Financial planning for families in Lake Oswego, Oregon

Werner Financial Group, located at 696 McVey Avenue in Lake Oswego, Oregon, is a finance institution dedicated to helping clients grow and preserve their wealth. Specializing in investment management and estate planning services, we work with companies, individuals, and family trusts to provide personalized guidance and advice. As clients reach retirement age, our focus shifts to ensuring their assets are preserved and properly allocated for their retirement income needs. We also offer estate planning and wealth transfer services to help clients plan for their family's legacy. Please note that our services are available to residents in select states only. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Visit our website to learn more about our investment professionals and services.

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.

Merrill Lynch Financial Advisor Katherine L. O'Brien is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Katherine can help create a flexible strategy tailored to today's changing market conditions. She provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. With Merrill Personal Wealth Analysis™, Katherine can help build and document a personalized plan centered on your goals. Her team is dedicated to building strong client relationships based on trust and personalized service. As a financial advisor at Merrill Lynch Wealth Management, Katherine focuses on your family, goals, and priorities, adapting to changes over time. Her mission is to understand you and your goals, designing a personalized plan to help you pursue financial success while managing investment risk. By focusing on potential solutions, Katherine helps turn your goals into reality. She believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve what's most important. Let's work together to help you achieve your financial goals with a customized investment approach designed for your unique needs. Contact Katherine O'Brien to get the latest investment insights and strategies to live your best financial life.

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.

Financial Planners Northwest is a finance institution located at 5000 Meadows Road, Lake Oswego, Oregon, United States. They offer a range of certifications and designations for professionals in the financial planning industry. From the AAMS™ certification focusing on asset management to the ADPA™ Accredited Domestic Partnership Advisor™ designation, the institution provides comprehensive training in various aspects of financial planning. Whether you are interested in estate planning, investment management, retirement planning, or specialized areas such as Certified Divorce Financial Analyst or Certified Military Financial Advisor, Financial Planners Northwest has a program tailored to your needs. With a commitment to ethics and ongoing education, the institution ensures that their advisors are equipped to provide expert financial advice to individuals, families, and businesses.

Sean Stansfield is a financial advisor at Ameriprise Financial Services, LLC located at 5000 Meadows Road in Lake Oswego, Oregon. With a focus on providing personalized financial planning services, Sean Stansfield is dedicated to helping clients achieve their financial goals. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Sean Stansfield is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.

Christopher Hall, a financial advisor at Ameriprise Financial Services, LLC, located at 17040 Pilkington Road in Lake Oswego, Oregon, offers complimentary initial consultations to help you plan for a more confident financial future. Please note that this offer is only valid in the United States. During the consultation, you will receive an overview of financial planning concepts, although no written analysis or recommendations will be provided. Investment products are not insured by the FDIC or NCUA, and involve risks including potential loss of principal. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Christopher Hall is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact us to discuss your financial goals and refer friends or family members for assistance in achieving their financial objectives. Please be aware of our website rules and regulations, as well as our privacy and security policies. Let's work together to secure a brighter financial future.

Nicholas Karimzadeh is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 334 3rd Street in Lake Oswego, Oregon. With a focus on providing personalized financial advice and guidance, Nicholas helps clients navigate their financial goals and plan for the future. As a part of Ameriprise Financial Services, LLC, Nicholas is committed to delivering comprehensive financial planning services to individuals and families in the Lake Oswego area. Contact Nicholas Karimzadeh today to start your journey towards financial security and success.

RBC Wealth Management Branch in Lake Oswego is a premier financial institution located at 4949 Meadows Road in Lake Oswego, Oregon. As a branch of RBC Wealth Management, one of the largest financial services firms in the world, this location offers a wide range of wealth management services to individuals, families, and businesses. With a team of experienced financial advisors and wealth management experts, clients can expect personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, RBC Wealth Management Branch in Lake Oswego is dedicated to helping you achieve your financial goals.

Robert Kent is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 334 3rd Street in Lake Oswego, Oregon. With a strong background in finance and a dedication to helping clients achieve their financial goals, Robert Kent provides personalized financial planning and investment advice to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Robert Kent can help you navigate the complexities of the financial world and create a customized plan that fits your needs. Contact Robert Kent at Ameriprise Financial Services, LLC today to start securing your financial future.

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.

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.

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.

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.

MassMutual Oregon is a leading finance and insurance agency located at 5885 Meadows Road in Lake Oswego, Oregon. With a commitment to providing top-notch financial services and insurance solutions, MassMutual Oregon is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, life insurance, or investment strategies, our team of experienced professionals is here to provide personalized guidance and support. Visit us today to learn more about how MassMutual Oregon can help secure your financial future.

Farmers Insurance - Lindsay Givens is a reputable insurance agency located at 8 North State Street in Lake Oswego, Oregon, United States. Lindsay Givens, with over 18 years of experience, is your local Farmers® agent who is licensed in OR, WA, CA, and ID. She is dedicated to helping customers like you find the insurance coverage that best fits your needs, whether it's for auto, home, renters, business, life insurance, and more. Lindsay ensures that your insurance experience is personalized and straightforward, making you smarter about your insurance portfolio. In addition to offering comprehensive coverage options, Lindsay can help you navigate through various types of insurance coverage such as collision coverage, deductibles, medical payments, and more. She is committed to providing competitive rates and multi-line insurance discounts to help you save money.

Northwestern Mutual Life: King Ronald is a finance and insurance agency located at 2 Centerpointe Drive, Lake Oswego, Oregon, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals through insurance plans that provide financial flexibility and income protection. We offer personalized plans that balance your current and future priorities at no cost to you, ensuring that all aspects of your financial life are in one place for optimal decision-making. With top ratings from major agencies and recognition for customer experience, we provide a wide range of financial options tailored to your goals. Our advisors will guide you through life events and help you make the most of your financial resources, so you can live the life you've always wanted. Connect with us today to start planning for a secure financial future.

Aldrich Wealth Advisors is a finance institution located at 5665 SW Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced advisors offers comprehensive wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide personalized guidance and support. Trust Aldrich Wealth Advisors to help you navigate the complexities of the financial world and secure your financial future.

Lifelong Wealth Management is a leading finance institution located at 5 Centerpointe Drive in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their long-term financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Lifelong Wealth Management to help you build and protect your wealth for a secure and prosperous future.

Carson Wealth, located at 4949 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers a personalized approach to uncovering your true wealth through their "Wealth Designed. Life Defined." approach. Their team of financial advisors serves Lake Oswego, Portland, and surrounding areas with easy-to-understand financial advice, including portfolio management, financial planning, risk management, estate planning, and tax planning. With a focus on helping your wealth reach a higher purpose, Carson Wealth also provides guidance on managing family finances in today's rapidly evolving economic landscape. They have received prestigious awards such as Forbes Best-in-State Wealth Advisor and have been recognized for their innovative contributions to the industry. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC. For more information on Carson Wealth and their advisors, visit their website or consult the appropriate regulatory agencies.

Edward Jones is a renowned finance institution located at 4200 Mercantile Drive in Lake Oswego, Oregon, United States. With a strong presence in the financial industry, Edward Jones offers a wide range of services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Edward Jones is known for their personalized approach, tailored solutions, and commitment to providing top-notch financial guidance to individuals and families.

D.A. Davidson is a leading financial institution located at 2 Centerpointe Drive in Lake Oswego, Oregon, United States. With a strong reputation for providing top-notch financial services, D.A. Davidson offers a wide range of investment options, wealth management services, and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you're looking to grow your investments, plan for retirement, or secure your financial future, D.A. Davidson is committed to helping you succeed.