TOP 30 Long term investments in Lake Oswego, Oregon

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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.

Griffin Tax and Investment Services is a reputable institution located at 5200 Meadows Road in Lake Oswego, Oregon, United States. Specializing in accounting and finance services, this local government office is dedicated to providing top-notch tax and investment solutions to individuals and businesses in the area. With a team of experienced professionals, Griffin Tax and Investment Services is committed to helping clients navigate the complexities of financial management and achieve their long-term financial goals. Contact them today to learn more about their comprehensive range of services.

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.

Lifelong Wealth Management is a leading finance institution located at 5 Centerpointe Drive in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their long-term financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Lifelong Wealth Management to help you build and protect your wealth for a secure and prosperous future.

EHI Advising LLC is a professional advising firm located at 5285 Meadows Road in Lake Oswego, Oregon. Our team of experienced advisors provides personalized guidance and support to individuals seeking assistance with their financial planning, investment strategies, and overall wealth management. With a focus on building long-term relationships with our clients, we strive to help them achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how EHI Advising LLC can help you reach your financial objectives.

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.

U.S. Bank - Wealth Management Banker: Grayson Biggs is a prestigious financial institution located at 333 South State Street in Lake Oswego, Oregon, United States. As a dedicated wealth management banker, Grayson Biggs provides personalized financial services and expert guidance to clients looking to grow and protect their assets. With a focus on investment strategies, retirement planning, and estate management, U.S. Bank offers comprehensive wealth management solutions tailored to each client's unique financial goals and needs. Trust U.S. Bank - Wealth Management Banker: Grayson Biggs to help you secure your financial future and achieve long-term success.

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.

Richard Hogue - RBC Wealth Management Financial Advisor is a reputable financial institution located at 4949 Southwest Meadows Drive in Lake Oswego, Oregon. As a trusted advisor, Richard Hogue offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Richard Hogue provides expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Richard Hogue - RBC Wealth Management Financial Advisor is committed to helping you secure a strong 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.

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.

Horst & Graben Wealth Management is a prestigious finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a strong reputation for providing top-notch financial services, 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 investments, plan for retirement, or protect your wealth, Horst & Graben Wealth Management offers personalized solutions tailored to meet your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Robert Kent is a financial advisor at Ameriprise Financial Services, LLC located at 2 Centerpointe Drive, Lake Oswego, Oregon, United States. He 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Robert Kent is dedicated to providing comprehensive financial advice to individuals and small business owners, with a focus on meeting the unique needs of each client.

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.

Travis Pratt - Ameriprise Financial Services, Inc. is a finance institution located at 201 B Avenue in Lake Oswego, Oregon, United States. With a focus on providing personalized financial planning services, Travis Pratt and his team strive to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Travis Pratt - Ameriprise Financial Services, Inc. is dedicated to providing expert advice and guidance every step of the way. Contact them today to start building a solid financial future.

Edward Jones - Financial Advisor: Linda Ly is a trusted finance institution located at 145 Evergreen Road in Lake Oswego, Oregon. Linda Ly is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or building wealth, Linda Ly is committed to providing expert guidance and exceptional service. With a focus on long-term relationships and individualized attention, clients can trust Edward Jones - Financial Advisor: Linda Ly to help them navigate the complexities of the financial world with confidence.

Jared Buckmaster - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located at 334 3rd Street in Lake Oswego, Oregon, United States. Specializing in providing personalized wealth management services, Jared Buckmaster offers comprehensive financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, clients can trust in the expertise and guidance provided by Jared Buckmaster and his team at Ameriprise Financial Services, LLC.

DH Wealth Management is a premier financial institution located in Lake Oswego, Oregon. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 696 McVey Avenue to learn more about how DH Wealth Management can help you secure a prosperous financial future.

Shawn Thomson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 334 3rd Street in Lake Oswego, Oregon. Specializing in providing personalized wealth management services, Shawn Thomson offers expert financial planning and investment advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Shawn Thomson is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

John Spooner - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 334 3rd Street in Lake Oswego, Oregon, United States. John Spooner and his team specialize in providing personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, they offer comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, John Spooner and Ameriprise Financial Services, LLC are dedicated to helping you secure a bright financial future.

Worldview Wealth Advisors is a premier financial institution located at 5200 Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Worldview Wealth Advisors is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your 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.

Merrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER. At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.

Kale Chalmers - Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road in Lake Oswego, Oregon, is an Ameriprise Platinum Financial Services® Advisor offering complimentary initial consultations for those interested in financial planning. With a focus on helping clients achieve their financial goals, Kale Chalmers provides an overview of financial planning concepts and discusses investment products and services available through Ameriprise Financial Services, LLC. As a registered investment adviser and member of FINRA and SIPC, Kale Chalmers is dedicated to providing personalized financial guidance to residents in states where he is properly registered. Clients can expect a thorough discussion on what is most important to them and can rest assured that Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Services, LLC website to review important disclosures, privacy and security policies, and information on email fraud prevention.

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.

Merrill Lynch Financial Advisor Geoffrey Creighton is a reputable finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. With a strong focus on providing personalized financial advice and guidance, clients can trust Geoffrey Creighton and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Geoffrey Creighton is dedicated to helping you achieve your financial goals.