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Financial Planners Certified in Oregon

Prosperity Wealth Advisory Group - Ameriprise Financial Services, Inc. photos
Prosperity Wealth Advisory Group - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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Putting clients first; its what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Ivey Jacobson & Company, LLC photos
Ivey Jacobson & Company, LLC, Lake Oswego
Lake Oswego / Oregon / United States
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Ivey Jacobson & Company, LLC, can provide you with assistance in all your tax planning and preparation, record keeping and financial planning. We are conveniently located in Lake Oswego. Ken Ivey & Karen Jacobson both have over 20 years of accounting experience. We can prepare or supervise the preparation of your financial statements. We closely monitor the changes in the tax law that could affect you and will recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. We would love to discuss your financial and tax situation with you to determine how we can help. Give us a call today for a no-charge initial conference.
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Patrick Schmitt - Ameriprise Financial Services, Inc. photos
Patrick Schmitt - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Suzanne Johannsen - Ameriprise Financial Services, Inc. photos
Suzanne Johannsen - Ameriprise Financial Services, Inc., Bend
Bend / Oregon / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Price Financial Group photos
Price Financial Group, Portland
Portland / Oregon / United States
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Price Financial Group mission is to help provide our clients with complete financial confidence. Our philosophy focuses on relationships, respect, commitment, confidence and expertise. Our strategies focus on accumulation, distribution, preservation and performance. We focus on the big picture for our clients by considering all aspects of estate planning, taxes, investments, debt, savings, insurance and personal goals to ensure each client has a comprehensive and customized plan.
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Michael Schor - Ameriprise Financial Services, Inc. photos
Michael Schor - Ameriprise Financial Services, Inc., Eugene
Eugene / Oregon / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Financial Freedom photos
Financial Freedom, Newport
Newport / Oregon / United States
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At Financial Freedom Wealth Management Group, our mission is to educate, empower and motivate our clients while helping guide them through life’s financial journey for a successful and rewarding retirement. We also have offices in Salem, Corvallis, Eugene, Portland, and Vancouver, WA. 2288 Liberty St NE Salem, OR 97301 Phone: 971.599.5142 Fax: 888.884.3511 Mon-Fri: 9:00 AM - 5:00 PM Sat-Sun: By Appointment 518 SW 3rd Street, Corvallis, OR 97333 Phone: 971.599.5142 Fax: 888.884.3511 Mon-Fri: By Appointment 975 Oak St, Suite 670 Eugene, OR 97401 Phone: 971.599.5142 Fax: 888.884.3511 Mon-Fri: By Appointment 4800 SW Meadows Rd Suite 300 Lake Oswego, OR 97035 Phone: 971.599.5142 Fax: 888.884.3511 Mon-Fri: By Appointment 1220 Main Street Suite 400 Vancouver, WA 98220 Phone: 971.599.5142 Fax: 888.884.3511 Mon-Fri: By Appointment
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Candi Glazebrook - Ameriprise Financial Services, Inc. photos
Candi Glazebrook - Ameriprise Financial Services, Inc., Eugene
Eugene / Oregon / United States
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I take great satisfaction in helping guide my clients toward the freedom that financial strength and contentment can bring. As a Christian financial advisor with deeply held values and beliefs, my work and desire to serve my clients is rooted in the timeless wisdom found in Biblical principles. I work together with my clients to explore their financial objectives and focus on removing the stress and confusion that may hinder their informed financial decisions. I guide my clients forward, one step at a time, toward their objectives and ultimately toward a stronger financial position that is grounded to help them maintain a well-ordered financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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John G Griffith - Ameriprise Financial Services, Inc. photos
John G Griffith - Ameriprise Financial Services, Inc., Eugene
Eugene / Oregon / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Jared Buckmaster - Ameriprise Financial Services, Inc. photos
Jared Buckmaster - Ameriprise Financial Services, Inc., Lake Oswego
Lake Oswego / Oregon / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Kevin C Holland - Ameriprise Financial Services, Inc. photos
Kevin C Holland - Ameriprise Financial Services, Inc., Salem
Salem / Oregon / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Bridge City Advisors - Ameriprise Financial Services, Inc. photos
Bridge City Advisors - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you " whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Darren Ford - Ameriprise Financial Services, Inc. photos
Darren Ford - Ameriprise Financial Services, Inc., Gresham
Gresham / Oregon / United States
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What you can expect when you work with usAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings “ both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Feel confident about your financial future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Arkeo Financial Group - Ameriprise Financial Services, Inc. photos
Arkeo Financial Group - Ameriprise Financial Services, Inc., Eugene
Eugene / Oregon / United States
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The advisor listed is an Ameriprise financial advisor in Eugene. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.How will you be brilliant? We can help.Were not only in the business of helping you pursue your wealth. Were also in the business of helping you grow your financial confidence in the future. Well help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Were here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Stephen M Aaron - Ameriprise Financial Services, Inc. photos
Stephen M Aaron - Ameriprise Financial Services, Inc., Beaverton
Beaverton / Oregon / United States
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The advisor listed is an Ameriprise financial advisor in Beaverton. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Gary D Jurden - Ameriprise Financial Services, Inc. photos
Gary D Jurden - Ameriprise Financial Services, Inc., Eugene
Eugene / Oregon / United States
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I take great satisfaction in helping guide my clients toward the freedom that financial strength and contentment can bring. As a Christian financial advisor with deeply held values and beliefs, my work and desire to serve my clients is rooted in the timeless wisdom found in Biblical principles. I work together with my clients to explore their financial objectives and focus on removing the stress and confusion that may hinder their informed financial decisions. I guide my clients forward, one step at a time, toward their objectives and ultimately toward a stronger financial position that is grounded to help them maintain a well-ordered financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Hourglass Planning - Ameriprise Financial Services, Inc. photos
Hourglass Planning - Ameriprise Financial Services, Inc., Salem
Salem / Oregon / United States
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Putting clients first; its what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Legacy Financial photos
Legacy Financial, Woodburn
Woodburn / Oregon / United States
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Welcome, we’re Legacy Financial, a full-services investment firm in Woodburn, Oregon. Over the last thirty years of being in business, we’ve seen the unique challenges individuals face as they prepare for retirement. Our comprehensive approach aims to take the mystery out of preparing for today and tomorrow in a caring and sincere environment. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals. Our team has many years of experience developing a trustworthy and integrity- based environment to help guide client decisions to address your changing needs for all stages of life.
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Point Forward Wealth Advisors - Ameriprise Financial Services, Inc. photos
Point Forward Wealth Advisors - Ameriprise Financial Services, Inc., Lake Oswego
Lake Oswego / Oregon / United States
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Committed to putting your best interest firstAmeriprise earned a #1 rating among investment firms in several key independent customer research categories, including:#1 most trusted#1 in customer loyalty#1 in customer serviceWere proud to work with a firm recognized for premium service and trustworthiness by clients, because serving your best interests is our #1 priority. We offer personalized financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Sten Carlson - Ameriprise Financial Services, Inc. photos
Sten Carlson - Ameriprise Financial Services, Inc., Corvallis
Corvallis / Oregon / United States
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The advisor listed is an Ameriprise financial advisor in Corvallis. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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