TOP 30 Best Financial services in Milwaukie, Oregon

Sunny Tax Service is a reputable accounting and finance institution located at 16690 Southeast McLoughlin Boulevard in Milwaukie, Oregon, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Sunny Tax Service is dedicated to helping clients navigate the complex world of taxes and finances with ease. Their commitment to excellence and personalized service sets them apart from other institutions in the area. Trust Sunny Tax Service to handle all your accounting and finance needs with professionalism and expertise.

Solid State Tax Service, LLC is a leading accounting and finance institution located at 2080 Southeast Oak Grove Boulevard in Milwaukie, Oregon. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or audits, Solid State Tax Service, LLC is dedicated to providing personalized and reliable financial solutions. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in managing your financial affairs.

Edward Jones - Financial Advisor: Alf Barber is a reputable finance institution located at 1912 Southeast Monroe Street in Milwaukie, Oregon, United States. Alf Barber is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Alf Barber is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and overall financial well-being. Contact Alf Barber today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Ryan C Chapman is a top-notch finance institution located at 14020 Southeast Johnson Road in Milwaukie, Oregon. Ryan C Chapman is a trusted and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Ryan C Chapman can provide personalized guidance and strategies to help you succeed. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Ryan C Chapman is the go-to institution for all your financial needs.

AIC Insurance Agency, located at 14000 Southeast Johnson Road in Milwaukie, Oregon, is a reputable insurance agency serving the Portland and Milwaukie areas. With over 40 years of experience and a commitment to world-class service, AIC Insurance Agency offers a wide range of insurance options from more than 50 companies to meet your specific needs. Brian Pojas, a partner at the agency, has a passion for helping clients find the right insurance policies and surety bonds, while also providing emergency claims service. Inspired by his father's legacy in the insurance industry, Brian aims to expand the company's reach statewide and increase client offerings.

Meridian Financial Group Inc is a full-service financial consulting firm located at 4120 Southeast International Way in Milwaukie, Oregon, United States. Specializing in finance and insurance services, we offer clients a wide range of quality investment options. As an LPL partner, we support financial advisors in protecting and growing their clients' wealth. Stay informed on market trends and financial news with our research and articles. Contact Stephen L. Schmidt at (503) 235-8174 or email steve@mfg-nw.net, or Jeffrey Vass at (503) 235-8174 or email jeff@mfg-nw.net for more information. Please note that no information on this site constitutes an offer to sell or buy securities in any jurisdiction where it would be unlawful. Check the background of investment professionals associated with us on FINRA’s BrokerCheck.

Brendan J Price - Wealth Financial Advisor is a reputable finance institution located at 11050 Southeast McLoughlin Boulevard in Milwaukie, Oregon. Our team of experienced financial advisors is dedicated to helping clients grow and manage their wealth effectively. Whether you are planning for retirement, investing for the future, or seeking financial guidance, we are here to provide personalized solutions tailored to your unique financial goals. Trust Brendan J Price - Wealth Financial Advisor to help you secure a stable financial future.

Edward Jones - Financial Advisor: Bob L Jones is a reputable finance institution located at 13235 Southeast McLoughlin Boulevard in Milwaukie, Oregon, United States. With a focus on providing personalized financial advice and investment services, Bob L Jones is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to start building a secure financial future.

Edward Jones - Financial Advisor: Matthew S Asay is a reputable finance institution located at 6751 Southeast Thiessen Road in Milwaukie, Oregon. As a dedicated financial advisor, Matthew S Asay provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew S Asay is committed to helping individuals and families make informed decisions about their finances. Contact them today to start planning for a secure financial future.

Hispanic Bookkeeping Services is a professional accounting and finance institution located at 4404 Southeast King Road in Milwaukie, Oregon. Our dedicated team specializes in providing bookkeeping services tailored to the needs of Hispanic individuals and businesses in the United States. With years of experience and expertise in accounting, we offer accurate and reliable financial solutions to help our clients manage their finances effectively. Whether you need assistance with payroll, tax preparation, or general bookkeeping, our team is here to help. Contact us today to learn more about how Hispanic Bookkeeping Services can support your financial needs.

Dimitri Kondos - State Farm Insurance Agent is a reputable insurance agency located at 7304 Southeast Milwaukie Avenue in Portland, Oregon. Specializing in Auto, Home, Life, and Health Insurance, they are dedicated to helping clients prepare, protect, and provide for themselves and their families. With a team of experienced professionals, including Chairman's Circle Qualifiers and Million Dollar Round Table Qualifiers, the agency offers a range of insurance services such as Auto Insurance Discount, Multi-car discounts, Renters Insurance, Life Insurance, and more. The agency's team members are licensed in various insurance services and are committed to providing excellent customer service. They are fluent in multiple languages, including Spanish, Ukrainian, Russian, and English, catering to a diverse clientele. Whether you are a native Oregonian or a newcomer to the state, the team at Dimitri Kondos - State Farm Insurance Agent is here to help you find the right coverage for your needs.

Amy Bliss - State Farm Insurance Agent is a trusted insurance agency located at 3640 Southeast Concord Road in Milwaukie, Oregon. With a commitment to providing personalized and reliable insurance services, Amy Bliss and her team strive to protect their clients' assets and help them plan for the future. Whether you're looking for auto, home, life, or business insurance, Amy Bliss - State Farm Insurance Agent is dedicated to finding the right coverage options for your needs. Visit their office today to discuss your insurance goals and discover how they can help you achieve peace of mind and financial security.

Oregonians Credit Union is a trusted financial institution located at 6915 Southeast Lake Road in Milwaukie, Oregon. As a member-owned credit union, we are dedicated to providing exceptional banking services and personalized financial solutions to our members. Our convenient ATM services make accessing your funds easy and convenient. Join us today and experience the benefits of being a part of the Oregonians Credit Union community.

Welcome to Nick’s Auto Care, your go-to destination for auto repair in Milwaukie, Oregon. Specializing in domestic and Asian vehicles, as well as Sprinter and Volkswagen models, we offer a wide range of services from oil changes to brake repairs. Our skilled team is also well-versed in hybrid & EV repair, ensuring we stay up-to-date with the latest automotive technology. At Nick’s Auto Care, we prioritize customer satisfaction and strive to make your experience with us as seamless as possible. Our commitment to transparency is evident through our Digital Vehicle Inspections (DVIs) and free second opinions, giving you peace of mind when making decisions about your vehicle. Voted #1 on Nextdoor since 2016, our reputation speaks for itself.

Block Advisors is a trusted institution located in Milwaukie, Oregon, dedicated to providing top-notch accounting and financial services to individuals and businesses. Our team of experienced advisors is committed to helping clients navigate complex financial situations and achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or accounting services, Block Advisors is here to provide expert guidance and support. Visit us at 13010 Southeast McLoughlin Boulevard to learn more about how we can help you with your financial needs.

All That Glitters is a finance store located at 15114 Southeast McLoughlin Boulevard in Milwaukie, Oregon. With a name that evokes luxury and sophistication, this institution offers a wide range of financial services and products to help customers achieve their financial goals. Whether you are looking to invest in precious metals, purchase rare coins, or simply want to explore different investment options, All That Glitters has knowledgeable staff ready to assist you. Visit us today and let us help you make your financial dreams a reality.

United Finance is a reputable finance institution located at 18431 Southeast McLoughlin Boulevard in Milwaukie, Oregon. As a trusted provider of financial services, United Finance offers a wide range of loan options to meet the diverse needs of its customers. Whether you're looking for a personal loan, auto loan, or debt consolidation solution, United Finance is dedicated to providing personalized and efficient service. With a commitment to transparency and integrity, United Finance strives to help individuals and families achieve their financial goals. Visit us today to learn more about our services and how we can assist you with your financial needs.

Dino Fiarito - State Farm Insurance Agent is an insurance agency located at 4040 Southeast International Way in Milwaukie, Oregon, United States. With over 50 years of residency in Portland, the agency specializes in providing auto and homeowners insurance quotes for new businesses and assisting with out of state transfers in the SE Portland area. The team at Dino Fiarito is dedicated to meeting your insurance requirements and is passionate about supporting local schools and athletics to benefit the youth in the community. The agency is equipped to assist with auto and fire insurance needs in Spanish as well. The highly motivated and dedicated team at Dino Fiarito - State Farm Insurance Agent offers exceptional personalized service to customers in Oregon and Washington for their auto, home, and life insurance needs. With a collective experience of over 30 years, the team includes licensed professionals fluent in Hispanic to address your insurance requirements. Whether you need Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health Insurance, or Business Insurance, the team is there to help protect what you love the most.

H&R Block is a renowned accounting and finance institution located at 13100 Southeast McLoughlin Boulevard in Milwaukie, Oregon, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch accounting services in a friendly and welcoming environment.

Mail House Plus is a versatile institution located at 4230 Southeast King Road in Milwaukie, Oregon, United States. As a finance, locksmith, and store all rolled into one, Mail House Plus offers a wide range of services to cater to your needs. Whether you need assistance with mailing services, financial transactions, or locksmith services, Mail House Plus is your one-stop shop. With a convenient location and friendly staff, you can trust Mail House Plus to provide efficient and reliable service every time.

USA Pawn & Jewelry is a reputable finance and store institution located in Milwaukie, Oregon. With a prime location at 15621 Southeast McLoughlin Boulevard, this establishment offers a wide range of services including pawn loans, jewelry sales, and buying and selling of various items. The friendly and knowledgeable staff at USA Pawn & Jewelry strive to provide top-notch customer service and fair deals for all customers. Whether you are looking to pawn an item for quick cash or searching for a unique piece of jewelry, USA Pawn & Jewelry is the place to go. Visit them today to see what treasures you may find!

The Savvy Tax Chick is a professional accounting and finance institution located at 4160 Southeast International Way in Milwaukie, Oregon, United States. Specializing in tax preparation and financial planning, The Savvy Tax Chick offers expert services to individuals and businesses looking to maximize their financial health and minimize tax liabilities. With a team of knowledgeable and experienced professionals, clients can trust in the expertise and personalized attention they receive at The Savvy Tax Chick. Whether you need help with tax filing, bookkeeping, or investment strategies, this institution is dedicated to helping you achieve your financial goals.

Notary Near Me PDX is a professional finance institution located at 9545 Southeast 38th Avenue in Milwaukie, Oregon. Our experienced notaries are dedicated to providing efficient and reliable notary services to individuals and businesses in the local area. Whether you need documents notarized for real estate transactions, legal matters, or other financial purposes, our team is here to help. Visit us today for all your notary needs.

Bernardi & Spencer is a renowned institution located at 3331 Southeast Milwaukie Avenue in Portland, Oregon. Specializing in providing top-notch financial services, Bernardi & Spencer is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, the institution offers a wide range of services including financial planning, investment management, tax planning, and retirement planning. Clients can expect personalized attention and expert advice to help them navigate the complexities of the financial world. Visit Bernardi & Spencer today and take the first step towards a secure financial future.

Advocate Health Insurance is a reputable health insurance agency located at 18 Southeast 26th Avenue in Milwaukie, Oregon. We specialize in providing comprehensive health insurance coverage to individuals and families in the United States. Our dedicated team of professionals is committed to helping clients find the right insurance plan that meets their specific needs and budget. With a focus on customer service and personalized care, Advocate Health Insurance is a trusted partner in ensuring our clients have access to quality healthcare. Contact us today to learn more about our insurance options and how we can help protect your health and well-being.

Farmers Insurance - Jim Fogel is an insurance agency located at 10391 Southeast Main Street, Milwaukie, Oregon, United States. As a licensed Agent in Oregon and Washington, Jim Fogel helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Jim has the knowledge and experience to help clients better understand their coverage options. Located across the street from the Historic Pietro's Pizza in downtown Milwaukie, Oregon, Jim is available to answer any questions you may have. From comprehensive coverage to deductibles, Jim can simplify the process of selecting the right insurance coverage for your needs and budget. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts for home insurance. Whether you need car insurance, renters insurance, life insurance, business insurance, condo insurance, or recreational insurance, Jim can help customize an insurance package to meet your unique needs.

Michael D. O'Brien & Associates, P.C. is a finance and law institution located at 8800 Southeast Sunnyside Road in Clackamas, Oregon. Specializing in bankruptcy law, the firm serves clients in Clackamas, Oregon City, Happy Valley, Gresham, West Linn, Milwaukie, Estacada, Canby, and Sandy. With over two decades of experience, attorneys Michael O’Brien and Theodore Piteo are nationally certified as Consumer Bankruptcy specialists by the American Board of Certification. They offer personalized services to help individuals and small businesses struggling with debt relief, foreclosure, wage garnishments, and repossession. The firm provides guidance on Chapter 7, Chapter 11, and Chapter 13 bankruptcies, as well as alternatives to bankruptcy. With a commitment to building long-lasting relationships with clients, Michael D. O’Brien & Associates aim to provide affordable and effective solutions to financial challenges.

Central Welding Supply Weldor's Equipment Repair is a leading institution located at 6709 Southeast Lake Road, Milwaukie, Oregon, United States. They offer services throughout Western Washington, Southern Oregon, Portland, the Willamette Valley, and Alaska. The institution recently acquired Weldors Equipment Repair, a trusted repair facility for gas apparatus equipment and welding equipment/machines dating back to 1952. Central Welding Supply is dedicated to supporting and inspiring individuals considering welding as a career choice. They highlight the craftsmanship, financial security, and personal fulfillment that comes with a career in welding. They also recently opened a new location in Anchorage, AK, expanding their retail and service offerings in Alaska.

The Clackamas Small Business Development Center (SBDC) is a valuable resource for entrepreneurs and small business owners in Milwaukie, Oregon, United States. This institution offers a range of services and support to help businesses thrive and grow, including one-on-one consulting, workshops, and training programs. Whether you're just starting out or looking to expand your existing business, the SBDC can provide expert guidance and assistance to help you achieve your goals. With its convenient location in Milwaukie, the SBDC is easily accessible to local business owners seeking to improve their operations and increase their success. Contact the Clackamas Small Business Development Center today to learn more about how they can help your business succeed.

Verity Accountancy, PC is a well-established accounting and finance institution located in Milwaukie, Oregon, United States. With a strong reputation for providing top-notch financial services, Verity Accountancy, PC is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Their team of experienced professionals offers a wide range of services, including tax preparation, bookkeeping, and financial planning. Located at 4000 Southeast International Way, Verity Accountancy, PC is committed to providing personalized and reliable financial solutions to meet the needs of their clients.