Wealth solutions in Oregon
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Edward Jones - Financial Advisor: Rosco Huebner
● ClosedEdward Jones - Financial Advisor: Rosco Huebner is a trusted financial institution located at 945 Southeast Geary Street in Albany, Oregon. Specializing in finance, this institution provides expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Led by experienced advisor Rosco Huebner, clients can expect dedicated and professional service to help them navigate the complexities of investing, retirement planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Edward Jones is committed to providing the guidance and support needed to make informed decisions. Visit their office today to start planning for a brighter financial tomorrow.
945 SE Geary St, Albany, OR 97322, United States -
Merrill Lynch Financial Advisor Samuel L Stender
● ClosedMerrill Lynch Financial Advisor Samuel L Stender is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Registered Senior Wealth Management Client Associate focuses on understanding the client's family, goals, and priorities to create a personalized financial plan. The institution offers various services such as investment insights, banking solutions, and personalized financial approaches to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management are committed to helping clients achieve their goals by getting to know them personally and creating a customized investment approach. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and clients should consult their legal and tax advisors before making any financial decisions.
800 Willamette St Suite 650, Eugene, OR 97401, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 1810 Pioneer Parkway West in Springfield, Oregon, United States. With a strong focus on providing personalized financial solutions, Raymond James offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or wealth management services, the experienced team at Raymond James is dedicated to helping you make informed financial decisions. Trust Raymond James Financial Services to provide expert guidance and support as you navigate the complexities of the financial world.
1810 Pioneer Pkwy W, Springfield, OR 97477, United States -
Stifel
● OpenStifel is a finance institution located at 497 Oakway Road in Eugene, Oregon, United States. With a reputation for excellence in financial services, Stifel offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. From retirement planning to investment strategies, Stifel's team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance. Whether you are a seasoned investor or just starting out, Stifel is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
497 Oakway Rd #280, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor Anthony Vredenburg
● ClosedMerrill Lynch Financial Advisor Anthony Vredenburg is a finance institution located at 1255 Lee Street Southeast, Salem, Oregon, United States. They specialize in managing wealth by creating personalized strategies based on each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer personalized wealth management strategies to help clients pursue their financial goals. By conducting a Merrill Personal Wealth Analysis™, they can build a comprehensive plan centered on the client's aspirations and priorities. Their team of advisors focuses on understanding each client's family, goals, and priorities, adapting their approach as life changes. They use the Investment Personality Assessment to tailor their financial strategies to align with the client's preferences and goals. With a commitment to ongoing communication and review, they help clients stay on track to achieve their financial objectives. Anthony Vredenburg is registered to do business in multiple states and holds certifications from the CFP Board and The American College of Financial Services. They offer a range of services including investment advisory, financial planning, and more. Clients can expect personalized investment strategies and comprehensive financial solutions from Merrill Lynch Wealth Management Advisors.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
D.A. Davidson
● ClosedD.A. Davidson is a reputable finance institution located at 530 Center Street Northeast in Salem, Oregon, United States. With a strong focus on providing personalized financial services, D.A. Davidson offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning services, the experienced professionals at D.A. Davidson are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
530 Center St NE #400, Salem, OR 97301, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 1550 State Street in Salem, Oregon, United States. With a strong commitment to providing personalized financial solutions, Raymond James offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Raymond James Financial Services is here to provide expert guidance and support.
1550 State St, Salem, OR 97301, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 48283 East 1st Street in Oakridge, Oregon, United States. With a reputation for excellence in the financial industry, Raymond James offers a wide range of services including investment advice, wealth management, retirement planning, and more. Their team of experienced financial advisors are 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 assets, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs. Visit their office in Oakridge today to learn more about how they can help you achieve financial success.
48283 E 1st St, Oakridge, OR 97463, United States -
Juli Marstall, Financial Advisor - Eagle Strategies
● OpenJuli Marstall, Financial Advisor at Eagle Strategies, located in Gold Beach, Oregon, offers a range of financial services to help clients meet their needs and goals. Specializing in customized insurance and financial solutions, Juli works closely with clients to develop comprehensive strategies that address current needs and future goals, while also helping to transfer wealth to the next generation. From life insurance to investments, Juli can help clients protect their families, assets, and businesses from life's unexpected events, as well as pursue greater returns and a more secure retirement. With access to the tools and resources of Eagle Strategies, Juli is committed to building successful, long-term relationships with clients and providing guidance and support through life's biggest moments. Whether you're looking to maintain your lifestyle in retirement, protect your family's future, or plan for big expenses, Juli Marstall can help you navigate the complex world of finance and create a plan that works best for you.
29724 Ellensburg Ave, Gold Beach, OR 97444, United States -
Bradford McKeown - Morgan Stanley
● OpenBradford McKeown - Morgan Stanley is a reputable finance institution located at 276 Commercial Avenue in Coos Bay, Oregon, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of services including investment banking, wealth management, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Bradford McKeown - Morgan Stanley is committed to providing personalized solutions tailored to your unique needs. Trustworthy, reliable, and client-focused, this institution is a trusted partner for all your financial needs.
276 Commercial Ave, Coos Bay, OR 97420, United States -
Jon Hanson - Morgan Stanley
● OpenJon Hanson - Morgan Stanley is a respected finance institution located at 276 Commercial Avenue in Coos Bay, Oregon, United States. With a strong reputation for providing top-notch financial services, Jon Hanson - Morgan Stanley offers a wide range of investment options and wealth management solutions for individuals and businesses alike. 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 wealth, plan for retirement, or navigate complex financial decisions, Jon Hanson - Morgan Stanley is there to provide expert guidance and support every step of the way.
276 Commercial Ave, Coos Bay, OR 97420, United States -
John T Nicolaus - Morgan Stanley
● OpenJohn T Nicolaus - Morgan Stanley is a leading financial institution located at 276 Commercial Avenue in Coos Bay, Oregon, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced professionals, John T Nicolaus - Morgan Stanley provides expert advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, this institution is dedicated to providing top-notch financial expertise and exceptional customer service. Visit John T Nicolaus - Morgan Stanley today to start building a secure financial future.
276 Commercial Ave, Coos Bay, OR 97420, United States -
Edward Jones - Financial Advisor: Cassidy Estrada, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Cassidy Estrada, CFP®|AAMS™ is a reputable finance institution located at 2355 Northwest Stewart Parkway in Roseburg, Oregon, United States. With a focus on providing personalized financial advice and services, Cassidy Estrada, a Certified Financial Planner and Accredited Asset Management Specialist, offers expertise in helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Cassidy and the team at Edward Jones are dedicated to providing tailored solutions to meet your unique needs. Visit us today to start planning for a secure financial future.
2355 NW Stewart Pkwy, Roseburg, OR 97471, United States -
D.A. Davidson
● ClosedD.A. Davidson is a finance institution located at 1495 Northwest Garden Valley Boulevard in Roseburg, Oregon, United States. With a strong reputation for providing comprehensive financial services, D.A. Davidson offers investment banking, wealth management, and capital markets expertise to clients in the region. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and strategic advice. Whether you are looking to grow your wealth, plan for retirement, or secure financing for your business, D.A. Davidson is committed to delivering exceptional service and results.
1495 NW Garden Valley Blvd #201, Roseburg, OR 97471, United States -
Orca Investment Management LLC
● ClosedOrca Investment Management LLC is a renowned finance institution located at 2250 Aviation Drive in Roseburg, Oregon, United States. With a team of experienced professionals, Orca Investment Management LLC offers expert financial services and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Orca Investment Management LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust Orca Investment Management LLC to guide you towards a secure financial future.
2250 Aviation Dr #3, Roseburg, OR 97470, United States -
Diversified Investments
● OpenDiversified Investments is a leading financial institution located at 777 Northeast 7th Street in Grants Pass, Oregon, United States. Specializing in a wide range of investment opportunities, our experienced team of professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your wealth through stocks, bonds, mutual funds, or other investment vehicles, Diversified Investments offers personalized solutions to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complex world of finance. Contact us today to learn more about how we can help you secure a prosperous future.
777 NE 7th St #203, Grants Pass, OR 97526, United States -
LPL Financial
● OpenLPL Financial is a finance institution located at 720 Southeast Main Street in Roseburg, Oregon, United States. They offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, LPL Financial provides personalized investment strategies and financial planning solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LPL Financial is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
720 SE Main St, Roseburg, OR 97470, United States -
Merrill Lynch Financial Advisor Kyle Matthew Roaf
● ClosedMerrill Lynch Financial Advisor Kyle Matthew Roaf, located at 6000 Meadows Road, Lake Oswego, Oregon, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Kyle can help you pursue your financial goals through wealth management strategies. As a Merrill advisor, Kyle is dedicated to understanding your priorities and aspirations, providing guidance on investment decisions, retirement planning, education savings, and more. By creating a personalized plan centered on your goals, Kyle aims to help you manage, grow, and preserve your wealth for the future. With a focus on building a strong relationship with each client, Kyle is committed to helping you achieve your financial objectives and navigate changes in the market and in your life. Contact Kyle Roaf today to start working towards your financial goals.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Kyle Rugg
● ClosedMerrill Lynch Financial Advisor Kyle Rugg, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution that prioritizes building strong client relationships based on trust and personalized service. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By listening and understanding each individual's unique situation, the team at Merrill Lynch can help design and implement a personalized financial plan tailored to help clients pursue their financial goals while managing investment risk. The institution offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on each client's goals and aspirations. The team of talented and experienced individuals at Merrill Lynch is supported by the global resources of Merrill, ensuring that clients receive comprehensive financial solutions tailored to their specific needs.
6000 Meadows Rd #103, Lake Oswego, OR 97035, United States -
North Star Resource Group: Justin Berry
● ClosedNorth Star Resource Group: Justin Berry is a finance institution located at 6500 South Macadam Avenue in Portland, Oregon, United States. Led by financial advisor Justin Berry, the institution provides expert financial planning and wealth management services to individuals and businesses. With a focus on personalized strategies and tailored solutions, North Star Resource Group helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, investing for the future, or managing your assets, Justin Berry and his team are dedicated to providing top-notch financial guidance and support.
6500 S Macadam Ave #375, Portland, OR 97239, United States -
Us Trust
● OpenUS Trust is a financial institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As an ATM, bank, and finance institution, we offer a wide range of services to help you achieve your financial goals. From sophisticated business and wealth strategies to philanthropic initiatives, we are here to help transform your world. Our team of professionals provides world-class expertise and personalized plans tailored to your needs. Backed by Bank of America Private Bank, one of the world's most powerful financial institutions, we offer resources and digital access from banking to CIO insights. Whether you are looking to share your wealth with future generations, protect your legacy, or navigate the art world, our customized solutions can help you prepare for what's next.
4380 S Macadam Ave, Portland, OR 97239, United States -
Alliance Capital Partners
● OpenAlliance Capital Partners is a leading finance institution located at 6600 Southwest 92nd Avenue in Portland, Oregon, United States. With a strong track record of success and a commitment to excellence, Alliance Capital Partners offers a wide range of financial services to clients, including investment management, wealth planning, and risk management. Their team of experienced professionals provides personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Alliance Capital Partners is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
6600 SW 92nd Ave Suite 200, Portland, OR 97223, United States -
Merrill Lynch Financial Advisor Geoffrey Creighton
● ClosedMerrill 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.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Floreid Walker, ChFC
● OpenFloreid Walker, ChFC is a reputable finance institution located at 3529 Northeast Broadway in Portland, Oregon. Specializing in comprehensive financial planning and wealth management, the institution is led by certified financial advisor Floreid Walker, who holds the prestigious Chartered Financial Consultant (ChFC) designation. With a focus on providing personalized and tailored financial solutions, Floreid Walker, ChFC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Floreid Walker, ChFC is committed to providing expert guidance and support every step of the way.
3529 NE Broadway #101, Portland, OR 97232, United States -
Merrill Lynch Financial Advisor William J Kiefel
● ClosedMerrill Lynch Financial Advisor William J Kiefel is a reputable finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. With a focus on providing personalized financial advice and services, William J Kiefel offers expertise in investment management, retirement planning, and wealth management. Clients can expect professional guidance and tailored solutions to help them achieve their financial goals.
6000 Meadows Rd #103, Lake Oswego, OR 97035, United States -
Taurus Capital Advisors
● ClosedTaurus Capital Advisors is a leading financial institution located at 16325 Boones Ferry Road in Lake Oswego, Oregon. Specializing in finance, Taurus Capital Advisors offers expert advice and services to help clients achieve their financial goals. With a team of experienced professionals, Taurus Capital Advisors provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Taurus Capital Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
16325 Boones Ferry Rd # 203, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Chelsea Dwyer
● ClosedLynch Wealth Management. Located at 1211 Southwest 5th Avenue in Portland, Oregon, Merrill Lynch Financial Advisor Chelsea Dwyer and the Carrano & Associates team are dedicated to helping high-net-worth individuals, families, and businesses define and pursue their financial goals. With a focus on long-term relationships, personalized strategies, and regular communication, our team of experienced professionals aims to provide comprehensive financial solutions tailored to each client's unique needs. Through a consultative approach, sophisticated execution, and emphasis on client relationships, we strive to deliver favorable results and help our clients achieve financial success on their own terms. As part of Merrill Lynch Wealth Management, we have access to BofA Global Research's industry-leading research and advanced technology to drive portfolio design and performance. Our team is committed to accessibility, responsiveness, and follow-through, ensuring that our clients receive the highest level of service and support. Whether you are seeking assistance with investment management, retirement planning, estate planning, or other financial needs, Carrano & Associates is here to help you navigate your financial journey with confidence and clarity.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
North Shore Capital
● OpenNorth Shore Capital is a leading finance institution located at 430 5th Street in beautiful Lake Oswego, Oregon. With a focus on providing top-notch financial services to individuals and businesses, North Shore Capital is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, our team of experienced professionals is here to help. Trust North Shore Capital to provide you with expert guidance and personalized solutions to secure your financial future.
430 5th St, Lake Oswego, OR 97034, United States -
Spence Partners
● ClosedSpence Partners is a premier finance institution located at 805 Southwest Broadway in Portland, Oregon, United States. With a strong reputation for excellence in financial services, Spence Partners offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provides personalized advice and strategic guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Spence Partners is dedicated to helping you make informed decisions and secure your financial future.
805 SW Broadway Suite 1800, Portland, OR 97205, United States -
Merrill Lynch Financial Advisor Amy J Spurr
● ClosedMerrill Lynch Financial Advisor Amy J Spurr is a reputable finance institution located at 1211 Southwest 5th Avenue, Portland, Oregon, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. With the support of the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The institution offers personalized financial strategies tailored to individual goals and priorities, whether it be retirement planning, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Merrill aims to understand clients' investing preferences and create a customized financial approach to help them pursue their goals. The team at Merrill Lynch Wealth Management has a combined 40 years of experience in finance and law, allowing them to create, implement, and track goal-focused wealth management strategies for their clients. By utilizing the Merrill Personal Wealth Analysis, clients can build a personalized plan centered on their goals and aspirations. The institution is dedicated to helping clients stay on track to achieve what's most important to them, through regular reviews and adjustments to their financial approach. Merrill Lynch Financial Advisor Amy J Spurr is committed to providing personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
1211 SW 5th Ave #2400, Portland, OR 97204, United States
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