. Contact us today to schedule a consultation and start securing your financial future.
19163 Willamette Dr, West Linn, OR 97068, United States -
Russel Williams - State Farm Insurance Agent
● ClosedWelcome to Russel Williams - State Farm Insurance Agent located at 6105 West A Street, West Linn, Oregon. Our agency offers personalized insurance options to protect what matters most to you. Whether you need auto insurance, motorcycle insurance, home insurance, renters insurance, life insurance, or business insurance, we are here to help. Our team of experienced professionals is dedicated to providing efficient and professional service to customers in West Linn, Lake Oswego, Oregon City, Wilsonville, and surrounding areas. With a focus on Auto, Home, Life, and Small Business Insurance needs, we strive to be your first and preferred choice for Insurance and Financial Services. Our team members, including Tiffany, Susan, Amanda, and Rowena, are committed to helping you achieve your economic goals, protect your family, and provide you with the coverage you need. We are fluent in English and Spanish, ready to assist customers in Washington, Oregon, and California. Whether you need assistance with insurance quotes, risk management, or understanding different insurance products, we are here to support you every step of the way.
6105 W A St Ste C, West Linn, OR 97068, United States -
Dawson Estate Law, P.C.
● ClosedDawson Estate Law, P.C. is a respected law firm located at 5695 Hood Street in West Linn, Oregon, United States. Specializing in Estate Planning and Administration, the firm has been serving individuals and families since 2007. The founder, with years of experience in the field, understands the importance of personalized legal services when it comes to financial security. At Dawson Estate Law, P.C., each client receives individualized attention to create a tailored estate plan that meets their unique needs and aspirations. The firm's collaborative approach involves listening to clients, understanding their goals, and working together to design a high-quality estate plan that is clear and effective.
5695 Hood St, West Linn, OR 97068, United States -
The Law Office of Jonathan D. Mishkin, P.C.
● ClosedThe 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.
4380 S Macadam Ave # 190, Portland, OR 97239, United States -
Farmers Insurance - Allen Rahrich
● ClosedFarmers Insurance - Allen Rahrich is an insurance agency located at 1869 Willamette Falls Drive in West Linn, Oregon. As a nearly 20-year resident of the area, Allen Rahrich is proud to serve as your local Farmers agent. He helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, business insurance, and more. The agency is located in the historic area of Willamette and offers personalized service to make you smarter about insurance. Allen has the knowledge and experience to help you understand your coverage options and find the right insurance for your budget. Whether you need car insurance, home insurance, life insurance, renters insurance, condo insurance, or business insurance, Allen can help you customize a policy to protect your assets. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Allen can also help you with recreational insurance for motorcycles, boats, ATVs, and more. Additionally, he can assist you with financial planning through Farmers Insurance and Financial Services. Contact Allen Rahrich at Farmers Insurance for comprehensive insurance coverage and professional advice on building a secure financial plan.
1869 Willamette Falls Dr, West Linn, OR 97068, United States -
Settlement Professionals Inc
● ClosedSettlement 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.
1800 Blankenship Rd Ste. 160, West Linn, OR 97068, United States -
Pacific Northwest Advisory
● ClosedPacific Northwest Advisory is a leading financial institution located at 19363 Willamette Drive in West Linn, Oregon. Specializing in providing expert financial advice and services to clients in the Pacific Northwest region, our team of experienced advisors are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pacific Northwest Advisory is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
19363 Willamette Dr Suite 352, West Linn, OR 97068, United States -
Young's Jewelers
● ClosedYoung's Jewelers is a prestigious institution located at 21140 Salamo Road in West Linn, Oregon. As a combination finance and jewelry store, Young's offers a wide range of exquisite jewelry pieces and accessories, as well as financial services to help customers make their dream purchases a reality. With a reputation for exceptional quality and customer service, Young's Jewelers is a trusted destination for those seeking luxury items and expert financial advice. Visit us today to experience the elegance and sophistication that Young's Jewelers has to offer.
21140 Salamo Rd, West Linn, OR 97068, United States -
Northwest Wealth Advisors
● ClosedNorthwest Wealth Advisors is a leading financial institution located at 1800 Blankenship Road in West Linn, Oregon, United States. As a trusted finance firm, Northwest Wealth Advisors offers expert financial planning, investment management, and wealth advisory services to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Northwest Wealth Advisors is dedicated to providing tailored financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or building wealth for the future, Northwest Wealth Advisors is here to help you navigate the complexities of financial planning and investment management. Trust Northwest Wealth Advisors to guide you towards a secure financial future.
1800 Blankenship Rd Suite 130, West Linn, OR 97068, United States -
Pacific Coast Investment Advisors, LLC
● ClosedPacific 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.
1914 Willamette Falls Dr STE 180, West Linn, OR 97068, United States -
Jason's Fin Tips
● OpenJason's Fin Tips is a leading finance institution located at 1645 Carriage Way in West Linn, Oregon, United States. Our experienced team provides expert financial advice and tips to help individuals and businesses manage their finances effectively. Whether you're looking to invest, save for the future, or plan for retirement, Jason's Fin Tips is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial success.
1645 Carriage Way, West Linn, OR 97068, United States -
Waterman Wealth Strategies
● ClosedWaterman Wealth Strategies is a leading financial institution located at 1753 Dollar Street in West Linn, Oregon, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and strategic investment strategies, we strive to provide our clients with the best possible financial solutions tailored to their individual needs. Trust Waterman Wealth Strategies to help you navigate the complexities of the financial world and build a secure financial foundation for you and your family.
1753 Dollar St, West Linn, OR 97068, United States -
Black Oak Investment Management Company
● ClosedBlack Oak Investment Management Company is a reputable finance institution located at 6117 Churchill Downs Drive in West Linn, Oregon, United States. With a focus on providing top-notch investment management services, Black Oak is dedicated to helping clients achieve their financial goals through strategic planning and expert advice. Their team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Black Oak Investment Management Company is the trusted partner you can rely on.
6117 Churchill Downs Dr, West Linn, OR 97068, United States -
ViewPointe Wealth Management
● OpenViewPointe Wealth Management is a premier finance institution located at 22400 Salamo Road in West Linn, Oregon, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, ViewPointe Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.
22400 Salamo Rd Ste 200, West Linn, OR 97068, United States -
The Economics Group, LLC
● OpenThe Economics Group, LLC is a finance institution located at 18866 Old River Drive in West Linn, Oregon, United States. Our team of experts specializes in providing comprehensive economic analysis, financial consulting, and investment strategies for individuals and businesses. With a focus on delivering personalized solutions tailored to meet our clients' specific needs, we strive to help them achieve their financial goals and navigate the complexities of the market with confidence. Trust The Economics Group, LLC to guide you towards a secure and prosperous financial future.
18866 Old River Dr, West Linn, OR 97068, United States -
Bray & Associates NW LLC
● ClosedBray & Associates NW LLC is a reputable accounting and finance institution located in West Linn, Oregon. With a focus on providing top-notch financial services, their team of experts is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Bray & Associates NW LLC is committed to delivering personalized solutions tailored to meet your specific needs. Visit them at 1980 Willamette Falls Drive to learn more about how they can help you achieve your financial goals.
1980 Willamette Falls Dr #200, West Linn, OR 97068, United States -
MCCOY FOAT & CO CPAs PC
● ClosedMCCOY FOAT & CO CPAs PC is a reputable accounting and finance institution located at 1800 Blankenship Road in West Linn, Oregon, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial advice and support.
1800 Blankenship Rd, West Linn, OR 97068, United States -
Cook Judith M CPA
● OpenCook Judith M CPA is a reputable accounting and finance institution located at 22420 McKenzie Court in West Linn, Oregon, United States. With years of experience and a dedicated team of professionals, they provide expert financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Cook Judith M CPA is committed to helping you achieve your financial goals. Trustworthy and reliable, they are the go-to institution for all your accounting and finance needs in the West Linn area.
22420 McKenzie Ct, West Linn, OR 97068, United States
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