TOP 30 Financial health in Lake Oswego, Oregon

24 results found

Smart Health is a leading insurance agency located at 333 South State Street in Lake Oswego, Oregon, United States. With a focus on providing comprehensive health coverage and personalized service, Smart Health is dedicated to helping individuals and families find the right insurance solutions to meet their unique needs. Our team of experienced agents works tirelessly to ensure that our clients have access to quality healthcare at affordable prices. Whether you are looking for individual, family, or group insurance plans, Smart Health is here to help you navigate the complex world of healthcare insurance. Trust Smart Health to be your partner in achieving optimal health and financial security.

Estate Financial Services, LLC, located at 44 Crestfield Court, Lake Oswego, Oregon, is a health and insurance agency run by Dr. Gilbert Lee, M.D. Due to Covid-19, Dr. Lee is currently meeting with potential Medicare health insurance clients via Zoom conferencing. These meetings can be scheduled for a private session to discuss personal information and share documents. To set up a remote meeting or ask for advice, clients can call or text Dr. Lee at 541-408-6729 or email Gilbert@EstateFS.com. As vaccinations increase and herd immunity is achieved, in-person meetings in clients' homes or at local coffee shops will also be an option. Dr. Lee provides personalized services without cost or obligation to his clients. With a background in Internal Medicine, he offers advice and recommendations on healthcare coverage, primary care providers, and networked groups of providers and hospitals. Dr. Lee is an independent agent/agency and works with various health insurance companies to offer Medicare-related policies such as Medicare Advantage Plans, Medicare Supplements, and Prescription Drug Plans. He also provides individual health insurance for those who do not yet qualify for Medicare.

Health Professionals Alliance Inc. is a finance institution located at 8 North State Street in Lake Oswego, Oregon, United States. We specialize in providing financial services tailored to the unique needs of healthcare professionals. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are a physician, dentist, nurse, or other healthcare professional, we are here to support you every step of the way. Contact us today to learn more about how we can help you manage your finances effectively.

Pearson Financial Group is a renowned finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a reputation for excellence and expertise in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Pearson Financial Group has the experience and knowledge to guide you towards financial success. Their team of professionals is dedicated to providing personalized solutions tailored to meet your specific needs. Trust Pearson Financial Group to be your partner in building a secure financial future.

Kale Chalmers - Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road in Lake Oswego, Oregon, is an Ameriprise Platinum Financial Services® Advisor offering complimentary initial consultations for those interested in financial planning. With a focus on helping clients achieve their financial goals, Kale Chalmers provides an overview of financial planning concepts and discusses investment products and services available through Ameriprise Financial Services, LLC. As a registered investment adviser and member of FINRA and SIPC, Kale Chalmers is dedicated to providing personalized financial guidance to residents in states where he is properly registered. Clients can expect a thorough discussion on what is most important to them and can rest assured that Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Services, LLC website to review important disclosures, privacy and security policies, and information on email fraud prevention.

Merrill Lynch Financial Advisor Geoffrey Creighton is a reputable finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. With a strong focus on providing personalized financial advice and guidance, clients can trust Geoffrey Creighton and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Geoffrey Creighton is dedicated to helping you achieve your financial goals.

Aubrey Nielsen - State Farm Insurance Agent is a trusted insurance agency located at 5915 Southwest Beaverton Hillsdale Highway in Portland, Oregon. Aubrey Nielsen, a dedicated agent with years of experience in the financial industry, leads a small and close-knit team that prioritizes customer care and satisfaction. The agency serves a wide range of customers in the Hillsboro, Beaverton, Tigard, Lake Oswego, Raleigh Hills, and greater Portland areas. With a warm and welcoming atmosphere, Aubrey's agency stands out from others by focusing on building relationships with customers rather than using high-pressure sales tactics. Aubrey is actively involved in the community and supports organizations that help the Portland area thrive, such as the Raleigh Hills Business Association, the Bridlemile Foundation, and Girls Inc of the Pacific Northwest. Additionally, the agency sponsors events like Movies in the Park and National Night Out to connect with neighbors and contribute to community engagement.

Welcome to Trevor McBride - State Farm Insurance Agent, located at 8930 Southwest Hall Boulevard in Portland, Oregon. We are an insurance agency dedicated to serving the vibrant communities of Tigard, Sherwood, Beaverton, Lake Oswego, and the surrounding Portland Metro area. Our agency offers a wide range of insurance options including Auto Insurance, Home Insurance, Renter's Insurance, Life Insurance, Business Insurance, and Financial Services. We are committed to providing personalized service and finding the perfect policy to meet your needs. Our team, led by fearless insurance guru Trevor McBride, is here to make the insurance experience a thrilling journey. We believe in building lasting relationships with our customers and ensuring that you are fully covered and protected. Whether you are a new Oregonian, Washingtonian, or Idahoan, we are here to assist you with all your insurance needs.

Welcome 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.

Diana Higgins - State Farm Insurance Agent is a trusted insurance agency located at 5 Centerpointe Drive in Lake Oswego, Oregon. With a focus on helping you save money while protecting what matters most to you - your family, belongings, and finances - Diana Higgins offers customizable coverage plans tailored to your needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or even coverage for recreational vehicles, Diana Higgins can help you find the right solution. State Farm is the largest auto insurance provider in the U.S., offering a variety of options for your specific needs. In addition to insurance coverage, Diana Higgins also offers assistance with life insurance, health insurance, and even banking services through an alliance with U.S. Bank. Whether you're looking to secure your family's financial future with life insurance or find the right health insurance plan for your needs, Diana Higgins is here to help. With a focus on providing personalized service and finding the best options for you, Diana Higgins is your go-to resource for all your insurance and financial needs in Lake Oswego, Oregon. Contact Diana Higgins today to start building a plan that works for you.

Teresa Barnard - State Farm Insurance Agent is a well-established insurance agency located at 5200 Southwest Meadow Avenue, Lake Oswego, Oregon, United States. Since 1999, we have been providing insurance and financial services in Oregon and Washington. Our services include auto insurance, renters insurance, home and condominium insurance, banking, life insurance, health insurance, flood insurance, and business insurance. At our agency, we prioritize the safety and well-being of our clients. We offer valuable information on topics such as carbon monoxide poisoning prevention, safe driving tips for teenagers, and rural road driving safety. We also provide guidance on sensitive personal information protection and investment considerations.

Amica Mutual Insurance Company is an insurance agency located at 16083 Southwest Upper Boones Ferry Road in Tigard, Oregon, United States. With a commitment to providing personalized service and quality coverage to its customers, Amica Mutual offers a wide range of insurance products including auto, home, and life insurance. The company prides itself on its excellent customer service, competitive rates, and financial stability, making it a trusted choice for individuals and families looking for reliable insurance coverage.

Don Clarke - State Farm Insurance Agent is a reputable insurance agency located at 355 North State Street in Lake Oswego, Oregon. In honor of Women's History Month, the agency celebrates the achievements and contributions of women throughout history. Don Clarke and his family are dedicated to providing exceptional service and coverage to customers in Oregon, Washington, and California. Don, who holds an MBA from Marylhurst University, is actively involved in the Portland business community and volunteers at the Lake Oswego Hunt Club. The agency offers a range of insurance products, including auto, home, and life insurance, as well as coverage for small businesses. With a team of licensed professionals, Don Clarke State Farm is committed to helping customers protect what matters most. The agency also provides valuable insights and guidance based on over 25 years of collective insurance experience. For all insurance and financial services needs, customers can rely on the expertise and dedication of Don Clarke and his team.

RoHillCo Insurance Services is a trusted insurance agency located at 11 Mount Jefferson Terrace in Lake Oswego, Oregon. Our team prides itself on our effort, experience, knowledge, and value that we bring to each client. We truly care about protecting our clients' financial well-being. As an independent agency, we have the flexibility to work with a wide range of insurance companies to create a personalized plan that meets your specific needs. Our goal is to provide ethical, honest, trustworthy, and reliable service to all of our clients.

Erick Clinansmith at Comparion Insurance Agency is a trusted insurance agency located at 4949 Meadows Road in Lake Oswego, Oregon. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients find the right coverage to protect what matters most. Whether you are looking for auto, home, life, or business insurance, we strive to offer competitive rates and exceptional customer service. Contact us today to learn more about how we can meet your insurance needs.

Located at 17790 Pilkington Road in Lake Oswego, Oregon, Plaid Pantry is a one-stop-shop for all your convenience needs. This institution offers a wide variety of snacks, hot and cold drinks, and other grocery items. With a focus on providing healthier choices, Plaid Pantry also carries organic, GMO-free, and fair trade products. Open 24 hours a day, 7 days a week, Plaid Pantry is a trusted local neighborhood store that has been serving the community since 1963. In addition to groceries and snacks, Plaid Pantry also offers ATM services for cash withdrawals and other banking needs. With over 100 locations in the greater Portland area, Plaid Pantry is a convenient option for those looking for a quick and easy shopping experience. If you're interested in joining the team, Plaid Pantry is currently hiring - visit their website to apply today.

Chen & Associates Group美国中融 is a finance and insurance agency located at 14385 Southwest Allen Boulevard, Beaverton, Oregon, United States. We are a fast-paced, progressive, and professional organization dedicated to finding solutions for our clients, partners, brokers, and employees. Our team of genuine, hard-working individuals continuously strives to exceed expectations and provide the best possible experience. We offer a wide range of insurance options to provide the best protection for our clients, always putting customer satisfaction first. Additionally, we provide various mortgage options to meet the financial needs and circumstances of our customers, helping them achieve their dream of homeownership.

Columbia Benefit Solutions, Inc. is a reputable insurance agency located at 16325 Boones Ferry Road in Lake Oswego, Oregon. With a strong commitment to providing top-notch insurance solutions, they offer a wide range of services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for health, life, or disability insurance, Columbia Benefit Solutions, Inc. is here to help you navigate the complex world of insurance and secure your financial future. Contact them today to learn more about their services and how they can tailor a plan to fit your specific needs.

Fullhart Insurance Agency is a leading health insurance agency located at 310 North State Street in Lake Oswego, Oregon. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of each individual and family. With a focus on customer service and expertise in the insurance industry, Fullhart Insurance Agency is the trusted choice for all your health insurance needs. Contact us today to learn more about our comprehensive insurance options and how we can help you protect your health and financial well-being.

MetLife is an insurance agency located at 4004 Kruse Way in Lake Oswego, Oregon, United States. We are dedicated to protecting you and your family by providing all the information you need in one convenient place. At MetLife, safeguarding your information is our top priority, especially in light of recent social engineering scams targeting customers of financial services companies. We offer a range of insurance products, including Health Savings Accounts (HSAs) which are essential for employee retention and financial well-being. Our dental programs include preferred dental programs with a wide network of providers, Dental Health Maintenance Organizations (HMOs), and options for Federal government employees. By registering online with MyBenefits, you can easily access and manage your MetLife benefits. We also offer insights on disability insurance, paid leave, and other wellness benefits to support employees. Join our global community and see how our dedicated team works tirelessly to build a more confident future for all.

American Income Life Insurance Co - Richard Altig Jr & Ilija Orlovic is a reputable insurance agency located at 5335 Meadows Road, Lake Oswego, Oregon, United States. With a focus on providing quality insurance products and exceptional customer service, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, supplemental health insurance, or retirement planning services, the experienced team at American Income Life Insurance Co is here to assist you every step of the way. Contact them today to learn more about their comprehensive insurance solutions.

Ryan Gelbrich - State Farm Insurance Agent is a trusted insurance agency located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With 53 years of combined insurance experience, we are dedicated to serving the entire state of Oregon, including Tigard, Tualatin, Beaverton, Hillsboro, Lake Oswego, West Linn, Wilsonville, and Sherwood. Our services include Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, Commercial Insurance, Pet Insurance, Financial Services, and more. We strive to provide great coverage at affordable prices to our valued customers. Our team is committed to simplifying insurance and finances, treating our customers like family, and offering sound recommendations to empower informed decision-making. We believe in being good neighbors in our community and giving back whenever possible. We offer FREE insurance quotes, 24/7 Good Neighbor service, and a welcoming office environment with refreshments.

DH Wealth Management is a premier financial institution located in Lake Oswego, Oregon. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 696 McVey Avenue to learn more about how DH Wealth Management can help you secure a prosperous financial future.

Klein Dermatology & Associates is a premier doctor's office, health center, and spa located at 5200 Meadows Road in Lake Oswego, Oregon, United States. We are proud to offer a wide range of medical and cosmetic skin services, and are currently accepting most MODA, BLX, Providence, Aetna, and Cigna insurance plans. At Klein Dermatology & Associates, we are always looking for ways to improve our patient experience. Starting in April 2024, we will be introducing new software that will streamline our procedures and make it easier for patients to provide consent for treatments. Patients will be asked to update registration forms, financial policies, and botox consents digitally using the myTouchMD app, available for download on the App Store.