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TOP 30 Importance of financial planning in Oregon
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Healthy Smiles of Scappoose
Healthy Smiles of Scappoose is a premier dental institution located at 33640 East Columbia Avenue in Scappoose, Oregon. Our team of experienced and compassionate dentists, Drs. Liday and Bynum, are committed to providing the highest quality dental care in a comfortable and caring environment. We offer a comprehensive range of dental services for patients of all ages, including routine checkups, restorative work, cosmetic smile makeovers, dental implants, and emergency care. Our state-of-the-art facility is equipped with the latest dental technology to ensure precise and comfortable treatments.
Samuel Whitehorn, Bankers Life Agent and Bankers Life Securities Financial Representative
Samuel Whitehorn, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, Oregon, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. The institution also provides assistance with the WA Cares Fund, a mandatory payroll tax in Washington for long-term care expenses. With a focus on Medicare Advantage plans, Samuel Whitehorn can help you find the right coverage tailored to your needs. As the need for long-term care becomes increasingly important, it's essential to plan ahead and have discussions with your loved ones. Contact Samuel Whitehorn today to start planning for your future.
Lester Kennedy, Bankers Life Agent and Bankers Life Securities Financial Representative
Lester Kennedy is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our institution offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We also provide information on the WA Cares Fund, a payroll tax in Washington to support long-term care expenses. Our team can help you navigate Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, it's important to plan for long-term care and have discussions with loved ones. Contact us today to start planning for your future.
William Jayroe, Bankers Life Agent and Bankers Life Securities Financial Representative
William Jayroe is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One important topic we can assist you with is the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. We can help you understand the rules and regulations surrounding this fund, and we can also help you apply for an exemption if you have long-term care insurance by November 1.
Meredith Stewart - Associate Financial Advisor, Ameriprise Financial Services, LLC
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, Ameriprise Financial Services, LLC
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
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 Gilbert@EstateFS.com. 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.
Dominic Olvera, Bankers Life Agent and Bankers Life Securities Financial Representative
Dominic Olvera, Bankers Life Agent and Bankers Life Securities Financial Representative in Salem, Oregon, offers a comprehensive range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Dominic can help you find the right coverage tailored to your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have these important discussions with your loved ones. Visit Dominic Olvera today to start planning for your future.
Lucas Weigang, Bankers Life Agent and Bankers Life Securities Financial Representative
Lucas Weigang, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, Oregon, offers a range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Lucas Weigang can help you navigate the complex world of insurance and financial planning. One important topic to consider is the WA Cares Fund, a mandatory payroll tax in Washington for long-term care expenses. Not everyone may qualify for benefits, but with long-term care insurance, you may be eligible for an exemption. Lucas Weigang can guide you through the process and help you understand your options.
Merrill Lynch Financial Advisor Katherine L. O'Brien
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.
Living Tree Financial Consulting
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.
AGP Wealth Advisors - Ameriprise Financial Services, LLC
AGP Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2292 Oakmont Way in Eugene, Oregon, United States. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your goals. Please visit our website for important disclosures, privacy and security information, and to learn more about our services. We look forward to helping you and your loved ones secure a prosperous financial future. Contact us today to schedule a meeting.
Amelia Beukers - Associate Financial Advisor, Ameriprise Financial Services, LLC
Amelia Beukers is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 9665 Southwest Allen Boulevard in Beaverton, Oregon, United States. As a finance institution, Amelia offers consultations to discuss what is most important to clients, providing an overview of financial planning concepts. Please note that written analysis and recommendations are not included in the initial consultation. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the site are bound by the Ameriprise Financial Website Rules and Regulations. Amelia appreciates referrals and will reach out to friends or family members to help them achieve their financial goals. For more information on privacy, security, and email fraud, please visit the Privacy and Security Center on the Ameriprise Financial Services, LLC website.
Shawn Downey - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Wealth Strategy Partners - Ameriprise Financial Services, LLC
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.
Michael E Arthur - Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Bridgetown Legacy Advisors - Ameriprise Financial Services, LLC
Bridgetown Legacy Advisors - Ameriprise Financial Services, LLC is a finance institution located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes the importance of financial wellness for the whole family, crafting personalized financial strategies for each generation. They provide multi-generational financial planning experiences and empower family members to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. Clients can access their investments and accounts from any device and track their progress towards their goals securely. The institution also offers resources on financial literacy and important disclosures for users of their website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Pollack is a financial advisor at Ameriprise Financial Services, LLC located at 3939 Northeast Hancock Street in Portland, Oregon. With a background and qualifications available on FINRA's BrokerCheck website, Andrew Pollack specializes in helping clients navigate the complexities of the financial world. He can only conduct securities business with residents of specific states where he is properly registered, as listed on FINRA's BrokerCheck. During the initial consultation, clients receive an overview of financial planning concepts without written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results, but strives to provide valuable insights and guidance to clients. By adhering to the Ameriprise Financial Website Rules and Regulations, users can access important information about corporate entities, disclosures, privacy, and security. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes the financial goals and well-being of clients. Referrals are welcomed and Andrew Pollack looks forward to helping friends and family members achieve their financial aspirations. With a commitment to privacy and security, Ameriprise Financial Services, LLC provides an Online Security Guarantee and resources to combat email fraud. Contact Andrew Pollack today to discuss what matters most to you and explore the potential for a positive backdrop in the stock market.
Merrill Lynch Financial Advisor Spencer Arn
Merrill Lynch Financial Advisor Spencer Arn is a reputable finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. The team of experienced and talented advisors at Merrill Lynch is dedicated to providing exemplary client service, supported by the global resources of Merrill. They focus on building strong client relationships based on trust and personalized service, tailored to each client's family, goals, and priorities. The advisors at Merrill Lynch work closely with clients to design and implement personalized financial plans to help them pursue their goals while managing investment risk. Through the Merrill Personal Wealth Analysis™ tool, clients can build and document a plan centered on their goals. The advisors at Merrill Lynch understand that both life and financial markets can change over time, and they are committed to helping clients stay on track to achieve what's most important to them. With access to comprehensive financial solutions from Bank of America, Merrill Lynch Wealth Management Advisors can provide personalized investment strategies to address clients' needs and goals. Whether you are looking for investment insights, tips, or strategies, the team at Merrill Lynch is here to help you live your best financial life.
Merrill Lynch Financial Advisor Richard A Barker
Merrill Lynch Financial Advisor Richard A Barker, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution dedicated to helping clients make important financial decisions. Richard Barker is committed to building strong relationships with clients, focusing on personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can create flexible strategies to navigate changing market conditions. Richard Barker follows the Merrill tradition of community involvement, volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, clients can develop personalized financial plans centered on their goals. The team at Merrill Lynch Wealth Management works closely with clients to identify and define their goals, creating strategies that reflect their investment styles and life plans. By understanding clients' financial personalities and preferences, Merrill can customize approaches to help clients pursue their unique objectives. With a focus on ongoing communication and adjustments, the team at Merrill Lynch aims to help clients stay on track to achieve their financial goals. Richard Barker is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Clients can expect personalized investment strategies and comprehensive financial solutions from the Merrill team, supported by the resources of Bank of America. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. With a commitment to putting clients first and providing the latest investment insights, Merrill Lynch Financial Advisor Richard A Barker offers a dedicated and personalized approach to financial planning.
Merrill Lynch Financial Advisor Brendan Price
Merrill Lynch Financial Advisor Brendan Price, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a Vice President with over 15 years of experience in the financial services industry. Brendan assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. He specializes in helping clients navigate important financial transitions such as retirement, inheritance, or the sale of a business. Brendan also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. At Merrill Lynch Wealth Management, Brendan focuses on building strong client relationships based on trust and personalized service. He works with a team of talented individuals to develop personalized plans centered on clients' goals and priorities. By listening carefully to clients' needs and aspirations, Brendan helps design and implement financial plans to help them pursue their financial goals while managing investment risk.
Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jeffrey Michael Crosby is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2225 Pacific Boulevard Southeast in Albany, Oregon, United States. As a finance institution, we offer consultations to discuss your financial priorities and goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. We are committed to upholding corporate entities and important disclosures, website rules and regulations, as well as privacy and security measures. Members of Ameriprise Financial Services, LLC are registered with FINRA and SIPC. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Rest assured that we prioritize privacy and security, with online security guarantees and protection against email fraud. Thank you for considering us for your financial needs.
Adam Feik - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Gary M Rierson - Financial Advisor, Ameriprise Financial Services, LLC
Gary M Rierson is a financial advisor at Ameriprise Financial Services, LLC located at 528 Cottage Street Northeast in Salem, Oregon, United States. With a focus on providing personalized financial solutions, Gary helps clients achieve their financial goals and secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so it's important to review their backgrounds, credentials, and experience to find the best fit for your needs. By filling out the "Request consultation" form, you can connect with Gary for a complimentary initial consultation to discuss your financial goals and create a customized plan. Take the first step towards financial security and schedule a consultation with Gary M Rierson at Ameriprise Financial Services, LLC.
Kale Chalmers - Financial Advisor, Ameriprise Financial Services, LLC
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.
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