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Financial Planners in Portland, Oregon

Beech Creek Financial Group photos
Beech Creek Financial Group, Portland
Portland / Oregon / United States
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Beech Creek Financial Group is a full-services firm offering fee-based financial planning. We are an experienced team of financial advisors. Being an independent financial services firm allows us the freedom to advise our clients with objectivity and autonomy. You benefit from our ability to select from the financial instruments in the industry…not just from one single source.
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AIM Wealth Advisory Group - Ameriprise Financial Services, Inc. photos
AIM Wealth Advisory Group - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your 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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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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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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Edward Jones - Financial Advisor: Scott A Hirschberger photos
Edward Jones - Financial Advisor: Scott A Hirschberger, 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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Susan McFadden - Ameriprise Financial Services, Inc. photos
Susan McFadden - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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When a marriage ends in divorce, financial concerns are often top of mind. I help my clients feel more secure about their future by helping them make sound decisions that address their immediate and long-term financial needs and goals. Using our exclusive Confident Retirement approach and with experience in pre- and post-divorce planning, I help my clients feel the peace of mind that having a plan can bring so they can move forward confidently and optimistically. 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: Drew Watkins, CFP®|AAMS® photos
Edward Jones - Financial Advisor: Drew Watkins, CFP®|AAMS®, 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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Edward Jones - Financial Advisor: Bradley Boyl photos
Edward Jones - Financial Advisor: Bradley Boyl, 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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Wealth Strategy Partners - Ameriprise Financial Services, Inc. photos
Wealth Strategy Partners - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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Using our exclusive Confident Retirement approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly ” today and in the future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Fidelity Investments photos
Fidelity Investments, Portland
Portland / Oregon / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Free parking is available at the Investor Center.
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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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Daniel J Ruediger - Ameriprise Financial Services, Inc. photos
Daniel J Ruediger - Ameriprise Financial Services, Inc., Portland
Portland / 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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Matthew R. Kibbe - Morgan Stanley photos
Matthew R. Kibbe - Morgan Stanley, Portland
Portland / Oregon / United States
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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
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The Norris Group - Ameriprise Financial Services, Inc. photos
The Norris 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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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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The Permanence Group - Ameriprise Financial Services, Inc. photos
The Permanence Group - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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The advisor listed is an Ameriprise financial advisor in Palm Bay. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. We help our 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.Were here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Contractors Employment Service photos
Contractors Employment Service, Portland
Portland / Oregon / United States
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Since 1988, Contractors Employment Service has been the leading construction and maintenance personnel specialist in Oregon and SW Washington. Whether your business is in need of permanent or temporary help, we can provide you with qualified people from our network. We specialize in providing skilled labor and tradespeople for short term or long term projects in residential, commercial, and industrial fields. We provide employee evaluation and testing, construction recruiting, and certified payroll for public works projects. Our areas of expertise include but are not limited to: Construction, Maintenance, Assembly, Carpentry, Janitorial, Demolition, Manufacturing, Clerical, Locally owned and operated, Contractors Employment Service is a state registered W.B.E. (Women Owned Business) and D.B.E. under our parent company, N.L. Jacobsen Enterprises Inc. We have a three-hour guarantee if you are ever dissatisfied. We accept VISA, MasterCard, Discover, and American Express credit cards. There are no fees to become an employee. Whether you are an employer or a job seeker, you should give the experts at Contractors Employment Service a call today for more information!
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William Fussell - Ameriprise Financial Services, Inc. photos
William Fussell - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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The advisor listed is an Ameriprise financial advisor in Portland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Using our exclusive Confident Retirement® approach and my experience providing ongoing financial advice, I help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. I want my clients to understand all their options to help them be free to live life brilliantly - today and in the future.
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