Investment advisory in Oregon
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DuPont Financial Group
● ClosedDuPont Financial Group is a well-established institution located at 447 Ferry Street Southeast in Salem, Oregon, United States. Specializing in finance, health, and insurance services, DuPont Financial Group offers a wide range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing personalized and comprehensive financial planning and insurance coverage to help individuals and businesses achieve their goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, DuPont Financial Group is committed to delivering top-notch services and support to ensure your financial well-being.
447 Ferry St SE, Salem, OR 97301, United States -
The Gescher Herber Group at TRUE Private Wealth Advisors
● ClosedThe Gescher Herber Group at TRUE Private Wealth Advisors is a renowned finance institution located at 1781 Liberty Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Gescher Herber Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you make informed financial decisions.
1781 Liberty St SE Ste. 200, Salem, OR 97302, United States -
JGC Wealth Management, LLC
● ClosedJGC Wealth Management, LLC is a finance institution located at 2035 Madrona Avenue Southeast in Salem, Oregon, United States. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are dedicated to providing personalized solutions tailored to your individual needs. Trust JGC Wealth Management, LLC to guide you on the path to financial success.
2035 Madrona Ave SE Ste 100, Salem, OR 97302, United States -
Lasalle Street Securities Llc
● ClosedLasalle Street Securities LLC is a finance institution located at 75 Southeast Byers Avenue in Pendleton, Oregon, United States. Specializing in securities trading and investment services, Lasalle Street Securities LLC offers a wide range of financial products and advisory services to its clients. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals through strategic investment planning and risk management. Whether you are looking to grow your wealth or secure your financial future, Lasalle Street Securities LLC is committed to providing personalized solutions to meet your needs.
75 SE Byers Ave, Pendleton, OR 97801, United States -
Pacific Retirement Partners
● ClosedPacific Retirement Partners is a forward-thinking finance institution located at 10260 Southwest Greenburg Road in Portland, Oregon. Specializing in objective investment advisory services, our team at Multnomah Group is dedicated to helping clients create world-class retirement plans for their employees. As a 100% fee-for-service consulting firm, we prioritize our clients' needs without the influence of conflicts or shareholders. Our annual fiduciary program focuses on providing comprehensive strategies for investment oversight, vendor and plan management, and plan governance to ensure the retirement readiness of employees. We strive to arm plan sponsors with the tools and knowledge needed to navigate the complexities of overseeing their retirement plans. Additionally, our guide "Cultivating Retirement Success" offers streamlined best practices for committees to effectively execute fiduciary duties. We are proud to have been recognized by the National Association of Plan Advisors and PLANADVISER, showcasing our commitment to excellence in the industry. Join us in creating a successful retirement plan for your employees.
10260 SW Greenburg Rd # 400, Portland, OR 97223, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
oneriver financial
● ClosedOneRiver Financial is a fiduciary institution located in Clackamas, Oregon, United States. Our legal duty is to prioritize your needs, ensuring that your best interests are always at the forefront. We understand that everyone's wealth journey is unique, which is why we offer personalized wealth management services that go beyond just investment advice. Our team is dedicated to aligning your personal goals, values, and future wishes with your financial plan, ensuring that every decision made is deliberate and disciplined. We aim to alleviate the stress of financial uncertainty and help you create a solid plan for your financial future.
9200 SE Sunnybrook Blvd #220, Clackamas, OR 97015, United States -
PragmaGroup LLC
● OpenPragmaGroup LLC is an M&A Advisory and Business Consulting Firm located at 2705 East Burnside Street, Portland, Oregon, United States. We specialize in helping founders, family-owned, and mission-driven businesses in the Pacific Northwest strategically grow, multiply their impacts, and find ownership structures that align with their values and missions. Our team works exclusively with business owners who are deeply invested in the future of their companies, crafting legacies that involve current and future owners, investors, customers, leaders, employees, and suppliers. We focus on businesses with revenues between $5 million and $50 million that are founder- or family-owned and led.
2705 E Burnside St Suite 212, Portland, OR 97214, United States -
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedErin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road, Portland, Oregon, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution aims to provide comprehensive financial planning and wealth management services to individuals and businesses, with a focus on ethical and professional standards. Erin Dwyer is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.
16037 SW Upper Boones Ferry Rd #175, Portland, OR 97224, United States -
Ben Rollins - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBen Rollins - Financial Advisor at Ameriprise Financial Services, LLC, located at 10260 Southwest Greenburg Road in Portland, Oregon, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, clients can gain insight into their financial future. Prospective clients can schedule a complimentary initial consultation to learn more about the services offered by Ben Rollins and Ameriprise Financial Services, LLC. Background and qualification information can be accessed through FINRA's BrokerCheck website, providing transparency and peace of mind to clients.
10260 SW Greenburg Rd Ste 950, Portland, OR 97223, United States -
Kevin Kirkpatrick, Certified Financial Planner
● ClosedKevin Kirkpatrick, Certified Financial Planner is a finance and insurance agency located at 5885 Meadows Road in Lake Oswego, Oregon, United States. Our institution is dedicated to making a positive impact on Lake Oswego and the surrounding communities by actively participating in local events, providing exceptional service, and creating personalized financial strategies for each client. We offer securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC., member SIPC. Our supervisory address is 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. Contact us at (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. We are licensed to sell insurance in AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, MD, MI, MS, MT, NE, NC, NV, OH, OR, PA, TN, TX, UT, VA, WA and securities in AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MN, MO, MT, MS, NC, NJ, NM, NV, OR, PA, TX, VA, WA.
5885 Meadows Rd #850, Lake Oswego, OR 97035, United States -
KatieJane Gerling - Thrivent
● ClosedKatieJane Gerling - Thrivent is a finance institution located at 8600 Southwest Salish Lane, Wilsonville, Oregon, United States. They offer individualized planning to help clients navigate their financial future. KatieJane aims to organize, protect, and invest finances in order to achieve financial goals and reduce stress. Clients can expect straightforward information to make informed decisions and work together with KatieJane to create a financial plan that meets their needs. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. They also offer Dedicated Planning Services for clients who wish to further their planning engagement. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services. Clients can visit Thrivent.com for more information about their financial advisors and services.
8600 SW Salish Ln Ste. 3, Wilsonville, OR 97070, United States -
Garry F Liday Corporation
● ClosedGarry F Liday Corporation is a finance institution located at 15405 Southwest 116th Avenue in Portland, Oregon, United States. The institution is dedicated to providing clients with protection of their principal and evaluating their needs to offer potential solutions for their financial future. Garry Liday, the president of Retirement Asset Managers Inc., understands the importance of true wealth and aims to help retirees preserve and protect their assets through comprehensive financial retirement planning. As an IAR with a legal fiduciary responsibility, Garry Liday offers a complete range of investment services tailored to individual client needs, from managing money in the market to safe money products. The institution operates with integrity, prioritizing client safety and growth, and remains a reliable guide throughout the financial journey. Advisory services are offered by Retirement Asset Managers, Inc., while insurance products and services are provided through the affiliated company, Garry F. Liday Corporation.
15405 SW 116th Ave # 103A, Portland, OR 97224, United States -
Rick Grad - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRick Grad is a financial advisor at Ameriprise Financial Services, LLC located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, United States. Rick specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as needed. Clients can access their investments and accounts from any device and track progress towards their financial goals securely. Rick offers complimentary initial consultations for those interested in financial planning concepts and determining an appropriate investment strategy. He helps clients understand risk tolerance and how it impacts their investment decisions. Ameriprise Financial Services, LLC, where Rick works, is a registered investment adviser and offers investment advisory products and services. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.
8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, United States -
LPL Financial / Coleman Financial LLC
● ClosedLPL Financial / Coleman Financial LLC is a finance institution located at 181 North Grant Street in Canby, Oregon, United States. We are dedicated to helping you understand the financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. Our skilled professionals are here to assist you in pursuing your financial goals and providing you with valuable education on financial planning. On our website, you can find useful calculators and access market performance and data easily. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, and our Registered Representatives can only conduct business with residents of certain states. Feel free to check the background of our investment professional to ensure transparency and trust in our services.
181 N Grant St # 201, Canby, OR 97013, United States -
Pearson Financial Group
● ClosedPearson Financial Group is a renowned finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a reputation for excellence and expertise in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Pearson Financial Group has the experience and knowledge to guide you towards financial success. Their team of professionals is dedicated to providing personalized solutions tailored to meet your specific needs. Trust Pearson Financial Group to be your partner in building a secure financial future.
3 Centerpointe Dr # 200, Lake Oswego, OR 97035, 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 -
Maurice Valdivieso - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMaurice Valdivieso - Financial Advisor at Ameriprise Financial Services, LLC, located at 1000 Southwest Broadway in Portland, Oregon, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. Valdivieso works with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. Those interested in a complimentary initial consultation can learn more about how Valdivieso can help them achieve their financial goals. Securities offered by Ameriprise Financial Services, LLC, and investment advisory products and services are available through the registered investment adviser. Valdivieso is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to Valdivieso for assistance in achieving their financial goals. Privacy and security are a priority at Ameriprise Financial Services, LLC.
1000 SW Broadway Ste 2200, Portland, OR 97205, United States -
Brandon Jochim - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrandon Jochim is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 0110 Southwest Bancroft Street in Portland, Oregon, United States. As a finance institution, Brandon offers complimentary initial consultations to help clients achieve a more confident financial future. The institution believes in giving back to the community and supports charities such as the Oregon Food Bank and the ALS Association. Brandon is a dedicated father to his daughter Lucy and enjoys activities such as golfing, skiing, and playing soccer in his free time. He is a proud Timbers season ticket holder and loves exploring all that Portland has to offer. With a focus on financial planning concepts, Brandon provides investment advisory products and services through Ameriprise Financial Services, LLC. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Brandon is registered to conduct securities business in certain states. Clients can expect personalized service and a commitment to helping them achieve their financial goals.
0110 SW Bancroft St Ste A, Portland, OR 97239, United States -
Edward Jones - Financial Advisor: Eric M Sundstrom
● ClosedEdward Jones - Financial Advisor: Eric M Sundstrom is a trusted financial institution located at 806 Northwest Buchanan Avenue in Corvallis, Oregon, United States. Specializing in personalized financial planning and investment strategies, Eric M Sundstrom and his team provide expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric M Sundstrom is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for tomorrow.
806 NW Buchanan Ave Suite 102, Corvallis, OR 97330, United States -
Kelly Stepp - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKelly Stepp, a Financial Advisor at Ameriprise Financial Services, LLC in Corvallis, Oregon, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, clients can track their progress towards financial goals securely online. Kelly Stepp provides complimentary initial consultations for those seeking a more confident financial future. Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks. Ameriprise Financial Services, LLC is a registered investment adviser, offering securities and advisory services. Kelly Stepp is registered in specific states for securities business. Referrals are welcomed, with clients receiving personalized attention to achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
777 NE 2nd St Ste G, Corvallis, OR 97330, United States -
Victor Hux - Thrivent
● ClosedVictor Hux - Thrivent is a finance institution located at 4747 Skyline Road South, Salem, Oregon, United States. They are licensed in multiple states including AZ, CA, DC, MS, OR, TN, and WA. Thrivent offers financial planning advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent, as well as securities and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
4747 Skyline Rd S Ste. 190, Salem, OR 97306, United States -
Eric Braafladt - Thrivent
● ClosedEric Braafladt - Thrivent is a finance institution located at 4747 Skyline Road South in Salem, Oregon, United States. They are licensed in multiple states including AK, AZ, CA, DC, FL, OR, TN, and WA. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their privacy and security disclosures. Financial products and services are provided by licensed professionals, and only financial advisors are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website.
4747 Skyline Rd S Ste. 190, Salem, OR 97306, United States -
The Diamond Peak Group - Morgan Stanley
● OpenThe Diamond Peak Group at Morgan Stanley is a leading financial institution located at 4285 Commercial Street Southeast in Salem, Oregon, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to help. With a focus on integrity, transparency, and excellence, The Diamond Peak Group at Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.
4285 Commercial St SE Ste 200, Salem, OR 97302, United States -
McKenzie Wealth Management - UBS Financial Services Inc.
● OpenMcKenzie Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 450 Country Club Road in Eugene, Oregon, United States. With a strong reputation for providing top-tier financial services, they offer personalized wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering expert advice and guidance to individuals and businesses seeking to grow and protect their assets. Whether you are looking to invest, plan for retirement, or secure your financial future, McKenzie Wealth Management - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.
450 Country Club Rd, Eugene, OR 97401, United States -
Stifel
● OpenStifel is a finance institution located at 1174 Cornucopia Street Northwest in Salem, Oregon, United States. As a leading financial services firm, Stifel provides a wide range of investment banking, wealth management, and advisory services to clients. With a focus on personalized service and expert financial guidance, Stifel is dedicated to helping individuals and businesses achieve their financial goals. Visit Stifel today to learn more about their comprehensive financial solutions.
1174 Cornucopia St NW #230, Salem, OR 97304, United States -
Andrew Kalpakis - Thrivent
● ClosedAndrew Kalpakis - Thrivent is a finance institution located at 1800 Valley River Drive in Eugene, Oregon, United States. At Thrivent, money is seen as a tool to help individuals reach their higher purpose. The team at Layne Douglas & Associates provides financial expertise and purpose-based planning to bring clarity to clients' financial situations. They offer strategies and coaching tailored to individual needs, regardless of financial confidence levels. Clients from around the nation can benefit from Thrivent's services, with the option for in-person meetings. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients have the option to engage further with Thrivent through Dedicated Planning Services for written recommendations for a fee.
1800 Valley River Dr #400, Eugene, OR 97401, United States -
Rory C Robison, Financial Advisor - Eagle Strategies
● OpenRory C Robison, Financial Advisor at Eagle Strategies, located at 120 Oakway Center in Eugene, Oregon, offers holistic financial planning services to help clients protect their future and enjoy life's pleasures. With over two decades of experience, the institution focuses on providing clarity and peace of mind by creating personalized financial plans that align with individual goals and priorities. Clients receive personal support, extensive resources, and guidance to help them make informed decisions and achieve their financial objectives with confidence. The institution values trusted human guidance and aims to be a partner in helping clients maximize their wealth and lead fulfilling lives. Services include insurance sales through New York Life Insurance Company, investment advisory services through Eagle Strategies LLC, and securities products and services through NYLIFE Securities LLC. Clients in Oregon, Arizona, Idaho, Utah, and Washington can benefit from the institution's expertise in financial planning. Contact Rory Robison for more information on how to protect, grow, and maximize your financial assets.
120 Oakway Center, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor Anthony Vredenburg
● ClosedMerrill Lynch Financial Advisor Anthony Vredenburg is a finance institution located at 1255 Lee Street Southeast, Salem, Oregon, United States. They specialize in managing wealth by creating personalized strategies based on each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer personalized wealth management strategies to help clients pursue their financial goals. By conducting a Merrill Personal Wealth Analysis™, they can build a comprehensive plan centered on the client's aspirations and priorities. Their team of advisors focuses on understanding each client's family, goals, and priorities, adapting their approach as life changes. They use the Investment Personality Assessment to tailor their financial strategies to align with the client's preferences and goals. With a commitment to ongoing communication and review, they help clients stay on track to achieve their financial objectives. Anthony Vredenburg is registered to do business in multiple states and holds certifications from the CFP Board and The American College of Financial Services. They offer a range of services including investment advisory, financial planning, and more. Clients can expect personalized investment strategies and comprehensive financial solutions from Merrill Lynch Wealth Management Advisors.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Owl Properties LLC
● ClosedOwl Properties LLC is a general contractor located at 5928 Canary Road in Oregon, United States. Specializing in excavation, septic systems, land clearing, and site preparation, Owl Properties LLC can help you achieve your vision for your property on the unique and beautiful Oregon Coast. With services such as brush removal, trenching, and RV pad installation, Owl Properties LLC can assist with a variety of property improvement projects. Many gravel roads in the area lack proper drainage for the wet climate, but Owl Properties LLC can help optimize your driveway to minimize maintenance and extend its lifespan. Whether you need your property cleared for construction or sale, Owl Properties LLC can provide expert assistance. Additionally, they offer design, permitting, and installation services for new septic systems, as well as troubleshooting and repairs for existing systems.
5928 Canary Rd, Westlake, OR 97493, United States
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