TOP 30 Best Long term financial planning in Lake Oswego, Oregon

Principal Financial Group, located at 5665 Meadows Road in Lake Oswego, Oregon, is a finance and insurance agency dedicated to helping individuals, businesses, and employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is passionate about making a difference in the community and actively supports local organizations like the Tualatin School House Food Pantry. If you are looking for an opportunity to change lives and improve financial well-being, we invite you to join our team of dedicated professionals. Our licensed experts offer insurance products, life insurance, annuities, securities, and investment advisory services to clients in multiple states. Contact us to learn more about how we can help you protect what matters most.

Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves. Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.

AIO Fee Only Financial Advisors is a reputable finance institution located on Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to providing unbiased and transparent financial advice to help our clients achieve their financial goals. We pride ourselves on our commitment to offering fee-only services, ensuring that our clients receive advice that is solely in their best interest. Whether you are looking for retirement planning, investment management, or estate planning services, AIO Fee Only Financial Advisors is here to help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Point Forward Wealth Advisors - Ameriprise Financial Services, LLC is a reputable finance institution located at 334 3rd Street in Lake Oswego, Oregon, United States. As a part of Ameriprise Financial Services, LLC, they offer a wide range of financial services to help clients plan for their future and achieve their financial goals. Their team of experienced advisors provides personalized guidance and strategies to help clients make informed decisions about investments, retirement planning, estate planning, and more. With a focus on putting their clients' needs first, Point Forward Wealth Advisors is dedicated to helping individuals and families secure their financial future.

Tribe Financial Group is a reputable finance institution located at 4248 Galewood Street in Lake Oswego, Oregon, United States. We offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Tribe Financial Group can help you reach your financial goals.

Kevin 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.

David Lehman is a Financial Advisor at Ameriprise Financial Services, LLC located at 5000 Meadows Road in Lake Oswego, Oregon, United States. David holds multiple 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. David is dedicated to providing expert financial advice and guidance to individuals and small business owners, ensuring their financial goals are met with integrity and professionalism.

Kieric Wilcox is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Kieric holds multiple 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®, 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®. Kieric specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and clients with special needs. With a focus on ethical practices and a commitment to ongoing education and training, Kieric is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Michael F Connell, CIMA® is a reputable finance institution located at One Centerpointe Drive in Lake Oswego, Oregon, United States. With Michael F Connell, a Certified Investment Management Analyst (CIMA®), at the helm, clients can expect personalized financial advice and tailored investment strategies to help them achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Michael F Connell, CIMA® is committed to providing top-notch financial services and guidance.

Edward Jones - Financial Advisor: Kevin Brenden, CFP®|AAMS™ is a reputable financial institution located at 145 Evergreen Road in Lake Oswego, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Kevin Brenden offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Lake Oswego area.

Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS™ is a reputable finance institution located at 145 Evergreen Road in Lake Oswego, Oregon, United States. With a focus on providing personalized financial planning services, Eric J Weberg, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals through comprehensive investment strategies and wealth management solutions. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS™ is a trusted partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Lori J Black is a reputable financial institution located at 4200 Mercantile Drive in Lake Oswego, Oregon. Lori J Black is a knowledgeable and experienced financial advisor who is dedicated to helping her clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Lori J Black can provide personalized advice and guidance to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lori J Black is committed to helping you secure a stable financial future.

Tripp Wright - Prudential Financial is a leading finance institution located at 5500 Meadows Road in Lake Oswego, Oregon, United States. With a focus on providing top-notch financial services and expertise, Tripp Wright - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experienced team at Tripp Wright - Prudential Financial is here to provide personalized and professional assistance. Trust in Tripp Wright - Prudential Financial for all your financial needs.

Edward Jones - Financial Advisor: Matt Harris is a top-rated financial institution located at 145 Evergreen Road in Lake Oswego, Oregon. As a trusted advisor, Matt Harris provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and financial planning services to help clients plan for a secure future. Whether you are looking to save for retirement, invest for your children's education, or simply grow your wealth, Matt Harris and his team at Edward Jones are dedicated to providing expert guidance and support every step of the way. Visit their office today to start your journey towards financial success.

WestPac® Wealth Partners in Lake Oswego is a leading finance and insurance agency located at 5 Centerpointe Drive in Oregon, United States. With a focus on providing personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Visit us today to learn more about our services and how we can help you secure your financial future.

Oswego Crest Financial Group is a leading finance institution located at 5000 Meadows Road in Lake Oswego, Oregon, United States. With a team of experienced financial experts, Oswego Crest offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Oswego Crest Financial Group is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance.

Morgan Stanley Financial Advisors is a leading finance institution located at 4800 Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to create comprehensive financial plans tailored to each client's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.

Hope Wealth Planning is a premier financial institution located at 5200 Meadows Road in Lake Oswego, Oregon. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and build long-term wealth. We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, and more. At Hope Wealth Planning, we are committed to providing personalized and comprehensive financial solutions tailored to meet each client's unique needs. Visit us today to start planning for a brighter financial future.

Joshua T Gregory is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Joshua 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®, 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®. These certifications cover a wide range of financial planning and investment topics, ensuring that Joshua is well-equipped to provide expert advice to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized advice for military personnel, Joshua T Gregory has the knowledge and expertise to assist you in achieving your financial goals.

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.

Tonya Nichols - RBC Wealth Management Financial Advisor is a renowned finance institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon, United States. With a focus on providing expert financial advice and wealth management services, Tonya Nichols and her team are dedicated to helping clients achieve their financial goals and secure their future. With a strong reputation for professionalism and integrity, clients can trust in the expertise and personalized approach offered by this institution.

Peter W. Spiekerman - RBC Wealth Management Financial Advisor is a reputable finance institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon, United States. With a focus on providing expert financial advice and personalized wealth management services, Peter W. Spiekerman is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, Peter W. Spiekerman and his team are committed to providing top-notch financial guidance and support. Visit their office today to learn more about how they can help you reach your financial objectives.

CGC Financial Services is a leading finance institution located at 5 Centerpointe Drive in Lake Oswego, Oregon, United States. With a team of experienced professionals, CGC Financial Services offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Clients can trust CGC Financial Services to provide personalized solutions tailored to their specific financial goals and needs. Whether you are looking to grow your wealth or plan for the future, CGC Financial Services is committed to helping you achieve financial success.

Sequoia Financial Consulting PC is a leading finance institution located at 3360 Fir Ridge Road in Lake Oswego, Oregon, United States. With a team of experienced financial advisors, Sequoia Financial Consulting PC offers a wide range of services including investment planning, retirement planning, tax strategies, and wealth management. Their personalized approach and commitment to client satisfaction set them apart in the finance industry. Whether you are looking to grow your wealth or plan for a secure financial future, Sequoia Financial Consulting PC is dedicated to helping you achieve your goals.

Dale Donaldson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Dale Donaldson 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Dale Donaldson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. His commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.

Roger Molatore is a highly experienced financial advisor at RBC Wealth Management, located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon. With a focus on providing personalized financial solutions, Roger helps clients achieve their financial goals through tailored investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your assets, Roger Molatore can provide expert guidance and support every step of the way. Trust in Roger Molatore and RBC Wealth Management to help secure your financial future.

ROI Financial Advisors, LLC is a reputable finance institution located in Lake Oswego, Oregon. With a focus on helping clients achieve their financial goals, the team at ROI Financial Advisors, LLC provides personalized investment strategies, retirement planning, and wealth management services. Their experienced advisors work closely with each client to develop a tailored plan that maximizes return on investment. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, ROI Financial Advisors, LLC is dedicated to helping you secure a prosperous financial future.

Allium Financial Advisors, located at 310 North State Street in Lake Oswego, Oregon, is a trusted finance institution that is dedicated to empowering individuals to make informed financial decisions. The team at Allium takes the time to fully understand each client's unique financial situation in order to provide thoughtful advice and comprehensive services throughout their financial journey. From investments to legal, tax, and trustee services, Allium Financial offers a holistic approach to financial management that takes into account life's complexities and changes. The institution creates personalized portfolios through proactive and cost-effective investing, giving clients access to carefully selected alternative investments to enhance returns and reduce portfolio volatility.

Aegis Financial Advisory, LLC is a finance institution located at 5200 Meadows Road in Lake Oswego, Oregon, United States. Specializing in providing expert financial advice and services, Aegis Financial Advisory, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Aegis Financial Advisory, LLC offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, Aegis Financial Advisory, LLC is committed to guiding you every step of the way.

Handy & Co Financial Advisors is a leading finance institution located at 4550 Kruse Way in Lake Oswego, Oregon. Our team of expert advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to guide you every step of the way. Trust Handy & Co Financial Advisors to help you secure your financial future.