Financial planning for women in Portland, Oregon

Portland Community College Willow Creek Center is a branch of Portland Community College located in Hillsboro, Oregon. Situated at 241 Southwest Edgeway Drive, this center offers a wide range of courses and programs to help students further their education and career goals. With a focus on providing accessible and affordable education, Portland Community College Willow Creek Center is committed to supporting the diverse needs of its students. Whether you are looking to earn a degree, transfer to a four-year university, or gain new skills for the workforce, this institution provides a welcoming and inclusive environment for all learners.

Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves. Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.

Edward Jones - Financial Advisor: Joshua A Bishop, ChFC®|AAMS™|CRPC™ is a reputable finance institution located at 1307 Northeast 102nd Avenue in Portland, Oregon, United States. With a focus on providing personalized financial advice and services, Joshua A Bishop, a Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Joshua A Bishop is committed to guiding you every step of the way.

The U.S. Small Business Administration in Portland, OR is a finance institution dedicated to supporting and empowering small businesses in the local community. Located at 620 Southwest Main Street, Portland, Oregon, this branch provides a range of financial resources, counseling, and support services to help small businesses thrive and grow. Whether you are looking for funding, guidance on business planning, or assistance with navigating government regulations, the SBA in Portland is here to help. With a focus on fostering entrepreneurship and economic development, this institution plays a vital role in driving the success of small businesses in the region.

Edward Jones - Financial Advisor: Dave Trabucco, AAMS™|CRPC™ is a reputable financial institution located at 7326 North Leavitt Avenue in Portland, Oregon. As a certified financial advisor with designations including AAMS™ and CRPC™, Dave Trabucco provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dave Trabucco is dedicated to providing top-notch financial planning services to individuals and families in the Portland area.

Tom Hamlin-Raymond James Financial Services is a reputable finance institution located at 4600 South Kelly Avenue in Portland, Oregon, United States. With a focus on providing top-notch financial services and personalized investment advice, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to assist you every step of the way. Trust in Tom Hamlin-Raymond James Financial Services for all your financial needs.

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.

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.

Merrill Lynch Private Wealth Advisor Sheri Lynne Gunnari, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. The team at Robertson Terrill Gypmantasiri Gunnari & Associates is composed of multi-generational professionals who provide seasoned advice and insight to clients undergoing major financial and life transitions. With a focus on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs and helping clients achieve their goals. As recognized leaders in the industry, the advisors at Robertson Terrill Gypmantasiri Gunnari & Associates have been honored by Forbes for their exemplary client service. With over $1.7 billion in assets under management, the team serves a diverse range of clients including business owners, professionals, successful women, and generations of families primarily on the West Coast and throughout the country.

Good News Community Health Center is a leading healthcare institution located at 18000 Southeast Stark Street in Portland, Oregon. We are dedicated to providing high-quality and affordable healthcare services to individuals and families in the community. Our team of experienced healthcare professionals offer a wide range of medical services, including primary care, preventative care, women's health, and mental health services. At Good News Community Health Center, we strive to create a welcoming and inclusive environment for all patients, regardless of their background or financial status. Visit us today and experience compassionate care that puts your health and well-being first.

The Business Learning Center is a premier institution located in Portland, Oregon, specializing in accounting and finance education. Our state-of-the-art facility at 7830 Southwest Oleson Road offers a dynamic learning environment for students looking to enhance their skills and knowledge in the field of business. Our experienced faculty and hands-on approach to learning ensure that students are equipped with the tools they need to succeed in the competitive world of finance and accounting. Join us at the Business Learning Center and take your career to the next level.

Uplevel Wealth is a boutique finance institution located at 500 Southwest 116th Avenue, Portland, Oregon, United States. We specialize in helping professionals who are at the top of their game level up by creating thoughtful, clear, and intentional financial plans. Our goal is to help our clients live the lives they envision by managing their money, building their wealth, and planning for their future. At Uplevel Wealth, we believe in the power of the client experience and the personal connections that come with working in a boutique firm. We also believe in the power of women in finance and the unique perspectives and life experiences they bring to the table. Studies show that women achieve better investment outcomes and take a longer-term view, yet only 23% of CERTIFIED FINANCIAL PLANNERS™ are women.

The Pregnancy Resource Center located at 17938 Southeast Stark Street in Portland, Oregon, is a health institution dedicated to providing support and resources for expectant mothers. Our center offers a variety of services including pregnancy testing, counseling, educational resources, and referrals to healthcare providers. Our goal is to empower women to make informed decisions about their pregnancies and provide a safe and supportive environment for those facing unplanned pregnancies. Our compassionate staff is here to help guide and support women through this important time in their lives.

The Mt. Hood Small Business Development Center (SBDC) is a resource center located in Portland, Oregon, dedicated to providing support and guidance to small businesses in the area. Our team of experienced professionals offers a wide range of services including business consulting, training workshops, and access to resources to help entrepreneurs start, grow, and succeed in their ventures. Whether you are a new startup or an established business looking to expand, the Mt. Hood SBDC is here to help you achieve your goals and thrive in the competitive business landscape. Visit us at 18633 Southeast Stark Street to learn more about how we can support your business journey.

Thomas Brennan is a reputable doctor's office located at 7650 Southwest Beveland Street in Portland, Oregon. Our dedicated team of healthcare professionals is committed to providing high-quality medical care to our patients. Whether you need a routine check-up or have a specific health concern, our experienced staff is here to help. Visit Thomas Brennan for personalized and compassionate healthcare services in a welcoming and comfortable environment.

Private Wealth Management at U.S. Bank, located at 111 Southwest 5th Avenue in Portland, Oregon, is dedicated to helping individuals and families achieve their financial goals. Our team in Portland has extensive experience working with a diverse range of clients, including business owners, corporate executives, and women. We are committed to providing personalized advice to help you create the life and legacy you envision. Our team in Portland is deeply rooted in the community and believes in giving back. Over the past three years, we have contributed $6 million in charitable giving and 42,000 volunteer hours to support various causes in the area. We are actively involved in supporting the arts, human services, community development, and more.

Coldstream Wealth Management, located at 150 Southwest Harrison Street in Portland, Oregon, is a finance and insurance agency dedicated to empowering women to take control of their finances. Recently, Coldstream Wealth Management welcomed Rosenbaum Financial Group into their family, solidifying their commitment to growth and exceptional service under an employee-owned, independent wealth management model. By merging their talented teams, Coldstream Wealth Management and Rosenbaum Financial Group aim to enhance their clients' lives for generations to come. Please note that the information on their website is for informational purposes only and should not be construed as a solicitation or offer to sell securities. Coldstream Wealth Management strives for accuracy and timeliness in their financial information but does not guarantee future performance based on past results. Visit their website or contact them at info@coldstream.com for more information.

Merrill Lynch Private Wealth Advisor Jeff Terrill, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution that offers insights and industry-leading research to help clients keep their priorities front and center. The team at Robertson Terrill Gypmantasiri Gunnari & Associates serves clients who value seasoned advice and insight during major financial and life transitions. The advisors at Merrill Private Wealth Management are trained to meet specialized needs with personalized service based on trust. The institution has received recognition from Forbes for their exemplary client service, including being named "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors". With over $1.7 billion in assets under management, the team serves a diverse group of clients, including business owners, professionals, successful women, members of the LGBTQ community, and generations of families primarily on the West Coast.

Merrill Lynch Private Wealth Advisor Siri Gypmantasiri, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution that offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The team at Robertson Terrill Gypmantasiri Gunnari & Associates is a multi-generational group of professionals who provide seasoned advice and insight for major financial and life transitions. They specialize in serving clients who value trust and personalized service, offering strategies designed to help achieve their goals. The advisors at Merrill Private Wealth Management do not provide legal, tax, or accounting advice, but work closely with clients to meet their specialized needs. The team has been recognized by Forbes for their exceptional client service and expertise in wealth management. With over $1.7 billion in assets under management, they cater to a diverse range of clients, including business owners, professionals, successful women, and LGBTQ community members.