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TOP 30 Personal wellness advisor in Oregon City, OR
110 results found
Search for local businesses, places and services near you
K Insurance Group
K Insurance Group is a leading health insurance agency located at 1327 Monmouth Street in Independence, Oregon, United States. We specialize in providing comprehensive insurance solutions to meet the diverse needs of our clients. Our experienced team is dedicated to helping individuals and families find the right coverage to protect their health and financial well-being. From individual health plans to group insurance options, we offer a wide range of policies to suit every budget and lifestyle. Trust K Insurance Group to navigate the complex world of health insurance and secure the coverage you need. Contact us today to learn more about our services and how we can help you.
Quality Health Benefits
Quality Health Benefits is a leading insurance agency located at 1110 18th Street in Springfield, Oregon, United States. We specialize in providing top-notch health insurance solutions to individuals and families, ensuring that they have access to the best healthcare options available. Our experienced team of professionals is dedicated to helping our clients find the right coverage that meets their specific needs and budget. With a commitment to excellence and customer satisfaction, Quality Health Benefits is your trusted partner in securing quality health insurance.
Josh Gourley State Farm
Josh Gourley State Farm is a reputable health and insurance agency located at 1980 Echo Hollow Road in Eugene, Oregon, United States. With a focus on safeguarding the financial well-being of loved ones, the institution offers a range of insurance options, including life insurance, to ensure stability for the future. The experienced team, led by Josh Gourley who holds the distinguished R.I.C.P designation, has been serving State Farm customers with integrity since 1997. With a strong academic background in Applied Finance and Economics, the team provides comprehensive insurance services throughout various locations in Oregon and Washington. In addition to life insurance, the institution offers fast quotes for car and renters insurance, retirement planning, and complimentary quotes for health and homeowners insurance. The dedicated team, including Brenda, a seasoned professional with a passion for helping clients navigate life insurance complexities, ensures that customers receive prompt and reliable service tailored to their unique needs. The institution is a proud member of the Eugene Chamber of Commerce and is committed to helping customers achieve their financial goals.
Bill Sunderland - COUNTRY Financial Representative
Bill Sunderland - COUNTRY Financial Representative is a trusted finance and insurance agency located at 19824 Southwest 72nd Avenue in Tualatin, Oregon. As a representative of COUNTRY Financial, Bill Sunderland 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, Bill Sunderland is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Bill Sunderland - COUNTRY Financial Representative today to learn more about the services and products available to you.
Bryce Britton - COUNTRY Financial Representative
Bryce Britton - COUNTRY Financial Representative is a finance and insurance agency located at 11290 Southwest Center Street in Beaverton, Oregon. As a representative of COUNTRY Financial, Bryce Britton offers a range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a focus on personalized service and tailored solutions, Bryce Britton is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Bryce Britton today to learn more about how he can assist you with your financial and insurance needs.
Bryce Jackson - COUNTRY Financial Representative
Bryce Jackson - COUNTRY Financial Representative is a finance and insurance agency located at 8800 Southeast Sunnyside Road in Clackamas, Oregon. As a representative of COUNTRY Financial, Bryce Jackson provides a wide range of financial services and insurance products to help individuals and families plan for their future and protect their assets. With a commitment to personalized service and expert financial advice, Bryce Jackson is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Bryce Jackson today to learn more about the services offered and how they can help you plan for a secure financial future.
Holly Kilgore - COUNTRY Financial Agent
Holly Kilgore - COUNTRY Financial Agent is a trusted finance and insurance agency located at 21590 Willamette Drive in West Linn, Oregon, United States. As a COUNTRY Financial Agent, Holly Kilgore 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, Holly Kilgore is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Holly Kilgore - COUNTRY Financial Agent today to learn more about their services and how they can help you plan for a secure financial future.
Darin Maddy - COUNTRY Financial Representative
Darin Maddy - COUNTRY Financial Representative is a trusted finance and insurance agency located at 616 Northeast Baker Street in McMinnville, Oregon. As a representative of COUNTRY Financial, Darin Maddy offers a range of financial services and insurance products to help individuals and families plan for their future and protect what matters most to them. With a commitment to personalized service and tailored solutions, Darin Maddy is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Darin Maddy today to learn more about how he can help you with your financial and insurance needs.
New York Life Insurance
New York Life Insurance is a renowned finance and insurance agency located at 10260 Southwest Greenburg Road in Portland, Oregon. With a strong reputation for providing reliable and comprehensive insurance coverage, New York Life Insurance is dedicated to protecting the financial well-being of individuals and families. Their experienced agents offer personalized service and tailored insurance solutions to meet the unique needs of each client. Trust New York Life Insurance to safeguard your future and provide peace of mind.
TLC, a Division of Fibre Federal Credit Union
TLC, a Division of Fibre Federal Credit Union, located at 2315 North Roosevelt Drive in Seaside, Oregon, is a trusted institution offering ATM and finance services. Whether you need to apply for a new loan or check your application status, TLC is here to help. Don't miss out on the opportunity to earn 4.25% APY on your checking account with Choice Checking, potentially putting an extra $836 or more in your pocket. As a credit union, we operate like a family, prioritizing the well-being of our members and communities. Join the Fibre Family for great rates, convenient services, and a commitment to investing in the local economy. Stay updated on news and community events, such as our recent Annual Meeting and upcoming Shred Day event. We also offer online presentations on personal finance topics and sponsor local cultural events like the Rainy Months Series at the Columbia Theatre. At TLC, we believe in making a positive impact in our communities and shaping a better future for all. Please note that while we strive to ensure the security and privacy of all external links, leaving our website does not constitute an endorsement by Fibre Federal Credit Union and TLC.
US Bank Mortgage
US Bank Mortgage is a reputable financial institution located at 546 Laneda Avenue in the charming coastal town of Manzanita, Oregon. As a branch of the well-known US Bank, they specialize in providing mortgage services to individuals and families looking to purchase or refinance a home. With a team of experienced professionals, US Bank Mortgage offers personalized guidance and competitive rates to help clients achieve their homeownership goals. Whether you are a first-time homebuyer or a seasoned investor, US Bank Mortgage is dedicated to helping you navigate the mortgage process with ease and confidence.
Jessie Carlson - State Farm Insurance Agent
Jessie 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.
Finley Davis Financial Group
Located at 2911 Tennyson Avenue in Eugene, Oregon, the Finley Davis Financial Group is a finance and insurance agency with a unique approach to financial planning. Unlike traditional firms, our financial planners are dedicated to understanding your goals and aspirations, not just your money. We believe in creating personalized plans tailored to your individual needs, drawing upon a wide range of solutions to ensure financial success. Our independent structure allows us the flexibility to offer services and strategies that are truly one-of-a-kind, designed specifically for you. Whether you're planning for retirement, saving for your grandchild's education, or dreaming of buying a second home, our team will work with you every step of the way to achieve your goals.
Emerald Empire Federal Credit Union
Emerald Empire Federal Credit Union is a financial institution located at 850 Beltline Road in Springfield, Oregon, United States. They offer ATM services and various financial products. The institution recently updated their online banking site on February 13th, offering a new look and features for their customers to enjoy. They are also currently offering a $50 cash back promotion for those who finance a loan with them, as well as incentives for refinancing vehicle loans from other financial institutions. Additionally, they are promoting their Certificate of Deposit savings options and reminding customers to fill out their FASFA/ORSAA applications for the upcoming school year. The Emerald Empire FCU is committed to accessibility and offers assistance for those using screen readers or other auxiliary aids. Contact them at 541-988-9059 for more information.
The Law Office of Jonathan D. Mishkin, P.C.
The Law Office of Jonathan D. Mishkin, P.C. is a trusted institution located at 24700 Southwest Valley View Road in West Linn, Oregon, United States. Specializing in accounting, finance, and legal services, we are dedicated to helping individuals and small businesses with tax, business, and estate planning matters. Our experienced team offers assistance with federal and state tax debt, tax planning, estate planning, and business advisory services. With a focus on tax controversy defense, we provide representation from audit to tax court, as well as assistance with settlement offers for tax debt. Our team also helps individuals with estate planning, utilizing various tools such as wills, trusts, and other devices to transfer assets in a tax-advantaged manner. We offer personalized services tailored to each client's unique needs, ensuring a successful path to resolution.
James R. Martin PC
James R. Martin PC is a well-established law firm located at 243 W Commercial Avenue in Coos Bay, Oregon. Specializing in a range of legal services, including personal injury, criminal defense, and family law, the experienced team at James R. Martin PC is dedicated to providing top-notch representation for their clients. With a strong track record of successful cases and a commitment to personalized attention, this firm is known for their professionalism and expertise in the legal field. Whether you are in need of legal advice or representation, James R. Martin PC is here to help.
Randall Barkhurst - Prudential Financial
Randall Barkhurst - Prudential Financial is a well-established finance and insurance agency located at 8215 Southwest Tualatin-Sherwood Road in Tualatin, Oregon, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Randall Barkhurst - Prudential Financial is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
Mike Gates - State Farm Insurance Agent
Mike Gates - State Farm Insurance Agent is located at 1471 Burns Street in West Linn, Oregon, United States. As an insurance agency, we offer a range of services to help you protect your assets and loved ones. Whether you are looking to insure your home, car, or life, we can help you find the right coverage for your needs. We also provide valuable information on topics such as home renovations, auto maintenance, and college student insurance. Our goal is to help you make informed decisions about your insurance needs and financial well-being.
Maryam Hadiashar
Maryam Hadiashar is a renowned health institution located at 7650 Southwest Beveland Street in Portland, Oregon. Specializing in providing top-quality medical care, Dr. Maryam Hadiashar and her team offer a wide range of services to patients in need. With a focus on personalized care and cutting-edge technology, this institution is dedicated to improving the health and well-being of all individuals who walk through its doors. Whether you are in need of routine check-ups, specialized treatment, or preventive care, Maryam Hadiashar is committed to providing the highest standard of care for all patients.
BRENT MATTHEW MCLEOD
Brent Matthew McLeod is a renowned physiotherapy institution located at 4950 Northeast Belknap Court in Hillsboro, Oregon, United States. Specializing in health and rehabilitation services, Brent Matthew McLeod offers top-notch physiotherapy treatments to help patients recover from injuries, manage chronic pain, and improve overall physical well-being. With a team of experienced and dedicated professionals, the institution is committed to providing personalized care and tailored treatment plans to meet the unique needs of each individual. Whether you are recovering from a sports injury or seeking relief from a health condition, Brent Matthew McLeod is the trusted choice for exceptional physiotherapy services in the Hillsboro area.
Vista Capital Partners
Vista Capital Partners is a finance institution located at 9755 Southwest Barnes Road in Portland, Oregon, United States. We believe that a well-constructed financial plan is the best investment you can make, and our disciplined, long-term approach is designed to protect and grow your wealth at every stage of life. As your goals evolve, from saving for college to planning for retirement, our team is here to help you live life fully. We value evidence over ego and long-term happiness over short-term hype, and our blog is a resource for unbiased answers to your financial questions. Visit us at Suite 595 in Portland to get started on your financial journey with Vista Capital Partners.
Matthew Witten, CFP
Matthew Witten, CFP is a finance and insurance agency located at 5885 Meadows Road in Lake Oswego, Oregon. Our dedicated team is committed to making a positive impact on the Lake Oswego community and surrounding areas through active participation in local events, exceptional service, and personalized financial strategies for each client. We offer securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC, a member of SIPC. Our supervisory address is 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035 and can be reached at (503) 221-1211. Lake Oswego Wealth Strategies is not affiliated with MML Investors Services, LLC, or its affiliated companies. We are licensed to sell insurance in multiple states and securities in various states as well. Contact us today to start planning for your financial future.
Financial Freedom Wealth Management Group
Financial Freedom Wealth Management Group is a premier finance institution located at 975 Oak Street in Eugene, Oregon, United States. Our dedicated team of financial experts is committed to helping our clients achieve their financial goals and secure their long-term financial well-being. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth preservation strategies. With our personalized approach and comprehensive financial solutions, we strive to empower our clients to achieve true financial freedom. Trust Financial Freedom Wealth Management Group to guide you towards a secure and prosperous financial future.
O'Connell Pension Consulting, Inc.
O'Connell Pension Consulting, Inc. is a finance institution located at 1075 Washington Street in Eugene, Oregon, United States. The firm offers a client portal for easy access to submit files and collections, as well as recordkeeping access for Participants, Sponsors, and Advisors. Founded by Gwen S. O'Connell, CPC, QPA, ERPA, AIF® with nearly 30 years of experience in pension consulting and plan design, O'Connell Pension Consulting specializes in providing consulting and administration services for various qualified plans including 401(k), profit sharing, defined benefit pension, 403(b), and prevailing wage plans. Located in the heart of the Pacific Northwest, O'Connell Pension Consulting serves clients in all Western states. Visit their office at 4710 Village Plaza Loop, Suite 210, Eugene, OR 97401 for personalized pension solutions.
The Sequoia Group - Morgan Stanley
The Sequoia Group - Morgan Stanley is a well-established finance institution located at 975 Oak Street in Eugene, Oregon, United States. With a strong reputation for providing top-notch financial services, The Sequoia Group - Morgan Stanley offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, personalized service, and a commitment to excellence, The Sequoia Group - Morgan Stanley is a trusted partner for individuals and businesses looking to secure their financial future.
DuPont Financial Group
DuPont 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.
Park Front Wealth - Ameriprise Financial Services, LLC
Park Front Wealth - Ameriprise Financial Services, LLC is a finance institution located at 235 Front Street Southeast in Salem, Oregon, United States. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. Our experienced advisors provide personalized investment recommendations based on your goals and risk tolerance. We track your progress, adjust your approach as needed, and help you stay on track towards your financial goals. You can easily access your investments and accounts from any device and securely share information with us. Schedule a complimentary initial consultation to learn how we can assist you. Our advisors are registered to do business in specific U.S. states, and we cannot guarantee future financial results. We value the opportunity to help your friends and family achieve their financial goals as well. Contact us today to start the conversation about what's most important to you.
Michael A. Blanchard, CPA/CFP
Michael A. Blanchard, CPA/CFP is a well-established accounting and finance institution located at 2035 Madrona Avenue Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Michael A. Blanchard, CPA/CFP is dedicated to helping you achieve your financial goals and secure your financial future. Their commitment to excellence and personalized service sets them apart as a trusted partner in navigating the complexities of the financial world.
Integrity Financial Planner
Integrity Financial Planner is a trusted institution located at 703 Chetco Avenue in Brookings, Oregon, United States. As a finance institution, we specialize in providing comprehensive financial planning services with a focus on integrity and transparency. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Integrity Financial Planner is here to guide you every step of the way. Trust us to prioritize your financial well-being and provide honest, reliable advice to help you secure a stable financial future.
oneriver financial
OneRiver 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.
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