Wealth optimization in Oregon
24 results found
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Jason Smith at Buckingham Strategic Wealth
● ClosedJason Smith at Buckingham Strategic Wealth is a finance institution located at 202 Oak Street in Hood River, Oregon, United States. The Hood River team is committed to bringing purpose to the financial planning process for individuals and families. With a focus on comprehensive financial needs throughout all stages of clients' careers, they offer personalized wealth planning and evidence-driven investment strategies to create a secure environment for open communication about financial dreams and concerns. As fiduciary advisors, the team at Jason Smith at Buckingham Strategic Wealth specializes in a wide range of wealth management services primarily for households in the Pacific Northwest. Their approach is centered on exploring clients' goals, building evidence-backed financial plans, and collaboratively putting those plans into action. They believe in always doing what is best and right for their clients.
202 Oak St suite 600, Hood River, OR 97031, United States -
Horst & Graben Wealth Management
● ClosedHorst & 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.
3 Centerpointe Dr #410, Lake Oswego, OR 97035, United States -
DH Wealth Management
● ClosedDH 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.
696 McVey Ave #201, Lake Oswego, OR 97034, United States -
Audrey Lehmann, PhD
● OpenAudrey Lehmann, PhD is a reputable doctor located at 300 North Pioneer Street in Ashland, Oregon, United States. Dr. Lehmann specializes in health and wellness, providing expert care and personalized treatment plans for her patients. With a wealth of knowledge and experience, she is dedicated to helping individuals achieve optimal health and well-being. Visit Audrey Lehmann, PhD for comprehensive and compassionate healthcare services.
300 N Pioneer St, Ashland, OR 97520, United States -
Baxter, Kevin, DO
● ClosedBaxter, Kevin, DO is a family medicine physician located at 10 Pier 1, Astoria, Oregon, United States. Dr. Baxter has been practicing in Astoria since 2003, with a focus on providing high-quality medical care to patients. The institution is not accepting patients for chronic pain management, but welcomes individuals seeking treatment for other medical conditions. Dr. Baxter is dedicated to direct patient care and has recently joined the Direct Primary Care (DPC) movement to improve the overall healthcare experience for his patients. Allison Mattila-Gascoigne, a certified nurse practitioner with a Doctor of Nursing Practice degree, is also part of the team at Baxter Family Medicine. She brings a wealth of experience in acute care, emergency medicine, primary care, and neurology to the practice, offering a balanced and varied knowledge base to her patients. Allison is passionate about investigating and finding solutions to medically complex problems, and is excited to work with patients at Baxter Family Medicine.
10 Pier 1 Suite 301, Astoria, OR 97103, United States -
Harris Sliwoski LLP
● ClosedHarris Sliwoski LLP is a legal institution located at 511 Southeast 11th Avenue in Portland, Oregon, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys offers expert counsel to clients in Oregon's dynamic cannabis industry. We also provide guidance on various business and corporate legal matters, including due diligence, contract negotiation, arbitration, litigation, commercial real estate, and intellectual property law. Situated in the vibrant city of Portland, known for its thriving craft beer and coffee cultures, our team of attorneys at Harris Sliwoski LLP is well-versed in Oregon's legal landscape. We offer a wide range of practice areas to assist clients in achieving their legal goals, from business law to intellectual property and real estate.
511 SE 11th Ave #201, Portland, OR 97214, United States -
Naga Praneeth Raja, M.D.
● OpenNaga Praneeth Raja, M.D. is a reputable doctor located at 15700 Southwest Greystone Court in Beaverton, Oregon, United States. Dr. Raja specializes in providing high-quality healthcare services to patients, with a focus on personalized and compassionate care. With a wealth of experience and expertise in the medical field, Dr. Raja is dedicated to helping patients achieve optimal health and well-being. Visit Naga Praneeth Raja, M.D. for all your healthcare needs.
OHSU Knight Cancer Institute, 15700 SW Greystone Ct, Beaverton, OR 97006, United States -
Edward Jones - Financial Advisor: Rian Patrick
● OpenEdward Jones - Financial Advisor: Rian Patrick is a trusted financial institution located at 701 Northeast Division Street in Gresham, Oregon. As a dedicated finance professional, Rian Patrick provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rian Patrick can provide expert advice and guidance. With a commitment to building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rian Patrick is the go-to destination for all your financial needs in the Gresham area.
701 NE Division St, Gresham, OR 97030, United States -
Electronic Injection Services
● ClosedElectronic Injection Services is a renowned car repair institution located at 14960 Southwest Tualatin-Sherwood Road in Sherwood, Oregon, United States. Specializing in performance, repairs, custom-built injectors, and rebuilt transmissions, EIS is a powerhouse in the industry. Established in 2000, EIS initially focused on testing and rebuilding Ford Powerstroke injectors before expanding to become one of the most respected light duty diesel truck repair shops in the Northwest. With over 50 years of combined experience in fuel injection, diesel repair, and diesel performance, EIS is dedicated to providing top-quality service to its customers. From troubleshooting diesel performance and mileage to maintenance and repair, the team at EIS is committed to delivering customized solutions for every customer. Whether you are looking for mild to extreme horsepower upgrades or simply seeking reliability for your diesel truck, EIS has you covered.
14960 SW Tualatin-Sherwood Rd, Sherwood, OR 97140, United States -
Riverplace Periodontics
● ClosedRiverplace Periodontics is a premier dental institution located at 2636 Southeast Harrison Street in Milwaukie, Oregon, United States. As a dedicated team, we prioritize your well-being and strive for excellence in personalized dental care. Our skilled clinicians offer comprehensive treatment planning to achieve optimal dental health and appearance in a warm and welcoming environment. Dr. Tran, with over two decades of experience, specializes in periodontal treatment, soft tissue grafts, and implants, treating each patient with care and precision. Dr. Nguyen, a former Army Health Professional Scholar, brings a wealth of knowledge and expertise to our practice, while Dr. Eldomiaty, with a background in international periodontology and implantology, offers advanced care to our patients.
2636 SE Harrison St A, Milwaukie, OR 97222, United States -
Alexey V. Danilov, M.D., Ph.D.
● ClosedDr. Alexey V. Danilov, M.D., Ph.D. is a renowned physician specializing in health and wellness located at 3161 Southwest Pavilion Loop in Portland, Oregon, United States. With a wealth of knowledge and experience in the medical field, Dr. Danilov provides top-notch care and personalized treatment plans for his patients. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, Dr. Danilov is dedicated to helping you achieve optimal health and well-being. Visit his practice today to experience the highest standard of medical care.
Pavilion, 3161 SW Pavilion Loop 2nd Floor, Portland, OR 97239, United States -
Dr. Petra Kuhfahl, MD
● OpenDr. Petra Kuhfahl, MD is a highly regarded medical institution located at 330 South Garden Way in Eugene, Oregon, United States. Dr. Kuhfahl specializes in providing top-notch healthcare services to her patients, with a focus on personalized care and individualized treatment plans. With a wealth of experience and expertise in the field of medicine, Dr. Kuhfahl is dedicated to helping her patients achieve and maintain optimal health. Whether you are in need of a routine check-up or treatment for a specific health issue, Dr. Petra Kuhfahl, MD is committed to providing compassionate and comprehensive care to all who walk through her doors.
330 S Garden Way, Eugene, OR 97401, United States -
Bo Wang, MD
● ClosedBo Wang, MD is a reputable doctor located in Corvallis, Oregon, United States. Dr. Wang specializes in providing high-quality healthcare services to patients, with a focus on promoting overall health and well-being. Whether you are in need of a routine check-up or treatment for a specific medical condition, Dr. Wang and his team are dedicated to providing personalized care and support to help you achieve optimal health. With a wealth of experience and expertise in the field of medicine, you can trust Dr. Wang to provide compassionate and comprehensive healthcare services to meet your individual needs.
444 NW Elks Drive Aumann Building, Corvallis, OR 97330, United States -
Foster & Associates Inc
● ClosedFoster & Associates Inc is a reputable finance and insurance agency located at 25195 Southwest Parkway Avenue in Wilsonville, Oregon, United States. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Our commitment to providing personalized and comprehensive solutions sets us apart in the industry. Contact us today to learn more about how we can help you achieve your financial goals and protect what matters most to you.
25195 SW Parkway Ave #201, Wilsonville, OR 97070, United States -
Lunaria Financial
● ClosedLunaria Financial is a reputable finance institution located at 7837 Southwest Capitol Highway in Portland, Oregon, United States. With a commitment to providing top-notch financial services to its clients, Lunaria Financial prides itself on its expertise in wealth management, investment strategies, and financial planning. Whether you are looking to grow your savings, plan for retirement, or optimize your investments, Lunaria Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing your financial future.
7837 SW Capitol Hwy, Portland, OR 97219, United States -
BMO Family Office
● ClosedBMO Family Office is a finance institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As a trusted provider of comprehensive wealth management services, BMO Family Office offers tailored financial solutions to high-net-worth individuals and families. With a focus on personalized service and strategic planning, their team of experienced professionals helps clients navigate complex financial landscapes and achieve their long-term goals. Whether it's investment management, estate planning, or tax optimization, BMO Family Office is dedicated to providing customized solutions that align with each client's unique needs and objectives.
4380 S Macadam Ave #400, Portland, OR 97239, United States -
Roehl & Yi Investment Advisors
● ClosedRoehl & Yi Investment Advisors is an independent wealth management firm located in Eugene, Oregon, catering to high-net-worth individuals and qualified retirement plans along the West Coast. Our experienced team offers personalized financial planning and management services, collaborating with clients' attorneys and accountants to create tailored portfolios that align with their goals. Our WealthInsights program provides a comprehensive approach to estate planning, tax strategies, risk management, and asset protection. Stay informed with our MoneyMatters Market Updates and Money Manager Video Series, offering expert perspectives on economic trends and market developments.
450 Country Club Rd #200, Eugene, OR 97401, United States -
Rogue Advisors
● ClosedRogue Advisors, located at 1246 Northeast 7th Street in Grants Pass, Oregon, is a finance institution that offers fully transparent, fee-only fiduciary services with no commissions or quotas. Their goal is to help clients reach their financial goals through comprehensive financial planning and investment management. The institution strives to simplify the financial planning and investing process, providing peace of mind through data-backed advice and personalized asset allocation based on individual risk tolerance and goals. Rogue Advisors is a uniquely designed financial advisor firm near the famous Rogue River in Grants Pass. They emphasize understanding clients' goals and values to provide tailored financial methods and personal assistance. The institution's mission is to help clients maximize their financial potential and achieve generational wealth with expert guidance and optimized investment strategies.
1246 NE 7th St STE B, Grants Pass, OR 97526, United States -
Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLevi Deshaw is a Financial Advisor at Ameriprise Financial Services, LLC located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. Levi 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®. Levi specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Levi is dedicated to upholding the highest standards of ethics and expertise in the field of finance, ensuring that clients receive tailored and strategic financial advice to meet their unique needs and goals. Contact Levi Deshaw today for expert financial guidance and planning.
6650 SW Redwood Ln Ste 160, Portland, OR 97224, United States -
Pave Advisory Team - Ameriprise Financial Services, LLC
● ClosedPave 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.
600 NW Naito Pkwy D, Portland, OR 97209, United States -
Stephen W. Peirce, PHD
● OpenStephen W. Peirce, PHD is a renowned doctor specializing in health located at 6745 Southwest Hampton Street in Tigard, Oregon, United States. With a wealth of experience and expertise in the field, Dr. Peirce offers top-notch medical care and personalized treatment plans to his patients. Whether you are in need of a general check-up or seeking treatment for a specific health issue, Dr. Peirce is dedicated to providing compassionate and comprehensive care to help you achieve optimal health and well-being. Contact Stephen W. Peirce, PHD today to schedule an appointment and take the first step towards a healthier tomorrow.
6745 SW Hampton St #200, Tigard, OR 97223, United States -
Griffin Tax and Investment Services
● OpenGriffin 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.
5200 Meadows Rd, Lake Oswego, OR 97035, United States -
Jeni Johnstone, Ph.D.
● ClosedDr. Jeni Johnstone, Ph.D. is a renowned doctor specializing in health and wellness, located at 700 Southwest Campus Drive in Portland, Oregon, United States. With a wealth of knowledge and experience in the field, Dr. Johnstone offers personalized care and treatment plans to help patients achieve optimal health. Whether you are seeking preventative care, treatment for a specific condition, or simply looking to improve your overall well-being, Dr. Johnstone is dedicated to providing compassionate and comprehensive care to all her patients. Visit her practice today to start your journey towards a healthier and happier life.
OHSU Doernbecher Children's Hospital 7th Floor, 700 SW Campus Dr, Portland, OR 97239, United States -
Paula J. Spencer, DO
● ClosedPaula J. Spencer, DO is a doctor specializing in Family Medicine located at 4999 Skyline Road South, Salem, Oregon, United States. Dr. Spencer has a passion for helping patients establish healthy lifestyles for disease prevention, and she sees patients of all ages, from newborns to the elderly. With over 30 years of experience in the medical field, Dr. Spencer has a wealth of knowledge and expertise to offer her patients. Originally from Michigan, Dr. Spencer moved to Oregon at a young age and has since made the state her home. After completing her medical education and residency, she spent seventeen years practicing in Portland before relocating to the Mid-Willamette Valley. Dr. Spencer is now a charter Physician at Praxis' new Salem Medical Clinic, where she continues to provide high-quality care to her patients.
4999 Skyline Rd S, Salem, OR 97306, United States
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