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TOP 30 Personal wellness advisor in Portland, OR
21 results found
Search for local businesses, places and services near you
Edward Jones - Financial Advisor: Goldie T West
Edward Jones - Financial Advisor: Goldie T West is a well-respected financial institution located at 12923 Northwest Cornell Road in Portland, Oregon. As a trusted financial advisor, Goldie T West provides personalized financial planning services 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 helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Goldie T West and the team at Edward Jones are here to provide expert guidance and support every step of the way.
CLS Financial Advisors
CLS Financial Advisors is a finance institution located at 9700 Southwest Capitol Highway in Portland, Oregon, United States. Specializing in investments, tax planning, and retirement planning, we offer holistic and proactive financial advice to help grow your wealth and support your financial well-being. As fee-only financial advisors, we prioritize your goals and collaborate with you to reach them. Our technical expertise and hands-on approach make managing your money and investments easier. Whether you're planning your next big life adventure or aiming to reach your financial goals, we are here every step of the way. Trust in us as fiduciaries to always put your interests first. Let us help you make your dreams a reality with our personalized financial and investment planning services in beautiful Portland, Oregon.
Merrill Lynch Financial Advisor Thomas W Elrod
Merrill Lynch Financial Advisor Thomas W Elrod, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers insights, observations, and ideas to help clients achieve their financial goals. With a focus on treating clients like family, Tommy Elrod brings warmth, attentiveness, and commitment to each relationship. As a Senior Financial Advisor with the Hall Group at Merrill, Tommy helps clients from diverse backgrounds and life stages create cohesive financial frameworks to achieve their dreams. With a Bachelor's degree from Sacramento State and the Accredited Wealth Management Advisor designation, Tommy has particular expertise in wealth strategy. Outside of work, Tommy enjoys spending time with his wife and four daughters, as well as leading the men's ministry at his local church. The team at Merrill Lynch Wealth Management focuses on helping clients integrate multiple aspects of their wealth into a cohesive whole, tailored to their individual goals and priorities. By staying connected with clients and revisiting their financial approach regularly, the team helps clients adapt to changes in their lives and the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors like Thomas Elrod are dedicated to helping clients achieve their financial goals.
Bridgetown Legacy Advisors - Ameriprise Financial Services, LLC
Bridgetown Legacy Advisors - Ameriprise Financial Services, LLC is a finance institution located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes the importance of financial wellness for the whole family, crafting personalized financial strategies for each generation. They provide multi-generational financial planning experiences and empower family members to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. Clients can access their investments and accounts from any device and track their progress towards their goals securely. The institution also offers resources on financial literacy and important disclosures for users of their website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Merrill Lynch Financial Advisor Brendan Price
Merrill Lynch Financial Advisor Brendan Price, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a Vice President with over 15 years of experience in the financial services industry. Brendan assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. He specializes in helping clients navigate important financial transitions such as retirement, inheritance, or the sale of a business. Brendan also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. At Merrill Lynch Wealth Management, Brendan focuses on building strong client relationships based on trust and personalized service. He works with a team of talented individuals to develop personalized plans centered on clients' goals and priorities. By listening carefully to clients' needs and aspirations, Brendan helps design and implement financial plans to help them pursue their financial goals while managing investment risk.
Merrill Lynch Private Wealth Advisor Drew Pinson
Merrill Lynch Private Wealth Advisor Drew Pinson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a leading finance institution dedicated to providing expert analysis and industry-leading research to help clients stay ahead in their financial goals. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals offering seasoned advice and insight to clients undergoing major financial and life transitions. With a focus on building relationships based on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet the specialized needs of their clients. Recognized by Forbes for their exemplary client service, the team at Robertson Terrill Gypmantasiri Gunnari & Associates is committed to helping clients achieve their goals through a goals-based wealth management approach. With over $1.7 billion in assets under management, the team works with individuals, families, business owners, and executives, providing services typically reserved for the world's largest institutions.
Planning Investment & Insurance LLC
Planning Investment & Insurance LLC is a finance institution located in Portland, Oregon. Our team of experienced professionals is dedicated to helping clients plan for their financial future through strategic investments and comprehensive insurance solutions. Whether you are looking to grow your wealth, protect your assets, or secure your family's financial well-being, we are here to provide personalized guidance and support. Visit us at 8821 Northwest Skyline Boulevard to learn more about how we can help you achieve your financial goals.
Cathy Kemnitz Consulting
Cathy Kemnitz Consulting, located in Portland, Oregon, offers customized financial services to businesses of all sizes and industries. With a focus on sustainable growth, Cathy works closely with clients to solve financial problems and plan for the future. As a Fractional CFO, Cathy provides flexible and personalized solutions to help businesses thrive and succeed. With over three decades of experience in accounting and finance, Cathy brings a wealth of knowledge and expertise to her clients. By understanding the unique needs and goals of each business, Cathy helps implement changes and improvements to support long-term success. Whether you're a start-up or a mature company, Cathy Kemnitz Consulting is dedicated to helping you achieve your financial goals and build a strong foundation for growth. Dream big, build early, grow fast, and sleep well with Cathy Kemnitz Consulting.
Cordant Wealth Partners
Cordant Wealth Partners is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a focus on transparency, integrity, and client satisfaction, Cordant Wealth Partners is committed to providing top-notch financial guidance to our clients. Visit us at 1211 Southwest 5th Avenue to learn more about how we can help you secure your financial future.
H&R Block
H&R Block is a renowned accounting and finance institution located at 4117 Southeast Hawthorne Boulevard in Portland, Oregon, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or financial consulting, H&R Block is committed to delivering personalized solutions tailored to your specific needs. Visit their office today to experience the expertise and professionalism that sets them apart in the industry.
AVI Services, Inc.
AVI Services, Inc. is a well-established institution located in Portland, Oregon, specializing in accounting, finance, and real estate services. With a prime location at 12709 Southeast Division Street, AVI Services, Inc. offers expert advice and assistance in a wide range of financial matters. Whether you're looking for help with taxes, investments, or property management, the professional team at AVI Services, Inc. is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy, reliable, and experienced, AVI Services, Inc. is your go-to institution for all your financial needs in the Portland area.
H&R Block
H&R Block is a well-known accounting and finance institution located at 3858 Southeast 82nd Avenue in Portland, Oregon, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been a trusted name in the industry for many years. Whether you need assistance with filing your taxes or managing your finances, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their location in Portland for personalized assistance and expert guidance.
Johnny Walker - State Farm Insurance Agent
Johnny Walker - State Farm Insurance Agent is an insurance agency located at 15 82nd Drive in Gladstone, Oregon, United States. Situated across from the Gladstone DMV in the Clackamas River Plaza, we have been proudly serving the Gladstone and greater Portland area since 2015. If you're looking for ways to celebrate your pet's Gotcha Day, we have some ideas to help you commemorate your furry friend's adoptiversary. We also offer information on common medical conditions that certain breeds of pets may be prone to.
Brian Lamson - COUNTRY Financial Agent
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.
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.
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.
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.
Pave Advisory Team - Ameriprise Financial Services, LLC
Pave Advisory Team - Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to get started. They offer seminars on various financial topics and are named one of the Most Trusted Wealth Management Companies. Ameriprise Financial advisors are registered in certain U.S. states. The institution emphasizes one-to-one financial advice and exceptional client service. They cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the team will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Watershed Wealth Planning LLC
Watershed Wealth Planning LLC, located in Portland, Oregon, is a finance institution dedicated to helping clients design a path to True Wealth. Owned and operated by Tyler R. Elliott, JD, MA, CFP®, a CERTIFIED FINANCIAL PLANNING™ Professional and former attorney, Watershed Wealth Planning is a member of NAPFA and operates as a fiduciary to its clients. True Wealth Planning at Watershed Wealth Planning is a holistic process that prioritizes the financial well-being and life satisfaction of clients. By clarifying values, priorities, circumstances, and aspirations, clients are guided in defining and designing their unique version of the "rich life." This approach focuses on habits and attitudes that support financial and life goals, as well as successful life transitions.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 3300 Portland Road in Newberg, Oregon, United States. Our Tax Pros are dedicated to helping you maximize your refund, even though our tax advance loans are no longer available this year. Whether you prefer in-person or drop-off tax preparation, our team is here to assist you every step of the way. We offer appointments for personalized service, as well as walk-in options for your convenience. Our Tax Pros are fluent in both English and Spanish, ensuring that all clients receive top-notch service. Trust Jackson Hewitt Tax Service with your taxes this year - because when every dollar matters, it matters who does your taxes™.
Cross Financial
Cross Financial is an accounting and finance institution located at 65 Southwest Yamhill Street in Portland, Oregon, United States. Our services are designed to empower our clients with full financial well-being, driven by strong ethics and values. We take the time to truly understand our clients' goals, dreams, and passions before addressing their business needs. Our team of professionals is dedicated to providing personalized and caring service to help our clients achieve their financial objectives. Additionally, we have a second location at 16100 NW Cornell Rd, Suite 240 in Beaverton, Oregon. Please note that our registered representatives are associated with LPL Financial and may only conduct business with residents of certain states where they are properly registered or licensed. Cross Financial is committed to providing comprehensive financial solutions to help our clients succeed.
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