Investment management in Albany, OR
21 results found
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Cheever Capital Management, LLC
● ClosedCheever Capital Management, LLC is a reputable finance institution located at 2360 14th Avenue Southeast in Albany, Oregon, United States. With a strong track record of providing expert financial services and investment management, they offer tailored solutions to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cheever Capital Management, LLC is committed to delivering top-notch financial guidance and support.
2360 14th Ave SE, Albany, OR 97322, United States -
Oregon Farm and Home Brokers
● OpenOregon Farm and Home Brokers is a reputable general contractor and real estate agency located in Albany, Oregon. Our dedicated team of professionals specializes in helping clients buy, sell, and manage properties in the beautiful Oregon countryside. Whether you are looking to invest in a farm, ranch, or residential property, our experienced brokers are here to guide you every step of the way. Visit us at 2125 Pacific Boulevard Southwest to explore our wide range of listings and discover the perfect property for your needs.
2125 Pacific Blvd SW, Albany, OR 97321, United States -
LPI LLC
● OpenLPI LLC is a finance institution located at 1040 Dale Street Southeast in Albany, Oregon, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and insurance solutions. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.
1040 Dale St SE, Albany, OR 97322, United States -
Lisa A. Anderson
● ClosedLisa A. Anderson is a reputable finance institution located at 640 Southwest 3rd Avenue in Albany, Oregon, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in investment strategies, financial planning, and wealth management. Whether you're looking to grow your savings, plan for retirement, or secure a loan, Lisa A. Anderson is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, this institution is a trusted partner for individuals and businesses alike.
640 SW 3rd Ave, Albany, OR 97321, United States -
Jessie Carlson - State Farm Insurance Agent
● ClosedJessie Carlson - State Farm Insurance Agent is an insurance agency located at 1811 14th Avenue Southeast, Albany, Oregon, United States. Situated on the corner of 14th Ave & Davidson St, next to the Albany Public Library & Citizen's Bank, this institution specializes in creating special needs financial plans to ensure individuals with special needs receive the care they require. They also offer guidance on the differences between condos and apartments for those embarking on a new home search. Additionally, they provide tips on DIY auto maintenance to help combat rising repair costs. Clients are reminded not to include sensitive personal information when contacting the institution. For assistance with accessibility, individuals using screen readers can reach out by calling (541) 926-6665. State Farm offers a range of insurance products including life insurance and annuities, as well as pet insurance underwritten by American Pet Insurance Company and ZPIC Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association. State Farm also provides investment opportunities through State Farm VP Management Corp, with a disclaimer that investing involves risk. The institution does not provide tax or legal advice, and individuals are advised to consult a professional advisor for personalized guidance.
1811 14th Ave SE, Albany, OR 97322, United States -
Oregon State Credit Union
● ClosedOregon State Credit Union is a trusted financial institution located at 1394 Southeast Clay Street in Albany, Oregon. As a member-owned credit union, we provide a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make managing your finances easy and accessible. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
1394 SE Clay St, Albany, OR 97322, United States -
Chase Bank
● ClosedChase Bank, located at 231 Southwest Ellsworth Street in Albany, Oregon, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. Whether you need assistance with improving cash flow, credit solutions, or managing payroll, the team of business professionals at Chase is here to help. They also provide online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Their wealth management services are designed to help clients navigate market risks and achieve their investment objectives.
231 SW Ellsworth St, Albany, OR 97321, United States -
Lewis Hanson and Company
● ClosedLewis Hanson and Company is a leading finance institution located at 120 Northwest Hickory Street in Albany, Oregon, United States. With a strong reputation for excellence in financial services, Lewis Hanson and Company offers a wide range of investment and wealth management solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized and strategic financial guidance to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lewis Hanson and Company is committed to helping you succeed.
120 NW Hickory St, Albany, OR 97321, United States -
Keith Wealth Advisors
● ClosedKeith Wealth Advisors is a leading finance institution located at 375 Pacific Boulevard Southwest in Albany, Oregon. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized financial planning and investment strategies, we provide comprehensive wealth management services to individuals and businesses alike. Trust Keith Wealth Advisors to provide you with the guidance and support you need to build a strong financial foundation.
375 Pacific Blvd SW B, Albany, OR 97321, United States -
Crosby Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedCrosby Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2225 Pacific Boulevard Southeast in Albany, Oregon, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
2225 Pacific Blvd SE Ste 203, Albany, OR 97321, United States -
Edward Jones - Financial Advisor: Trevor J Hurley, ABFP™|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Trevor J Hurley, ABFP™|AAMS™|CRPC™ is a reputable finance institution located at 2411 Southeast Brighton Way in Albany, Oregon, United States. With a team of highly qualified professionals, including Trevor J Hurley who holds designations such as ABFP™, AAMS™, and CRPC™, the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust in Edward Jones - Financial Advisor: Trevor J Hurley for reliable and comprehensive financial guidance.
2411 SE Brighton Wy A, Albany, OR 97322, United States -
Eric Erwin - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEric Erwin - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2225 Pacific Boulevard Southeast in Albany, Oregon, offers a range of financial services to meet the needs of individuals and businesses. Eric Erwin holds various certifications, including 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®, CFP®, 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®. These certifications demonstrate Eric Erwin's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Eric Erwin can provide tailored financial advice to help you achieve your goals.
2225 Pacific Blvd SE Ste 203, Albany, OR 97321, United States -
Krpalek Financial Services / Greg Krpalek, ChFC, CWS, CLU
● ClosedKrpalek Financial Services, led by Greg Krpalek, ChFC, CWS, CLU, is a reputable finance institution located in Albany, Oregon. With a focus on providing expert financial planning and wealth management services, Krpalek Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance solutions, the experienced team at Krpalek Financial Services is committed to providing personalized and comprehensive financial guidance tailored to your individual needs. Visit us at 2320 14th Avenue Southeast to start your journey towards financial success today.
2320 14th Ave SE, Albany, OR 97322, United States -
Edward Jones - Financial Advisor: Mark L Floyd, AAMS™
● ClosedEdward Jones - Financial Advisor: Mark L Floyd, AAMS™ is a reputable finance institution located at 321 Southeast 1st Avenue, Albany, Oregon, United States. Mark L Floyd, a certified AAMS™ professional, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to exceptional service and a focus on building long-term relationships, Edward Jones is a trusted partner in financial planning and wealth management. Visit Mark L Floyd today to start planning for a secure financial future.
321 SE 1st Ave Suite 2B, Albany, OR 97321, United States -
Edward Jones - Financial Advisor: Phillip A Long
● ClosedEdward Jones - Financial Advisor: Phillip A Long is a trusted financial institution located at 1801 17th Avenue Southeast in Albany, Oregon, United States. As a dedicated financial advisor, Phillip A Long provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, clients can expect expert guidance and tailored solutions to meet their unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Phillip A Long is committed to helping you secure a strong financial future.
1801 17th Ave SE #102, Albany, OR 97322, United States -
Edward Jones - Financial Advisor: Gabby Hyde
● ClosedEdward Jones - Financial Advisor: Gabby Hyde is a reputable finance institution located at 945 Southeast Geary Street in Albany, Oregon, United States. As a dedicated financial advisor, Gabby Hyde offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Gabby Hyde is committed to helping individuals and families make informed decisions about their finances. Visit us today to start planning for a secure financial future.
945 SE Geary St, Albany, OR 97322, United States -
Scott Cramer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Cramer - Financial Advisor, Ameriprise Financial Services, LLC, located at 2225 Pacific Boulevard Southeast, Albany, Oregon, United States, is a finance institution under Crosby Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023. Scott Cramer provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. Initial consultations are complimentary and focus on understanding clients' unique goals and priorities. Scott Cramer can only conduct securities business in registered states. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
2225 Pacific Blvd SE Ste 203, Albany, OR 97321, United States -
Edward Jones - Financial Advisor: Jeff White, AAMS™
● OpenEdward Jones - Financial Advisor: Jeff White, AAMS™ is a finance institution located at 2288 Pacific Boulevard Southeast in Albany, Oregon, United States. Jeff White, a certified Accredited Asset Management Specialist, offers personalized financial advising services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jeff White provides expert guidance on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Jeff White, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence.
2288 Pacific Blvd SE, Albany, OR 97321, United States -
LPL Financial
● OpenLPL Financial is a leading financial institution located at 405 Southeast 2nd Avenue in Albany, Oregon, United States. As a trusted name in the finance industry, LPL Financial offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, LPL Financial is dedicated to providing personalized solutions and expert advice to clients. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, LPL Financial is here to help you every step of the way.
405 SE 2nd Ave, Albany, OR 97321, United States -
Edward Jones - Financial Advisor: Rosco Huebner
● ClosedEdward Jones - Financial Advisor: Rosco Huebner is a trusted financial institution located at 945 Southeast Geary Street in Albany, Oregon. Specializing in finance, this institution provides expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Led by experienced advisor Rosco Huebner, clients can expect dedicated and professional service to help them navigate the complexities of investing, retirement planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Edward Jones is committed to providing the guidance and support needed to make informed decisions. Visit their office today to start planning for a brighter financial tomorrow.
945 SE Geary St, Albany, OR 97322, United States -
Baker Cathy
● OpenBaker Cathy is a well-established accounting and finance institution located at 430 Southeast 2nd Avenue in Albany, Oregon, United States. With a team of experienced professionals, Baker Cathy offers a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Baker Cathy is dedicated to helping clients achieve their financial goals with personalized and reliable service. Whether you need assistance with bookkeeping, payroll, or investment management, Baker Cathy is the trusted choice for all your accounting and finance needs.
430 SE 2nd Ave, Albany, OR 97321, United States
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