Portland, OR Financial Planner

( 48 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

221 NW 21st Ave Portland, OR 97209
So- Gorgi

Went to this location to cash a check and Miss Taylor decided that although Ive cashed multiple checks through them from the same account she needed to do a second authen ... more

( 50 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

1001 SW 5th Ave Portland, OR 97204
Quinn Meihoff

Eduardo has been super helpful!!

( 12 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

6512 SE Milwaukie Ave Portland, OR 97202
CompuSystems Inc

Has not been open in months!!! When are you going to open this branch?????

( 113 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

510 SE 122nd Ave Portland, OR 97233
Jaiden Telford

Worst and slowest service ever provided to me. Good job guys.

( 60 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1200 NE Broadway St , STE 50 Portland, OR 97232
Max Maybrier

ATM has skimmers on it. Just had my bank account drained because I used my card here

( 46 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

9171 SE 82nd Ave Portland, OR 97086
Nika Tant

Rosa has been very helpful to me,even tho I showed up 5 minutes before closing time,she havent dodged me and finished helping me out even tho computer been giving her a h ... more

( 14 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

8601 SW Beaverton Hillsdale Hwy Portland, OR 97225
Katie Austin

I visited this Bank of America location for the first time recently to update my last name after getting married. The staff went above and beyond to get it taken care of ... more

( 83 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

4012 SE 82nd Ave Portland, OR 97266
Fanny Tian

In the March 26thI just tried to do online banking to deposit my check form another bank to bank America..I just made a little mistake with this check..i tried to deposit ... more

( 19 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

12600 NW Cornell Rd Portland, OR 97229
Brandon Smith

Atm is out of service half the time. Hours are 10-4 which makes zero sense whatsoever. Just shut it down already. Geez.

( 23 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

3757 SE Hawthorne Blvd Portland, OR 97214
Mengmeng Liu

No bathroom for customers. They certainly can afford it. I dont know whats the point paying all these fees when you cant even go to the bathroom doing business at the ban ... more

( 47 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

3967 NE Sandy Blvd Portland, OR 97232
Sharon Harrison

Awful customer service, managers discussed personal business out in the open lobby area loudly.

( 75 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

10201 SE Washington St Portland, OR 97216
Janet Kleiman

I had a terrible experience with almost every person I dealt with at this location. As a veteran, I use USAA and needed to pull a large amount of cash. The process is g ... more

( 37 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

5775 NE Martin L King Jr Blvd Portland, OR 97211
Aaron

They open for 3 hours on Saturday. No point in being open if by the time you get there they close. I dont know whos running the branch but they are literally losing money ... more

( 13 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

121 SW Morrison St Portland, OR 97204
Sarah Newsum

Never ever ever get a loan with Bank of America. They have terrible service, offer no options during a global pandemic for deferment even when they currently own your loa ... more

( 36 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

10120 NE Sandy Blvd Portland, OR 97220
Sammy and Monica

Please clean the ATM it is covered in spit! It is January, I am sure I was just exposed to every type of flu. Yuck!

( 28 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

10101 SW Washington Sq Rd Portland, OR 97223
Al

Nice people

( 12 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

6309 SW Capitol Hwy Portland, OR 97239
Johnathan King

TEMPORARILY CLOSE DUE TO COVID-19

( 1 Reviews )
Keri Kristine Twyman - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

Keri Kristine Twyman - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

0110 SW Bancroft St, Ste A Portland, Oregon 97239
Robert McFadden

I appreciate Sue's structured approach to getting my finances in order. Thank you!

( 2 Reviews )
Kari Skedsvold - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Kari Skedsvold - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

975 SE Sandy Blvd Ste 210 Portland, Oregon 97214
Alex Flagg

Always a fan!

( 2 Reviews )
Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

975 SE Sandy Blvd Ste 210 Portland, Oregon 97214
Victoria Chamberlain

We have received responsive balanced service from Judy Rubino. She has become a trusted advisor.

( 1 Reviews )
R Pasha Horiuchi - Financial Advisor, Ameriprise Financial Services, LLC - Closed Logo

R Pasha Horiuchi - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Financial Planner

10260 SW Greenburg Rd, Ste 950 Portland, Oregon 97223
( 1 Reviews )
Buckingham Strategic Wealth Logo

Buckingham Strategic Wealth

Financial Planner

1211 SW 5th Avenue, Suite 1200 Portland, Oregon 97204
( 1 Reviews )
Brandon Jochim - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Brandon Jochim - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

0110 SW Bancroft St, Ste A Portland, Oregon 97239
( 15 Reviews )
Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint Logo

Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint

Financial Planner

Dan Avalon

Always friendly, good customer service

( 0 Reviews )
Sam Manafi - RBC Wealth Management Financial Advisor Logo

Sam Manafi - RBC Wealth Management Financial Advisor

Financial Planner

805 SW Broadway, Suite 1800 Portland, Oregon 97205
( 0 Reviews )
Devlin Carothers - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Devlin Carothers - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

4380 S Macadam Ave, Ste 180 Portland, Oregon 97239
( 1 Reviews )
Bill Terrill - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Bill Terrill - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

7450 SW Beveland St, Ste 100 Portland, Oregon 97223
Jeff Monaghan

Bill is the best. He is patient, kind, and knowledgeable. You can't ask for a better financial planner than Bill and his team.

( 1 Reviews )
Patrick Schmitt - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Patrick Schmitt - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

1000 SW Broadway, Ste 2200 Portland, Oregon 97205
Heather Hansen

Patrick provides excellent financial advising services. Going into COVID-19 I was apprehensive about my financial situation but with Patrick’s advice I was able to grow ... more

( 1 Reviews )
Adina Flynn - Financial Advisor, Ameriprise Financial Services, LLC Logo

Adina Flynn - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1400 NW Irving St, Ste 324 Portland, Oregon 97209
( 4 Reviews )
Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

5550 SW Macadam Ave, Ste 102 Portland, Oregon 97239
Jeff Page

Dan Ruediger and his entire team of advisors are the best financial planners we have ever used. We used to use a different Ameriprise Financial advisor, but he was nothi ... more

( 2 Reviews )
TVZ Wealth Advisors - Ameriprise Financial Services, LLC Logo

TVZ Wealth Advisors - Ameriprise Financial Services, LLC

Financial Planner

10220 SW Greenburg Rd, Ste 120 Portland, Oregon 97223
( 1 Reviews )
Nathan Jones - Thrivent Logo

Nathan Jones - Thrivent

Financial Planner

9397 SW Locust Street, Suite 440 Portland, Oregon 97223
( 2 Reviews )
Wealth Strategy Partners - Ameriprise Financial Services, LLC Logo

Wealth Strategy Partners - Ameriprise Financial Services, LLC

Financial Planner

7450 SW Beveland St, Ste 100 Portland, Oregon 97223
Erikka R.

Such an amazing team! They each take care of you and help you achieve your financial goals.

( 1 Reviews )
Patrick Murphy - RBC Wealth Management Financial Advisor Logo

Patrick Murphy - RBC Wealth Management Financial Advisor

Financial Planner

805 SW Broadway, Suite 1800 Portland, Oregon 97205
Aaron Redhawk

Educated me on how to invest in my son and answered all my questions this place is awesome

( 1 Reviews )
Ron Bright - Financial Advisor, Ameriprise Financial Services, LLC Logo

Ron Bright - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1000 SW Broadway, Ste 2200 Portland, Oregon 97205
Mdbright

Great guy with a lot of experience.

( 1 Reviews )
TruBridge Wealth Advisors an Ameriprise Private Wealth Advisory Practice Logo

TruBridge Wealth Advisors an Ameriprise Private Wealth Advisory Practice

Financial Planner

6500 SW Beaverton Hillsdale Hwy Ste 1 Portland, Oregon 97225
Fredrick Ferguson

Veterans let me tell you, this is the place to go to if you need an honest look on your financial situation. This team will listen to you, recommend solutions, and provi ... more

( 1 Reviews )
Brighton Jones Logo

Brighton Jones

Financial Planner, Investment Service, Estate Planning Attorney

1624 NW Lovejoy St Portland, OR 97209
( 1 Reviews )
Edelman Financial Engines Logo

Edelman Financial Engines

Financial Planner

10500 SW Greenburg Road, Suite 200 Portland, Oregon 97223
Joel

These guys are the real deal. I switched over from Edward Jones in 2018 to Edelman and have been pleased ever since. Laura is very thorough and will answers any questio ... more

( 1 Reviews )
Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC Logo

Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3939 NE Hancock St, Ste 203 Portland, Oregon 97212
stephen slattery

He was excellent. Friendly and professional

( 2 Reviews )
Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC Logo

Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

6650 SW Redwood Ln, Ste 160 Portland, Oregon 97224
( 0 Reviews )
Brian M. Kurland - Branch Manager, Ameriprise Financial Services, LLC Logo

Brian M. Kurland - Branch Manager, Ameriprise Financial Services, LLC

Financial Planner

1000 SW Broadway, Ste 2200 Portland, Oregon 97205
( 94 Reviews )
Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint Logo

Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint

Financial Planner

Monica Curtean-Garland

The Customer Service and follow-ups have been amazing. Grateful to have gotten my car loan through On Point.

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Samuel Whitehorn

Best training in the industry. If you are new to sales, this is the place.

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Samuel Whitehorn

Best training in the industry. If you are new to sales, this is the place.

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Joni Morin

Love working at Bankers Life. Flexible schedule and unlimited earning potential!

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Sydney Hubbard

I am currently employed at the Banker's Life Portland office. If you're wanting to get into the insurance business, I recommend this company because they have an amazing ... more

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Sydney Hubbard

I am currently employed at the Banker's Life Portland office. If you're wanting to get into the insurance business, I recommend this company because they have an amazing ... more

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Samuel Whitehorn

Best training in the industry. If you are new to sales, this is the place.

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Patricia Metcalf

When we had a family emergency and needed to surrender a policy quickly, our reps, Daniel and Bill, failed miserably. Not only did they fail to process the paperwork corr ... more

( 27 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5933 NE Win Sivers Dr # 204 Portland, Oregon 97220
Samuel Whitehorn

Best training in the industry. If you are new to sales, this is the place.

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