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Financial Planners in Oregon

Edward Jones - Financial Advisor: Damien M Garrels photos
Edward Jones - Financial Advisor: Damien M Garrels, Brookings
Brookings / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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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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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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Wells Financial Consulting Group, D.A. Davidson & Co. photos
Wells Financial Consulting Group, D.A. Davidson & Co., Bend
Bend / Oregon / United States
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We believe the achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of ones financial life. We believe that your investments, cash flow, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; we strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.
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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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Edward Jones - Financial Advisor: Travis M Waiton, AAMS® photos
Edward Jones - Financial Advisor: Travis M Waiton, AAMS®, Bend
Bend / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Erin M Johnson photos
Edward Jones - Financial Advisor: Erin M Johnson, North Bend
North Bend / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Damien M Garrels photos
Edward Jones - Financial Advisor: Damien M Garrels, Brookings
Brookings / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Mark D Reynolds, CFP® photos
Edward Jones - Financial Advisor: Mark D Reynolds, CFP®, Portland
Portland / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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Q10- National Mortage Co. photos
Q10- National Mortage Co., Portland
Portland / Oregon / United States
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Q10 | National Mortgage Co. is a regional mortgage banking leader serving Oregon, Washington, and Idaho as well as a founding member of Q10 Capital LLC. For over 80 years, we have arranged financing solutions for income producing property through our exclusive correspondent relationships and a variety of institutional investors. We are licensed in the state of Oregon under NMLS #235713.

Q10 | National Mortgage Co.s core business is the origination and servicing of commercial mortgage loans. We lend on all types of income producing property through our extensive network of capital sources including insurance companies and leading capital market conduits. Rates and terms are highly competitive and structured to meet the individual financing objectives of our borrowers.

We offer:
- Permanent Financing
- Bridge Loans
- Acquisition Financing
- Forward Commitments
- Fixed or Adjustable Rates
- Participating Debt
- Construction Loans
- Sale/Leaseback Transactions
- Mezzanine Financing
- Equity Placement
- Credit Tenant Lease (CTL) Loans

FlexExpress is a special niche program for small real estate loans designed to provide quick, flexible solutions to short term financing needs. The program was originally developed to fill the occasional need our large borrowers had for quick approvals on loans from $300,000 to $1 million.  

FlexExpress provides funding on a wide variety of property types including medical, dental, retail, industrial, multifamily and office. Over the years, FlexExpress has been used to provide funds to pay off estate taxes; to provide construction financing for small buildings with a permanent loan takeout; to buy equipment; fund remodels; and to pull out equity for other investments.

Terms are extremely flexible with a rapid approval process. All decisions are made locally by the Q10 | National Mortgage Co. loan committee on call whenever needed.
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Edward Jones - Financial Advisor: Brandon D Hodges photos
Edward Jones - Financial Advisor: Brandon D Hodges, Brookings
Brookings / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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Edward Jones - Financial Advisor: Emily N Rumiano photos
Edward Jones - Financial Advisor: Emily N Rumiano, Brookings
Brookings / Oregon / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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