TOP 30 Best Long term financial plans in Portland, Oregon

Eric Lindberg - COUNTRY Financial Representative is a reputable finance, health, and insurance agency located at 5331 South Macadam Avenue in Portland, Oregon, United States. With a focus on providing personalized financial planning and insurance solutions, Eric Lindberg and his team strive to help clients achieve their financial goals and protect their health and assets. Whether you are looking for retirement planning, investment advice, health insurance, or property insurance, Eric Lindberg - COUNTRY Financial Representative is dedicated to providing top-notch service and expertise to meet your needs.

Latin Prime Financial Group is an insurance agency located at 5257 Northeast Martin Luther King Junior Boulevard in Portland, Oregon, United States. We protect what matters most; you, your family, and your business. We offer various financial alternatives such as Funeral Insurance, Life Insurance, Mortgage Protection, Legal Protection, Obama Care, Medicare, Dental, and Telemedicine (coming soon). Are you prepared for life's unexpected events? How would you pay your mortgage in the event of a sudden death or illness? Have you saved enough to cover your medical expenses and outstanding bills in case of death? Do you have legal protection on a personal, business, or identity theft level? We help our local communities live a full life by giving them the confidence to achieve their personal and financial goals. While we cannot completely control our health or how long we live, we can take steps to plan for a financially secure future. We are your one-stop solution for all your family's financial protection and planning needs. We can help you design a smart plan that starts with having the right protection against the financial impact of an unexpected event, such as death or illness. Contact us for any information you need or to schedule a free consultation. We provide personal or family financial planning, Term or Permanent Life Insurance, Funeral Insurance, Mortgage Protection, Educational Fund for children, and much more. Visit us at 5257 NE Martin Luther King Jr. Blvd. Suite 202 in Portland, OR 97211.

Healthwise Insurance Planning LLC is a reputable health insurance agency located at 11112 Northeast Halsey Street in Portland, Oregon. Our dedicated team of professionals is committed to providing personalized insurance planning services to help individuals and families make informed decisions about their health coverage. With a focus on customer satisfaction and comprehensive coverage options, we strive to ensure that our clients have access to the best healthcare options available. Contact us today to learn more about how Healthwise Insurance Planning LLC can help you protect your health and financial well-being.

Samuel Whitehorn, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, Oregon, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. The institution also provides assistance with the WA Cares Fund, a mandatory payroll tax in Washington for long-term care expenses. With a focus on Medicare Advantage plans, Samuel Whitehorn can help you find the right coverage tailored to your needs. As the need for long-term care becomes increasingly important, it's essential to plan ahead and have discussions with your loved ones. Contact Samuel Whitehorn today to start planning for your future.

Lester Kennedy is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our institution offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We also provide information on the WA Cares Fund, a payroll tax in Washington to support long-term care expenses. Our team can help you navigate Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, it's important to plan for long-term care and have discussions with loved ones. Contact us today to start planning for your future.

William Jayroe is a Bankers Life Agent and Bankers Life Securities Financial Representative located in Portland, Oregon. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One important topic we can assist you with is the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. We can help you understand the rules and regulations surrounding this fund, and we can also help you apply for an exemption if you have long-term care insurance by November 1.

Blueprint Financial Advisors is a leading finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, we are here to provide personalized financial advice and guidance. Visit us at 2750 Northeast 30th Avenue to start building your financial blueprint today.

Fyooz Financial Planning is a finance institution located at 4141 North Williams Avenue in Portland, Oregon. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Fyooz Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Edward Jones - Financial Advisor: Pat Darragh, CFP® is a trusted financial institution located at 111 Southwest 5th Avenue in Portland, Oregon. As a Certified Financial Planner, Pat Darragh provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Pat Darragh is dedicated to providing top-notch financial services tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Pat Darragh, CFP® is the go-to destination for all your financial planning needs in the Portland area.

Edward Jones - Financial Advisor: Bruce Kent is a reputable finance institution located at 4134 Southeast Hawthorne Boulevard in Portland, Oregon. As a trusted financial advisor, Bruce Kent provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Bruce Kent is committed to providing expert guidance and support in investment strategies, retirement planning, estate planning, and more. Whether you are planning for the future or looking to improve your current financial situation, Bruce Kent and his team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Christian Coughlan, CFP® is a finance institution located at 111 Southwest 5th Avenue in Portland, Oregon, United States. Christian Coughlan, a Certified Financial Planner, offers personalized financial advice and services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Adina Flynn is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Portland, Oregon. With a focus on providing personalized financial planning and investment strategies, Adina helps clients achieve their financial goals and secure their financial future. With a commitment to transparency, integrity, and exceptional customer service, Adina Flynn is a trusted partner for individuals and families seeking expert financial guidance. Visit us at 1400 Northwest Irving Street to learn more about how we can help you secure your financial future.

Edward 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.

Willamette Financial Advisors, LLC is a premier financial institution located in Portland, Oregon. We offer personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing expert guidance and tailored solutions to meet each client's unique needs. Please note that appointments are required for consultations, ensuring that each client receives the individual attention and support they deserve. Contact us today to schedule your appointment and take the first step towards securing your financial future.

Brian Lamson - COUNTRY Financial Agent is a trusted finance and insurance agency located at 8835 Southwest Canyon Lane in Portland, Oregon. As a COUNTRY Financial Agent, Brian Lamson offers a wide range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and expert advice, Brian Lamson is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Brian Lamson - COUNTRY Financial Agent today to learn more about how they can help you with your financial needs.

Diamond Financial Partners is a reputable insurance agency located in Portland, Oregon. With a commitment to providing top-notch financial services to clients, they offer a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced professionals works diligently to help clients navigate the complexities of insurance and find the best coverage options. Located at 7140 Southwest Fir Loop, Diamond Financial Partners is dedicated to ensuring the financial security and peace of mind of their valued customers.

Kerri Cox: Primerica - Financial Services is a reputable finance and insurance agency located at 9045 Southwest Barbur Boulevard in Portland, Oregon. With a dedicated team of professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to insurance coverage, Kerri Cox: Primerica is committed to providing personalized solutions tailored to each client's unique needs. Trust in their expertise and experience to secure your financial future.

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.

Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5550 South Macadam Avenue, Portland, Oregon, United States. The institution offers a range of 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 variety of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. The institution aims to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Financial Reserve is a reputable finance institution located at 12725 Southwest 66th Avenue in Portland, Oregon, United States. With a focus on building and managing financial reserves for individuals and businesses, we offer a wide range of services including savings accounts, investment opportunities, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how Financial Reserve can help you build a strong financial foundation.

The Financial Investment Team is a leading finance institution located at 15350 Southwest Sequoia Parkway in Portland, Oregon, United States. Our team of experienced professionals provides expert financial advice and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, our team is here to guide you every step of the way. Trust the Financial Investment Team to help you secure your financial future.

McInnis Financial is a reputable finance institution located at 5410 South Macadam Avenue in Portland, Oregon, United States. With a focus on providing personalized financial solutions, McInnis Financial offers a wide range of services including investment management, retirement planning, estate planning, and insurance. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, McInnis Financial is committed to providing expert guidance and tailored solutions to meet your needs. Visit their office in Portland today to learn more about how they can help you with your financial needs.

Thimbleberry Financial is a finance institution located at 650 Northeast Holladay Street in Portland, Oregon, United States. We specialize in working with professionals from various backgrounds, offering personalized financial planning services tailored to each client's unique goals and needs. Our team takes the time to build strong personal relationships with our clients, ensuring that we understand their financial situation and can provide consistent service over time. Whether you are in the prime of your career or facing a difficult period, we are here to help you navigate your financial journey. Securities are offered through Cambridge Investment Research, Inc, a Broker/Dealer, and advisory services are provided through Cambridge Investment Research Advisors, Inc. We are dedicated to helping our clients define their financial goals, identify strategies, and implement solutions to achieve positive growth. Visit our website to learn more about our services and schedule a consultation with us.

Edward Jones - Financial Advisor: Brandon Wooters, CFP®|ChFC® is a reputable finance institution located at 1237 Northeast Martin Luther King Junior Boulevard in Portland, Oregon, United States. Brandon Wooters, a Certified Financial Planner and Chartered Financial Consultant, 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 dedicated to providing top-notch financial services to individuals and families in the Portland area.

Edward Jones - Financial Advisor: Heath Cornick, CRPC™ is a reputable financial institution located at 2510 Portland Road in Newberg, Oregon, United States. Specializing in finance, Heath Cornick is a Certified Retirement Planning Counselor who provides expert advice and personalized financial solutions to help clients achieve their long-term financial goals. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Heath Cornick, CRPC™ is a trusted partner in managing and growing your wealth.

Edward Jones - Financial Advisor: Joel M Brydon, AAMS™ is a reputable finance institution located at 2909 East Portland Road in Newberg, Oregon, United States. With a focus on personalized financial planning and investment strategies, Joel M Brydon is a Certified Accredited Asset Management Specialist (AAMS™) who is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Joel M Brydon offers expert advice and guidance to help you make informed decisions. Trust Edward Jones - Financial Advisor: Joel M Brydon, AAMS™ for all your financial needs.

Edward Jones - Financial Advisor: Trevor A Hoskinson, AAMS™ is a reputable financial institution located at 2909 East Portland Road in Newberg, Oregon, United States. Specializing in personalized financial planning and investment strategies, Trevor A Hoskinson, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can expect tailored financial solutions and expert advice to help navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Trevor A Hoskinson, AAMS™ is committed to providing top-notch financial services to meet your individual needs.

Patrick Schmitt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1000 Southwest Broadway in Portland, Oregon, United States. Patrick 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®. Patrick specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Patrick is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Derek R Sandell, CFP®|AAMS™ is a reputable financial institution located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With a focus on providing personalized financial planning and investment services, Derek R Sandell, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Derek R Sandell and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS™ is a renowned finance institution located at 10300 Southwest Greenburg Road in Portland, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Matthew S Tuttle offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and excellence, this institution provides top-notch financial services to individuals and families looking to secure their financial future. Visit Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS™ today for professional guidance and support in managing your finances effectively.