TOP 30 Insurance advisor in Portland, Oregon
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Luke Ganzar - State Farm Insurance Agent
● ClosedLuke Ganzar - State Farm Insurance Agent is a trusted insurance agency located at 2222 Northeast Oregon Street in Portland, Oregon. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. With our exceptional customer service and competitive rates, you can have peace of mind knowing you are in good hands with Luke Ganzar - State Farm Insurance Agent. Contact us today for a free quote and see how we can help you with your insurance needs.
2222 NE Oregon St UNIT 202, Portland, OR 97232, United States -
AIC Insurance Agency
● ClosedAIC Insurance Agency, located at 7831 Southeast Lake Road in Portland, Oregon, is a full-service insurance agency offering protection from lawsuits related to employee claims. We represent multiple top-rated insurance companies in Oregon and can bundle all of your insurance needs for your business. Our experienced agents can find you the best rates and coverage for your situation. Whether you need homeowners insurance to protect your investment in your home, auto insurance to save you money, or a personal umbrella policy to protect your assets, AIC Insurance Agency has you covered. We also offer commercial auto insurance, general liability insurance, and a variety of other coverage options for both personal and business needs.
7831 SE Lake Rd #100, Portland, OR 97267, United States -
Tiffany Kim - State Farm Insurance Agent
● ClosedTiffany Kim - State Farm Insurance Agent is an insurance agency located at 2313 Southeast 82nd Avenue, Portland, Oregon, United States. The agency offers a range of insurance products and services to help individuals manage risks, recover from the unexpected, and achieve their dreams. They are licensed in Oregon, Washington, and California, and provide guidance on various insurance options such as life insurance, annuities, and pet insurance. The agency also offers tips on topics such as drunk driving prevention, air travel safety, and party hosting insurance coverage. Customers can contact the agency for personalized assistance and information on investment options. Please note that sensitive personal information should not be shared on the website. If you need assistance with accessibility, please call (503) 252-7095. State Farm VP Management Corp. distributes securities, and State Farm Life Insurance Company issues life insurance and annuities. U.S. Bank National Association offers deposit products and credit cards. Additional terms and conditions apply for pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not affiliated with third-party sites and does not endorse their content. Rocket Mortgage, LLC provides mortgage services, and State Farm VP Management Corp. is separate from State Farm entities offering banking and insurance products. Customers should consult with a tax or legal advisor for personalized advice.
2313 SE 82nd Ave, Portland, OR 97216, United States -
Wix Insurance Agency
● ClosedWix Insurance Agency is a reputable health insurance agency located at 7300 Northeast Glisan Street in Portland, Oregon. We specialize in providing comprehensive health insurance solutions to individuals and families in the United States. Our experienced agents are dedicated to helping clients find the best coverage options that suit their needs and budget. With a focus on personalized service and a commitment to customer satisfaction, Wix Insurance Agency is your trusted partner in navigating the complex world of health insurance. Contact us today for a consultation and let us help you secure the coverage you deserve.
7300 NE Glisan St, Portland, OR 97213, United States -
David W Snyder Agency, LLC American Family Insurance
● ClosedThe David W Snyder Agency, LLC American Family Insurance is a reputable insurance agency located at 15280 Northwest Central Drive in Portland, Oregon, United States. With a focus on providing quality insurance products and exceptional customer service, they strive to protect and support individuals and families in their time of need. Whether you are looking for auto, home, life, or business insurance, the experienced team at David W Snyder Agency is dedicated to finding the best coverage options to suit your specific needs. Trust in their expertise and commitment to serving the community for all your insurance needs.
15280 NW Central Dr #212, Portland, OR 97229, United States -
Planning Investment & Insurance LLC
● ClosedPlanning Investment & Insurance LLC is a finance institution located in Portland, Oregon. Our team of experienced professionals is dedicated to helping clients plan for their financial future through strategic investments and comprehensive insurance solutions. Whether you are looking to grow your wealth, protect your assets, or secure your family's financial well-being, we are here to provide personalized guidance and support. Visit us at 8821 Northwest Skyline Boulevard to learn more about how we can help you achieve your financial goals.
8821 NW Skyline Blvd, Portland, OR 97231, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 121 Southwest Morrison Street in Portland, Oregon, is a finance institution dedicated to helping individuals transition from wealth-building to wealth-enjoying. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors offers a comprehensive approach to managing your financial life. Their team of talented wealth advisors, including Harmon, Bill, Stephen, Kathi, Courtney, Garrett, Alexa, Lily, and Chris, are committed to helping clients achieve their financial goals and enjoy peace of mind. Whether you're a business owner, medical practitioner, executive, retiree, or dedicated saver, Mercer Advisors is here to help you navigate your financial journey. Contact them today to start connecting all the dots of your financial life.
121 SW Morrison St #910, Portland, OR 97204, United States -
Edward Jones - Financial Advisor: Ryan Trout
● OpenEdward Jones - Financial Advisor: Ryan Trout is a reputable finance institution located at 8562 Southwest Apple Way in Portland, Oregon, United States. Ryan Trout is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships and providing expert financial guidance, Edward Jones - Financial Advisor: Ryan Trout is committed to helping clients secure their financial future.
8562 SW Apple Way, Portland, OR 97225, United States -
U.S. Bancorp Investments - Financial Advisors: Portland
● ClosedU.S. Bancorp Investments - Financial Advisors in Portland is a trusted institution located at 1225 Southeast Cesar Estrada Chavez Boulevard, offering expert financial advice and services to clients in the area. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or grow your wealth, U.S. Bancorp Investments is dedicated to helping you navigate the complexities of the financial world. Visit their office in Portland, Oregon, to start building a secure financial future today.
1225 SE Cesar Estrada Chavez Blvd, Portland, OR 97214, United States -
Edward Jones - Financial Advisor: Joe Gledhill
● OpenEdward Jones - Financial Advisor: Joe Gledhill is a trusted financial institution located at 15220 Northwest Laidlaw Road in Portland, Oregon. With a focus on personalized service and tailored financial solutions, Joe Gledhill and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones - Financial Advisor: Joe Gledhill is committed to providing expert guidance and support every step of the way. Visit their office today to start building a secure financial future.
15220 NW Laidlaw Rd #250, Portland, OR 97229, United States -
Meredith Stewart - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeredith 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.
600 NW Naito Pkwy D, Portland, OR 97209, United States -
Rex Schneider - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRex Schneider is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 920 Southwest 6th Avenue in Portland, Oregon. With years of experience in the finance industry, Rex provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Rex Schneider can help guide you towards a secure financial future. Contact him today to schedule a consultation.
920 SW 6th Ave Ste 260, Portland, OR 97204, United States -
Kyle Chandler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle Chandler is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located at 4380 South Macadam Avenue in Portland, Oregon. With a focus on helping individuals and families achieve their financial goals, Kyle provides personalized advice and guidance tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for college, or investing for the future, Kyle Chandler is committed to helping you navigate the complexities of the financial world and make informed decisions. Trust in Kyle Chandler and Ameriprise Financial Services, LLC to help you secure a brighter financial future.
4380 S Macadam Ave Ste 180, Portland, OR 97239, United States -
Edward Jones - Financial Advisor: Drew Watkins, CFP®
● ClosedEdward Jones - Financial Advisor: Drew Watkins, CFP® is a reputable financial institution located at 4300 Northeast Fremont Street in Portland, Oregon. As a Certified Financial Planner, Drew Watkins offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice on investments, retirement planning, insurance, and more. Visit Drew Watkins at Edward Jones to take control of your finances and plan for a successful financial future.
4300 NE Fremont St #110, Portland, OR 97213, United States -
Johnny Walker - State Farm Insurance Agent
● ClosedJohnny Walker - State Farm Insurance Agent is an insurance agency located at 15 82nd Drive in Gladstone, Oregon, United States. Situated across from the Gladstone DMV in the Clackamas River Plaza, we have been proudly serving the Gladstone and greater Portland area since 2015. If you're looking for ways to celebrate your pet's Gotcha Day, we have some ideas to help you commemorate your furry friend's adoptiversary. We also offer information on common medical conditions that certain breeds of pets may be prone to.
15 82nd Dr #200, Gladstone, OR 97027, United States -
Oregon Insurance Advisor
● ClosedOregon Insurance Advisor is a reputable insurance agency located at 5201 Southwest Westgate Drive in Portland, Oregon. Our dedicated team of insurance advisors is committed to helping individuals and businesses find the best insurance coverage to meet their specific needs. Whether you are looking for auto, home, life, or business insurance, we are here to provide personalized service and expert guidance. Contact us today to schedule a consultation and let us help you protect what matters most.
5201 SW Westgate Dr Ste 300 A, Portland, OR 97221, United States -
RiskPoint Insurance Advisors
● ClosedRiskPoint Insurance Advisors is a leading insurance agency located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With a team of experienced advisors, they specialize in providing personalized insurance solutions for individuals and businesses. From property and casualty insurance to employee benefits and risk management services, RiskPoint Insurance Advisors is dedicated to helping clients protect what matters most. Their commitment to exceptional customer service and tailored coverage options sets them apart as a trusted insurance partner in the United States.
15350 SW Sequoia Pkwy #350, Portland, OR 97224, United States -
Richard Downie - State Farm Insurance Agent
● ClosedRichard Downie - State Farm Insurance Agent is an insurance agency located at 18335 Northwest West Union Road, Portland, Oregon, United States. Situated on the upper level of the shopping center at the corner of 185th and West Union Rd, our team is dedicated to providing personalized insurance solutions to meet your needs. Whether you are driving on rural roads or enjoying a steam bath, we offer tips and advice to help keep you safe and protected. Please remember to avoid sharing sensitive personal information online and contact us directly for assistance. For inquiries or accessibility concerns, please call (503) 645-8616. Trust State Farm for life insurance, annuities, and more. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.
18335 NW West Union Rd j, Portland, OR 97229, United States -
Paul Hagemann - State Farm Insurance Agent
● ClosedPaul Hagemann - State Farm Insurance Agent is a trusted insurance agency located at 7420 Southwest Garden Home Road in Portland, Oregon. With a commitment to providing personalized service and comprehensive coverage options, Paul Hagemann and his team are dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, you can rely on their expertise and professionalism to find the right policy for your needs. Contact Paul Hagemann - State Farm Insurance Agent today to learn more about their insurance solutions and how they can help you secure a brighter, more secure future.
7420 SW Garden Home Rd, Portland, OR 97223, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a renowned finance and insurance agency located at 10260 Southwest Greenburg Road in Portland, Oregon. With a strong reputation for providing reliable and comprehensive insurance coverage, New York Life Insurance is dedicated to protecting the financial well-being of individuals and families. Their experienced agents offer personalized service and tailored insurance solutions to meet the unique needs of each client. Trust New York Life Insurance to safeguard your future and provide peace of mind.
10260 SW Greenburg Rd #1150, Portland, OR 97223, United States -
Farmers Insurance - Jerry Braun
● ClosedFarmers Insurance - Jerry Braun is a trusted insurance agency located at 4940 Southeast Woodstock Boulevard in Portland, Oregon, United States. As your local Farmers® agent, Jerry Braun helps customers identify the insurance coverage that best fits their needs. Whether you're looking for auto, home, life, business insurance, or more, Jerry has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers Insurance provides comprehensive coverage and competitive rates with multi-line insurance discounts. Get a quote today and protect your most valuable possessions with Farmers Insurance - Jerry Braun.
4940 SE Woodstock Blvd, Portland, OR 97206, United States -
Renee Nguyen American Family Insurance
● ClosedRenee Nguyen American Family Insurance is a reputable insurance agency located at 4333 Southeast Division Street in Portland, Oregon. Our dedicated team is committed to providing personalized insurance solutions to protect you and your family's assets. Whether you need auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. With our superior customer service and competitive rates, you can trust us to be your reliable insurance partner. Contact us today to learn more about how we can help you secure your future.
4333 SE Division St STE 101, Portland, OR 97206, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management is a finance institution located at 12909 Southwest 68th Avenue in Tigard, Oregon, United States. At Mercer Advisors, we believe in helping successful individuals transition from wealth-builders to wealth-enjoyers. Our comprehensive approach to wealth management goes beyond just managing investment portfolios, as we specialize in financial planning, tax and estate planning, trust services, insurance coverage, and more. Our team of talented wealth advisors in the Portland-South area are dedicated to helping you connect all the dots of your financial life. Whether you're a business owner, medical practitioner, executive, or dedicated saver, we provide personalized guidance to help you achieve your financial goals. With expertise in various areas of finance, our advisors work together to ensure all aspects of your financial life are taken care of. From investment operations to client care and administrative support, our team is here to help you enjoy everything you've worked for.
12909 SW 68th Ave Suite 230, Tigard, OR 97223, United States -
Thomas Hoover - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Hoover is a financial advisor at Ameriprise Financial Services, LLC located at 6500 SW Beaverton Hlsdl Hwy in Portland, Oregon, United States. Thomas holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Thomas specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products. Through his expertise and commitment to excellence, Thomas helps clients make informed financial decisions and achieve their long-term financial goals.
6500 SW Beaverton Hlsdl Hwy Ste 1, Portland, OR 97225, United States -
Shawn Colucy - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShawn Colucy - Financial Advisor, Ameriprise Financial Services, LLC, located at 10260 Southwest Greenburg Road in Portland, Oregon, offers personalized financial planning to help clients get closer to their retirement goals. By answering specific questions tailored to your life stage, you can gain insight into your financial future. With a background in finance and qualifications available on FINRA's BrokerCheck website, Shawn Colucy provides expert advice on stock prices and market trends. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.
10260 SW Greenburg Rd Ste 950, Portland, OR 97223, United States -
Michael Morgan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Morgan - Financial Advisor, Ameriprise Financial Services, LLC, located at 7450 Southwest Beveland Street, Portland, Oregon, United States, is a finance institution specializing in providing wealth management services. As part of Wealth Strategy Partners, they have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2024. Michael Morgan offers personalized investment recommendations based on individual goals and risk tolerance, helping clients track their progress and adjust their financial approach as needed. Clients can access their accounts and investments securely from any device and receive regular updates on their financial goals. With a focus on building confidence and control over financial futures, Michael Morgan is dedicated to helping clients navigate the complexities of the market. Schedule a complimentary initial consultation to learn more about how Michael Morgan can help you achieve your financial goals. Please note that investment products involve risks and are not insured by the FDIC or any federal agency. Ameriprise Financial Services, LLC is a registered investment adviser and securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Morgan is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC for more information on financial planning and investment services.
7450 SW Beveland St #100, Portland, OR 97223, United States -
Blake Schnell - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBlake Schnell - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6650 Southwest Redwood Lane, Portland, Oregon, United States, offers comprehensive financial planning services to help clients achieve their financial goals and protect their assets. With a focus on preparing for the unexpected, including insurance solutions for health, life, disability, income, and long-term care, Blake Schnell provides personalized recommendations tailored to individual needs.
6650 SW Redwood Ln Ste 160, Portland, OR 97224, United States -
Jackson Schwarz - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJackson Schwarz is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 10220 Southwest Greenburg Road in Portland, Oregon, United States. Specializing in finance, Jackson Schwarz holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products, Jackson Schwarz provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, as a Certified Military Financial Advisor®, Jackson Schwarz is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuous education, Jackson Schwarz is dedicated to helping clients achieve their financial goals and secure their financial future.
10220 SW Greenburg Rd Ste 120, Portland, OR 97223, United States -
Travis Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTravis Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC, located at 6500 Southwest Beaverton Hillsdale Highway, Portland, Oregon, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Travis Van Dyke provides comprehensive financial planning tailored to meet the individual needs of clients. From asset management to retirement planning, estate planning, and investment opportunities, Travis Van Dyke is dedicated to helping clients achieve their financial goals. With a focus on ethical practices and continued education, Travis Van Dyke is committed to providing top-notch financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or tax planning, Travis Van Dyke has the expertise and knowledge to help you navigate the complex world of finance. Contact Travis Van Dyke today to start planning for a secure financial future.
6500 SW Beaverton Hillsdale Hwy Ste 1, Portland, OR 97225, United States -
Chris Mueller - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChris Mueller - Financial Advisor, Ameriprise Financial Services, LLC, located at 10260 Southwest Greenburg Road in Portland, Oregon, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, Chris Mueller can assist with saving for major purchases or meeting current needs. The institution provides background and qualification information on FINRA's BrokerCheck website and offers a Client Relationship Summary Disclosure. With a positive outlook on stock prices and the bull market rally, clients can explore options for a more confident financial future through a complimentary initial consultation. Investment products are not FDIC insured and involve risks, while investment advisory services are offered through Ameriprise Financial Services, LLC. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Chris Mueller is registered in certain states for conducting securities business. Referrals are welcomed, and clients can expect to hear from Chris Mueller soon to discuss their financial needs. Privacy and security are priorities at Ameriprise Financial Services, LLC, with resources available on their website for protection against email fraud.
10260 SW Greenburg Rd #400, Portland, OR 97223, United States
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