TOP 30 Importance of financial advice in Oregon

28 results found

Tax Minimizers of Oregon Inc. is an accounting and finance institution located at 29 West Powell Boulevard in Gresham, Oregon, United States. Our firm believes in the importance of saving money, with the philosophy that "A dollar saved is a dollar earned." We strive to be actively involved in our clients' businesses, helping them make informed decisions about taxes and new tax laws to minimize their tax liability. Our associates are highly trained professionals who stay up-to-date with continuing education, seminars, and schooling to provide accurate evaluations, business advice, and tax preparation services. They are top graduates in their field, offering a wide range of tax, accounting, and consulting services for all types of businesses.

Meredith Stewart is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 600 Northwest Naito Parkway in Portland, Oregon. With a focus on providing personalized financial planning and investment advice, Meredith is dedicated to helping her clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Meredith can provide expert guidance and tailored solutions to meet your needs. Contact Meredith Stewart today to schedule a consultation and start planning for your financial future.

Andrew Clark - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 4949 South Macadam Avenue in Portland, Oregon. With a focus on personalized financial advice, Andrew takes the time to understand your goals and help you prepare for the expected and unexpected in life. By offering a complimentary initial consultation, Andrew can provide an overview of financial planning concepts to help you feel more confident and in control of your financial future. As a member of FINRA and SIPC, Andrew Clark can conduct securities business with residents of states where he is properly registered. Contact Andrew today to discuss what's most important to you and take the next step towards a more secure financial future.

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 [email protected]. 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.

Living Tree Financial Consulting, located at 3550 Liberty Road South in Salem, Oregon, offers comprehensive financial and investment planning services to help you secure a beautiful tomorrow. Our experienced professionals work with you to create custom strategies tailored to your specific financial goals, whether it's retirement planning, saving for college, or ensuring financial security for your loved ones. As a finance institution, we provide advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC, to residents of select states. Fixed insurance services are also available through Stefani Iverson.

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.

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.

Michael E Arthur, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1000 Southwest Broadway in Portland, Oregon, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Michael helps clients feel more confident and in control of their financial life. Background and qualification information for Michael E Arthur can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.

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.

Eric Ingmire, a financial advisor at Ameriprise Financial Services, LLC, located at 17040 Pilkington Road in Lake Oswego, Oregon, offers personalized financial planning services to help clients achieve their goals. If you're not already a client, you can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that this consultation does not include written analysis or recommendations. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services that involve risks such as possible loss of principal. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Eric Ingmire is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Contact Eric to discuss your financial priorities and start planning for a more secure future. Please refer to Ameriprise Financial's website for important disclosures and regulations regarding privacy, security, and email fraud. Your referrals are appreciated, and Eric will reach out to them soon to help them achieve their financial goals.

Adam Feik is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 528 Cottage Street Northeast in Salem, Oregon. With a focus on providing personalized financial planning and investment strategies, Adam and his team help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Adam Feik is dedicated to providing expert financial advice and guidance to help clients make informed decisions. Trust Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and create a customized plan tailored to your unique needs.

Robert Cavens, a financial advisor at Ameriprise Financial Services, LLC, located at 2292 Oakmont Way in Eugene, Oregon, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is important to each individual, Robert helps clients feel more confident and in control of their financial lives. He can assist with saving for college, planning for retirement, making smart investments, and more. Background and qualification information for Robert Cavens can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for more information.

Reliant Wealth Advisors - Ameriprise Financial Services, LLC, located at 2260 Oakmont Way in Eugene, Oregon, is a top-rated finance institution that has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Their team of financial advisors prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. They provide personalized investment recommendations based on your individual goals and risk tolerance, and regularly review and adjust your portfolio as needed. With easy access to your investments and accounts from any device, you can track your progress towards your financial goals securely. Ameriprise financial advisors are registered to do business in certain U.S. states, and offer complimentary initial consultations to discuss your financial needs. While they cannot guarantee future financial results, they are committed to helping you achieve your goals. Contact them today to learn more about how they can assist you in reaching your financial objectives.

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 Dustin R Tanquary is a trusted finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. The Barsotti Tanquary Group, of which Dustin R Tanquary is a part, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They are dedicated to being your primary source for financial advice and guidance, ensuring that you value the dedication and diligence offered at each step of the financial planning process. The team at Merrill Lynch Financial Advisor Dustin R Tanquary shares a common goal: to help you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. They prioritize your personal perspective and priorities, aiming to bring simplicity and transparency to the complexities of finance. Their goal is to make planning for the future an exciting journey that helps you reach your financial goals.

Koenig Investment Advisory, LLC is a finance institution located at 739 North Main Street in Ashland, Oregon, United States. We specialize in providing fee-only investment and wealth planning services to individuals, families, and business owners. Our team understands that each client has unique financial needs and goals, and we offer customized solutions tailored to your specific objectives and concerns. As a registered investment advisor with the Securities and Exchange Commission, we provide investment advisory services to our clients. Brokerage services and securities are offered through Charles Schwab & Co., Inc., Member FINRA/SIPC/NFA, although we are not affiliated with Schwab. Please note that personalized investment advice or securities transactions will not be provided without proper registration or exemption.

Jason Smith at Buckingham Strategic Wealth is a finance institution located at 202 Oak Street in Hood River, Oregon, United States. The Hood River team is committed to bringing purpose to the financial planning process for individuals and families. With a focus on comprehensive financial needs throughout all stages of clients' careers, they offer personalized wealth planning and evidence-driven investment strategies to create a secure environment for open communication about financial dreams and concerns. As fiduciary advisors, the team at Jason Smith at Buckingham Strategic Wealth specializes in a wide range of wealth management services primarily for households in the Pacific Northwest. Their approach is centered on exploring clients' goals, building evidence-backed financial plans, and collaboratively putting those plans into action. They believe in always doing what is best and right for their clients.

Loan Till Payday Online is a finance institution located at 436 5th Street, Lake Oswego, Oregon, United States. Our secure online form can be completed in just a few minutes, providing a convenient way to access financial assistance. It is important to note that individuals facing serious financial difficulties should seek professional advice or consider alternative options. Our website uses Site Visit Recordation Technology to document site visits, ensuring transparency and security for our users. By submitting information through our website, you are consenting to the use of this technology. We are not a lender or agent, but rather connect users with financial service providers who may be able to assist with their financial needs.

Paul Barton - State Farm Insurance Agent is an established insurance agency located at 18000 Southwest Upper Boones Ferry Road, Tigard, Oregon, United States. With over 120 years of combined office experience and extensive claims handling expertise, our agency is a trusted member of the Tualatin Chamber of Commerce. As an Ambassador Travel Qualifier, Legion of Honor Agent, and Silver Scroll recipient, we prioritize out-of-state transfer services and are licensed in both Oregon and Washington. Our second-generation State Farm Agent, Paul Barton, has been serving the community since 2006. With a background in coaching and scholarship athletics, Paul is a proud Oregon Native and father of three. His team's mission is to help individuals manage everyday risks, recover from unexpected events, and achieve their dreams through insurance and financial services.

Chris Brokopp - State Farm Insurance Agent is located at 115 West 6th Avenue in Eugene, Oregon. Situated across from the Lane County Health Building, one block west of Hult Center, the agency has recently moved from West Eugene to Downtown. The new office on 6th Street between Olive and Charnelton offers a private parking lot for customer convenience. As a proud member of the U.S. Air Force, Chris Brokopp brings a commitment to serving the Eugene community and surrounding towns like Veneta, Elmira, Monroe, and Cheshire. The agency focuses on helping customers protect their homes, cars, businesses, and families, in line with State Farm's mission to be a good neighbor. With a dedication to top-notch service and open communication, Chris and his team strive to be more than just insurance providers – they aim to be trusted sidekicks.

Farmers Insurance - Bruce Caico is an insurance agency located at 336 Northwest 3rd Avenue, Myrtle Creek, Oregon, United States. With over 25 years of experience as a business owner, Bruce Caico understands the importance of serving the needs of customers and the community. As a local Farmers® agent, Bruce and his team help individuals and businesses identify insurance coverage that best fits their unique requirements. They offer a personalized and straightforward process to equip clients with the knowledge necessary to make the right coverage decisions. The agency offers a variety of insurance options including auto, home, renters, business insurance, and more. With a deep-rooted connection to the community, the team at Farmers Insurance - Bruce Caico has the knowledge and experience to help clients better understand their coverage options. They are passionate about providing excellent service and ensuring their clients' peace of mind.

Idiart Law Group, located at 815 Southeast Oak Avenue in Roseburg, Oregon, is a dedicated team of lawyers with over 50 years of combined legal experience. Specializing in personal injury cases, we have helped over 10,000 individuals who have suffered injuries due to negligence. With multiple locations throughout Oregon, we are committed to helping the injured in their legal battles. At Idiart Law Group, we offer free consultations with no obligation and work on a contingency basis, so you can hire us with no financial risk. Our passion for helping our clients drives us to provide honest and clear advice, ensuring that you can focus on your needs while we handle your legal battle.

BMO, located at 248 Southwest Coast Highway in Newport, Oregon, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. provides banking products and services in the United States, subject to bank and credit approval. To comply with federal regulations, the institution requires customers to provide identifying information when opening an account. BMO emphasizes the importance of privacy and security, advising customers to review the policies of third-party websites linked to their platform. The institution does not provide tax or legal advice, recommending clients consult with independent advisors for personalized guidance.

Dawson Estate Law, P.C. is a respected law firm located at 5695 Hood Street in West Linn, Oregon, United States. Specializing in Estate Planning and Administration, the firm has been serving individuals and families since 2007. The founder, with years of experience in the field, understands the importance of personalized legal services when it comes to financial security. At Dawson Estate Law, P.C., each client receives individualized attention to create a tailored estate plan that meets their unique needs and aspirations. The firm's collaborative approach involves listening to clients, understanding their goals, and working together to design a high-quality estate plan that is clear and effective.

Mike Gates - State Farm Insurance Agent is located at 1471 Burns Street in West Linn, Oregon, United States. As an insurance agency, we offer a range of services to help you protect your assets and loved ones. Whether you are looking to insure your home, car, or life, we can help you find the right coverage for your needs. We also provide valuable information on topics such as home renovations, auto maintenance, and college student insurance. Our goal is to help you make informed decisions about your insurance needs and financial well-being.

Loan Till Payday Online is a finance institution located at 121 2nd Avenue, Albany, Oregon, United States. They offer a secure online form that takes just a few minutes to complete. It is important to note that individuals facing serious financial difficulties should consider seeking professional financial advice. By submitting information through their website, users consent to the use of Site Visit Recordation Technology. Please be aware that Loan Till Payday Online is not a lender and does not engage in lender-related activities. By submitting information, users are requesting to be connected with financial service providers who may be able to assist with their financial needs. The services offered are administrative only and are free of charge to users. Lenders pay a fee to be connected to consumers in need of financial services.

The Guidance Group, Inc. is a finance institution located at 10250 Southwest Greenburg Road, Tigard, Oregon, United States. On their website, you can find a variety of useful calculators to assist with your retirement planning needs. Securities are offered through Securities America, Inc. and advisory services are offered through Securities America Advisors, Inc. The Guidance Group and Securities America are separate entities. It is important to consult with your tax or legal advisor regarding your specific situation, as Securities America and its representatives do not provide tax or legal advice. The site is for informational purposes only and is not a solicitation or offering of any security. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and federally registered CFP, which are awarded to individuals who meet certification requirements. This site is intended for residents of the United States and does not constitute an offer to sell or solicit to buy any security or product mentioned. Services may only be offered in states or jurisdictions where individuals are properly registered or exempt from registration. Not all products and services mentioned on the site may be available in every state or jurisdiction. Be sure to check the background of any investment professional mentioned on the website.

Merrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.