TOP 10 Best Senior financial resources in Portland, Oregon
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Resource Financial Planning, Inc.
Resource Financial Planning, Inc. is a finance institution located at 10300 Southwest Greenburg Road in Portland, Oregon. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for the future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Heather Hanselman, Bankers Life Agent and Bankers Life Securities Financial Representative
Heather Hanselman is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative, located at 5933 Northeast Win Sivers Drive in Portland, Oregon, United States. As an insurance agency, Heather Hanselman is committed to providing personalized and comprehensive insurance solutions to meet the individual needs of each client. With a focus on financial planning and security, Heather Hanselman is a trusted resource for those looking to protect their assets and plan for the future. Contact Heather Hanselman today to learn more about the insurance and financial services they offer.
Edward Jones - Financial Advisor: Joe Gledhill
Edward Jones - Financial Advisor: Joe Gledhill is a trusted financial institution located at 15220 Northwest Laidlaw Road in Portland, Oregon. With a focus on personalized service and tailored financial solutions, Joe Gledhill and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones - Financial Advisor: Joe Gledhill is committed to providing expert guidance and support every step of the way. Visit their office today to start building a secure financial future.
Linfield College Financial Aid
Linfield College Financial Aid is a dedicated institution located at 900 Southeast Baker Street in McMinnville, Oregon, United States. As a finance institution, they offer a range of financial aid services to support students in pursuing their education. The team at Linfield College Financial Aid includes Keri Burke, Director of Financial Aid, Gina Regalado, Associate Director of Financial Aid, IT Systems, Flora Maciel Garibay, Senior Assistant Director of Financial Aid, Rachael Kloke, Assistant Director of Financial Aid, Compliance, and Isamar Chavez, Senior Financial Aid Counselor. With multiple campuses in McMinnville, Portland, and online, students have access to resources and support wherever they are located. Whether pursuing an online degree or studying on campus, Linfield College Financial Aid is committed to helping students achieve their educational goals.
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.
NW Preferred Federal Credit Union
NW Preferred Federal Credit Union is a trusted financial institution located at 8950 Southwest Burnham Street in Portland, Oregon. As a credit union, we provide a wide range of financial services including ATM access for our members. Our goal is to help individuals and families achieve their financial goals by offering competitive rates and personalized service. Visit us today to learn more about how we can help you with your financial needs.
Department of Community
The Department of Community is a health institution located at 1033 Southeast 16th Avenue in Portland, Oregon. Our mission is to promote the well-being of individuals and families in the community through accessible and comprehensive healthcare services. We offer a range of programs and resources to support physical, mental, and emotional health, as well as social services and community outreach initiatives. Our dedicated team of healthcare professionals is committed to providing high-quality care and support to all members of the community. Visit us today to learn more about how we can help you achieve optimal health and wellness.
VALIC
VALIC is an insurance agency located at 1800 Southwest 1st Avenue in Portland, Oregon, United States. With a commitment to helping individuals protect their financial future, VALIC offers a range of insurance products and services to meet the needs of their clients. Whether you are looking for life insurance, disability insurance, or retirement planning services, VALIC has the expertise and resources to assist you in making informed decisions about your insurance needs. Trust VALIC to provide you with the peace of mind and security you deserve.
Brittany Hall, Bankers Life Agent
Brittany Hall, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon. As a representative of Bankers Life, they specialize in providing insurance products and services to meet the needs of individuals and families. With a focus on personalized service and attention to detail, Brittany Hall is dedicated to helping clients protect their financial future and achieve peace of mind. Contact them today to learn more about their insurance offerings and how they can assist you in securing the coverage you need.
Perla Garcia, Bankers Life Agent
Perla Garcia, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon, United States. Perla Garcia is a knowledgeable and experienced agent who specializes in providing insurance products and services through Bankers Life. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, Perla Garcia can help you find the right coverage to meet your needs. With a focus on personalized service and a commitment to helping clients protect their financial futures, Perla Garcia, Bankers Life Agent is a trusted resource for insurance solutions in the Portland area. Contact them today to learn more about their offerings and how they can assist you in achieving your financial goals.
Nicole Ciani, Bankers Life Agent
Nicole Ciani, Bankers Life Agent is an insurance agency located at 6135 Northeast 80th Avenue in Portland, Oregon, United States. Our agents offer 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 service we provide is helping individuals understand the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. We can also assist with exemptions for those who have long-term care insurance by November 1.
Rindfusz Robert
Rindfusz Robert is a reputable institution located in Gresham, Oregon, United States. Specializing in both health and legal services, they offer expert guidance and support to individuals in need. With a team of experienced professionals, Rindfusz Robert is dedicated to providing top-quality care and legal representation to their clients. Whether you require medical assistance or legal advice, this institution is committed to helping you navigate through challenging situations with compassion and expertise.
LTC Consumer
LTC Consumer is a reputable finance and insurance agency located at 10260 Southwest Greenburg Road in Portland, Oregon, United States. Specializing in long-term care insurance, LTC Consumer provides expert advice and personalized solutions to help individuals and families plan for their future healthcare needs. With a commitment to exceptional customer service and a wide range of insurance options, LTC Consumer is dedicated to helping clients protect their financial well-being and peace of mind.
Joseph Schweigert, Bankers Life Agent
Joseph Schweigert, Bankers Life Agent 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. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it is crucial to be prepared and have discussions with your loved ones. Visit us at 6135 Northeast 80th Avenue to start planning for your future today.
Joshua Mowrey, Bankers Life Agent
Joshua Mowrey, Bankers Life Agent is an insurance agency located at 6135 Northeast 80th Avenue in Portland, Oregon, United States. Specializing in providing insurance solutions for individuals and families, Joshua Mowrey offers a range of products and services to meet the unique needs of each client. With a commitment to personalized service and a dedication to helping clients protect their financial future, Joshua Mowrey, Bankers Life Agent is a trusted partner in navigating the complexities of insurance. Contact them today to learn more about their offerings and how they can help you secure peace of mind.
Anatoliy Rusnak, Bankers Life Agent
Anatoliy Rusnak, Bankers Life Agent is an insurance agency located at 5933 Northeast Win Sivers Drive in Portland, Oregon. As a representative of Bankers Life, Anatoliy Rusnak offers a range of insurance products and services to help individuals and families protect their financial well-being. With a focus on personalized service and expert advice, Anatoliy Rusnak is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Anatoliy Rusnak, Bankers Life Agent is committed to providing exceptional service and support. Contact them today to learn more about how they can help you secure your financial future.
Chance McCloud, Bankers Life Agent
Chance McCloud, Bankers Life Agent in Portland, Oregon, is your go-to insurance agency for all your insurance needs. Our experienced agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. When it comes to Medicare, we can help you navigate through the various Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. Some plans even offer premiums as low as $0 per month.
Frederick Nazario - TIAA Wealth Management Advisor
Frederick Nazario - TIAA Wealth Management Advisor is a reputable financial institution located at 9900 Southwest Greenburg Road in Portland, Oregon, United States. As a trusted advisor, Frederick Nazario provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, this institution is dedicated to helping clients secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Frederick Nazario - TIAA Wealth Management Advisor is committed to providing expert guidance and support every step of the way.
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