TOP 30 Financial institution in Oregon City, Oregon

Melanie Finkle - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6500 SW Beaverton Hlsdl Hwy in Portland, Oregon, United States. Melanie Finkle 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®, CFP®, 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 Melanie Finkle's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and more. Melanie Finkle is dedicated to upholding a code of ethics and staying current with industry trends to best serve her clients' needs.

New Outlook Financial, LLC is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure a loan, we are here to provide personalized guidance and support. Visit us at 833 Southwest 11th Avenue to start your journey towards a brighter financial future with New Outlook Financial, LLC.

Michael Morgan - Financial Advisor, Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street, Portland, Oregon, United States, is a finance institution specializing in providing wealth management services. As part of Wealth Strategy Partners, they have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2024. Michael Morgan offers personalized investment recommendations based on individual goals and risk tolerance, helping clients track their progress and adjust their financial approach as needed. Clients can access their accounts and investments securely from any device and receive regular updates on their financial goals. With a focus on building confidence and control over financial futures, Michael Morgan is dedicated to helping clients navigate the complexities of the market. Schedule a complimentary initial consultation to learn more about how Michael Morgan can help you achieve your financial goals. Please note that investment products involve risks and are not insured by the FDIC or any federal agency. Ameriprise Financial Services, LLC is a registered investment adviser and securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Morgan is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC for more information on financial planning and investment services.

Kayla Van Horn - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9665 Southwest Allen Boulevard, Beaverton, Oregon, United States. Kayla Van Horn 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 her expertise in various aspects of financial planning, asset management, estate planning, retirement planning, and more. Kayla Van Horn is dedicated to providing comprehensive and personalized financial advice to her clients, helping them achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Derek R Sandell, CFP®|AAMS™ is a reputable financial institution located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With a focus on providing personalized financial planning and investment services, Derek R Sandell, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Derek R Sandell and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road, Portland, Oregon, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution aims to provide comprehensive financial planning and wealth management services to individuals and businesses, with a focus on ethical and professional standards. Erin Dwyer is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.

Shawn Downey - Financial Advisor at Ameriprise Financial Services, LLC, located at 6650 Southwest Redwood Lane in Portland, Oregon, United States, offers personalized financial advice to help you achieve your goals. With a focus on understanding what truly matters to you, Shawn can assist with saving for college, planning for retirement, making smart investments, and more. The institution is backed by the Ameriprise Investment Research Group, providing expert guidance on market conditions and investment impacts. Schedule a complimentary initial consultation to begin your journey towards a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Shawn Downey's registration. Let's meet to discuss what's most important to you and start planning for tomorrow's goals today.

Edward Jones - Financial Advisor: Steve Kunkle, AAMS™ is a reputable financial institution located at 8100 Southwest Nyberg Street in Tualatin, Oregon, United States. As a trusted advisor, Steve Kunkle, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Steve Kunkle, AAMS™ provides expert guidance and support to clients in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Steve Kunkle, AAMS™ is dedicated to helping you secure a bright financial future.

Edward Jones - Financial Advisor: John L Miller, CFP®|ChFC® is a leading financial institution located at 10300 Southwest Greenburg Road in Portland, Oregon, United States. Specializing in finance, this institution offers expert financial planning and investment services to help clients achieve their financial goals. With a Certified Financial Planner and Chartered Financial Consultant on staff, clients can trust in the expertise and professionalism of the advisors at Edward Jones. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: John L Miller, CFP®|ChFC® is dedicated to providing personalized solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Michele D Kaiser, AAMS™ is a reputable finance institution located at 8100 Southwest Nyberg Street in Tualatin, Oregon. Specializing in personalized financial planning services, Michele D Kaiser, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing customized solutions, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your investments, Edward Jones - Financial Advisor: Michele D Kaiser, AAMS™ is committed to providing top-notch financial advice and support. Visit their office today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Greg McMillin, AAMS™ is a reputable finance institution located at 7420 Southwest Bridgeport Road in Portland, Oregon, United States. Greg McMillin, an Accredited Asset Management Specialist, offers expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized investment strategies and exceptional customer service, Edward Jones is committed to helping clients build and preserve their wealth for the future. Contact Greg McMillin today to schedule a consultation and start planning for a secure financial future.

Ben Rollins - Financial Advisor at Ameriprise Financial Services, LLC, located at 10260 Southwest Greenburg Road in Portland, Oregon, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, clients can gain insight into their financial future. Prospective clients can schedule a complimentary initial consultation to learn more about the services offered by Ben Rollins and Ameriprise Financial Services, LLC. Background and qualification information can be accessed through FINRA's BrokerCheck website, providing transparency and peace of mind to clients.

Edward Jones - Financial Advisor: Scott A Hirschberger, CFP® is a reputable finance institution located at 10250 Southwest Greenburg Road in Portland, Oregon, United States. Scott A Hirschberger, a Certified Financial Planner, offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Scott A Hirschberger and the team at Edward Jones are dedicated to helping you secure a prosperous financial future.

Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS™ is a renowned finance institution located at 10300 Southwest Greenburg Road in Portland, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Matthew S Tuttle offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and excellence, this institution provides top-notch financial services to individuals and families looking to secure their financial future. Visit Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS™ today for professional guidance and support in managing your finances effectively.

Edward Jones - Financial Advisor: Kelly Hovland, CFP® is a trusted institution located at 13535 Southwest 72nd Avenue in Tigard, Oregon. Specializing in finance, Kelly Hovland, a Certified Financial Planner, offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Kelly Hovland, CFP® provides comprehensive financial solutions tailored to each client's unique needs. Visit us today to start planning for a secure financial future.

Kevin Kirkpatrick, Certified Financial Planner is a finance and insurance agency located at 5885 Meadows Road in Lake Oswego, Oregon, United States. Our institution is dedicated to making a positive impact on Lake Oswego and the surrounding communities by actively participating in local events, providing exceptional service, and creating personalized financial strategies for each client. We offer securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC., member SIPC. Our supervisory address is 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. Contact us at (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. We are licensed to sell insurance in AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, MD, MI, MS, MT, NE, NC, NV, OH, OR, PA, TN, TX, UT, VA, WA and securities in AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MN, MO, MT, MS, NC, NJ, NM, NV, OR, PA, TX, VA, WA.

Andrew Martinez - TIAA Financial Consultant is a trusted institution located at 9900 Southwest Greenburg Road in Portland, Oregon. As a finance institution, we specialize in providing expert financial consulting services to help our clients achieve their financial goals. With years of experience in the industry, our team of professionals is dedicated to providing personalized and tailored financial solutions to meet the unique needs of each client. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Andrew Martinez - TIAA Financial Consultant is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Edward Jones - Financial Advisor: Brandon Chase is a reputable financial institution located at 294 Northwest 2nd Avenue in Canby, Oregon, United States. As a trusted financial advisor, Brandon Chase provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Brandon Chase and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Arch Bridge Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1742 Willamette Falls Drive, West Linn, Oregon, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides background and qualification information available at FINRA's BrokerCheck website, as well as the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Their financial advisors are registered to do business only in certain U.S. states. The institution focuses on discussing risk tolerance, personalized advice, and helping individuals reach their financial goals through tailored investment strategies. They offer an initial consultation to provide an overview of financial planning concepts. It is important to note that Ameriprise Financial cannot guarantee future financial results. Users of their website agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. They are a Member of FINRA and SIPC, and prioritize privacy and security for their clients. Feel free to refer friends or family members to the institution for assistance with their financial goals.

Edward Jones - Financial Advisor: Greg Timmons, AAMS™ is a reputable finance institution located at 1499 Southeast 1st Avenue in Canby, Oregon, United States. As a trusted financial advisor, Greg Timmons offers personalized investment strategies and wealth management services to help clients achieve their financial goals. With his Accredited Asset Management Specialist™ certification, clients can trust in Greg's expertise and commitment to providing sound financial advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Edward Jones - Financial Advisor: Greg Timmons, AAMS™ is dedicated to helping you secure a stable financial future.

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.

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.

Larry Vanlaningham - RBC Wealth Management Financial Advisor is a leading financial institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon, United States. As a trusted advisor, Larry Vanlaningham provides expert financial guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Larry Vanlaningham - RBC Wealth Management Financial Advisor is committed to helping clients secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Edward 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.

Marty Sacks - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Southwest Broadway, Portland, Oregon, United States. Marty Sacks 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 expertise in various areas of financial planning and management, ensuring that clients receive high-quality and comprehensive financial advice and services. Marty Sacks is committed to upholding the highest ethical standards and providing clients with personalized and effective financial solutions tailored to their individual needs.

Bridge City Advisors - Ameriprise Financial Services, LLC is a finance institution located at 17040 Pilkington Road in Lake Oswego, Oregon, United States. Our team of Ameriprise financial advisors are dedicated to helping individuals achieve their financial goals. We provide a range of services including financial planning consultations, investment advice, and retirement planning. Our advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the security and privacy of our clients' information. At Bridge City Advisors, we believe in providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, our experienced advisors are here to help. We also offer resources such as FINRA's BrokerCheck website for background and qualification information, as well as our Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Richard Hogue - RBC Wealth Management Financial Advisor is a reputable financial institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon. As a trusted advisor, Richard Hogue offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Richard Hogue provides expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Richard Hogue - RBC Wealth Management Financial Advisor is committed to helping you secure a strong financial future.

American Express Financial Adv. is a reputable finance institution located in Beaverton, Oregon, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to provide personalized guidance and support. Trust American Express Financial Adv. to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.

Raymond James Financial Services is a renowned finance institution located at 8700 Southwest Nimbus Avenue in Beaverton, Oregon, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James has a team of experienced professionals ready to assist you every step of the way. Visit their office in Beaverton today to learn more about how Raymond James Financial Services can help you secure your financial future.

Wealth Strategy Partners - Ameriprise Financial Services, LLC is a finance institution located at 9665 Southwest Allen Boulevard in Beaverton, Oregon, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our initial consultation offers an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. If you refer friends or family members to us, we appreciate the opportunity to assist them in reaching their financial goals. Contact us today to schedule a meeting and discuss what's most important to you.