Jordan Werner | D.A. Davidson Wealth Management
Financial Planner
2 Centerpointe Dr, #200 Lake Oswego, Oregon 97035An extremely knowledgeable firm. As an Intel employee my advisor has easily saved me 10 times his fees on a yearly basis. As the saying goes, you get what you pay for.
NOW CFO
Business Management Consultant, Auditor, Business Management Consultant
15171 SW, Bangy Rd Lake Oswego, OR 97035
MassMutual Oregon
Financial Planner
5885 Meadows Rd #850 Lake Oswego, Oregon 97035The level of knowledge of the staff and the training quality they provide was my main reason for coming here. Hard to find a better company. Very happy!
Carson Wealth
Financial Planner
4949 Meadows Rd #600 Lake Oswego, Oregon 97035Top of the heap people you can trust with your finances
David Lehman - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Great financial advice. Specializes in retirement, generational wealth, and overall planning on what to do with your money. David is super helpful and a bastion of knowle ... more
Point Forward Wealth Advisors - Ameriprise Financial Services, LLC
Financial Planner
334 3rd St, Ste 360 Lake Oswego, Oregon 97034Bridge City Advisors - Ameriprise Financial Services, LLC
Financial Planner
17040 Pilkington Rd, Ste 212 Lake Oswego, Oregon 97035
Louis Miller - Thrivent
Financial Planner, Financial Consultant
3 Centerpointe Dr Lake Oswego, OR 97035Louis is an awesome financial planner. He listens to your concerns and directs you on the path that is right for you, always watching out for your best interest! Highly r ... more
Human Investing
Financial Planner
5335 Meadows Road, Suite 450 Lake Oswego, OR 97035The team at Human Investing is incredible! Pete has taken the time to understand our personal financial goals and works to help us achieve them wisely and with confidence ... more
WestPac Wealth Partners
Financial Planner
5 Centerpointe Dr, Ste 220 Lake Oswego, Oregon 97035Bryan is an amazing person who provides the highest level of service I have ever experienced, in over 30 years as a CEO. His unique system helps you make sure that the th ... more
Jensen Investment Management, Inc.
Investment Service, Financial Planner, Investment Service
5500 Meadows Rd #200 Lake Oswego, Oregon 97035Northwest Quadrant Wealth Management
Financial Planner
4800 Meadows Rd #300 Lake Oswego, OR 97035Anderson Wealth Management Group - RJ
Financial Planner
4949 Meadows Rd #620 Lake Oswego, OR 97035My point of contact Matt was nothing short of amazing. He greeted us at the door and made us feel right at home. Very knowledgeable and never made us feel uneasy or press ... more
Lucas Flores, Lake Oswego Wealth Strategies
Financial Planner
5885 Meadows Rd #850 Lake Oswego, OR 97035My wife and I secured life insurance policies with Lucas a year ago and just had our review. Lucas was very thorough and very helpful with the whole process and with any ... more
Joshua T Gregory - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Pure Portfolios
Financial Planner, Financial Planner
1 Centerpointe Dr Ste 120 Lake Oswego, OR 97035I was referred to Pure Portfolios by a good friend. Boy was she right! What a find! Toby and Erin have been such a pleasure to work with. Onboarding was effortless. The ... more
United Financial NW
Financial Planner
16577 Boones Ferry Rd, Ste. 200 Lake Oswego, OR 97035Houston Thom - Associate Financial Advisor, Ameriprise Financial Services, LLC - Closed
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035
Hope Wealth Planning
Financial Planner
5200 Meadows Rd #150 Lake Oswego, OR 97035I'd be cautious.
WealthFactor
Investment Service, Financial Consultant, Financial Planner
155 B Ave #100 Lake Oswego, OR 97034Love working with WealthFactor! They are professional, timely, and most important - great people. I highly recommend WealthFactor!!
Lifelong Wealth Management
Financial Planner
5 Centerpointe Dr Lake Oswego, OR 97035I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. Ive stayed with him because he takes a personal, data-based approach to managing my retire ... more
Sean Stansfield - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 SW Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Kevin Kalin - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
425 2nd St, Ste 210 Lake Oswego, Oregon 97034Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
334 3rd St, Ste 360 Lake Oswego, Oregon 97034Christopher Hall - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
17040 Pilkington Rd, Ste 212 Lake Oswego, Oregon 97035Travis Pratt - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
17040 Pilkington Rd, Ste 212 Lake Oswego, Oregon 97035Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
334 3rd St, Ste 360 Lake Oswego, Oregon 97034Kale Chalmers - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 SW Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Eric Ingmire - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
17040 Pilkington Rd, Ste 212 Lake Oswego, Oregon 97035Tyler James - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
334 3rd St, Ste 360 Lake Oswego, Oregon 97034Ronald Lam - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035John Spooner - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
334 3rd St, Ste 360 Lake Oswego, Oregon 97034Travis Wesley - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Paul Passaretti - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
334 3rd St, Ste 360 Lake Oswego, Oregon 97034Joseph Williams - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Wealthbridge Advisors - Ameriprise Financial Services, LLC
Financial Planner
5000 Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Chalmers, Stansfield & Associates - Ameriprise Financial Services, LLC
Financial Planner
5000 SW Meadows Rd, Ste 450 Lake Oswego, Oregon 97035Joshua Gore - Thrivent
Financial Planner, Financial Consultant
3 Centerpointe Dr Suite 440, Suite 440 Lake Oswego, Oregon 97035Gregory Lehto - Thrivent
Financial Planner, Financial Consultant
3 Centerpointe Dr Suite 440, Suite 440 Lake Oswego, OR 97035Anthony Vece - Thrivent
Financial Planner
3 Centerpointe Dr, Ste 440 Lake Oswego, Oregon 97035
Kelsey Yee - Thrivent
Financial Planner, Financial Consultant
3 Centerpointe Dr Suite 440, Suite 440 Lake Oswego, OR 97035Charlie Owen - Thrivent
Financial Planner
3 Centerpointe Drive, Ste 440 Lake Oswego, Oregon 97035Jason Drews - Thrivent
Financial Planner
3 Centerpointe Dr, Ste 440 Lake Oswego, Oregon 97035
Wealthbridge Advisors - Ameriprise Financial Services, LLC
Financial Planner, Investment Service
5000 Meadows Rd Ste 450 Lake Oswego, OR 97035D.A. Davidson & Co.
Financial Planner
2 Centerpointe Dr #325 Lake Oswego, OR 97035An extremely knowledgeable firm. As an Intel employee my advisor has easily saved me 10 times his fees on a yearly basis. As the saying goes, you get what you pay for.
Pearson Financial Group
Financial Planner
3 Centerpointe Dr # 200 Lake Oswego, OR 97035Conrad Pearson has taken my dismal retirement accounts and turn them into income-generating powerhouses. This guy really knows his stuff. I would recommend him, and have ... more
Horst & Graben Wealth Management
Financial Planner
3 Centerpointe Dr #410 Lake Oswego, OR 97035OnMark Asset Management, LLC
Financial Planner
525 3rd St Suite 200 Lake Oswego, OR 97034Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assis ... more
