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Financial Planners in Oregon

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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Tiffany Chona-Giessinger - Ameriprise Financial Services, Inc. photos
Tiffany Chona-Giessinger - Ameriprise Financial Services, Inc., Corvallis
Corvallis / Oregon / United States
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If you want to be able to count on your assets ” today and tomorrow, its important to prepare for the unexpected. In my practice, I use our exclusive Confident Retirement approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, I suggest solutions and coverage levels to best suit each client. Whatever life sends your way, youll feel better knowing you are protecting yourself and your loved ones. 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: Joe Klink photos
Edward Jones - Financial Advisor: Joe Klink, Hillsboro
Hillsboro / 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: Jodi Barron, AAMS® photos
Edward Jones - Financial Advisor: Jodi Barron, AAMS®, Roseburg
Roseburg / 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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Pacwest Wealth Partners - Ameriprise Financial Services, Inc. photos
Pacwest Wealth Partners - Ameriprise Financial Services, Inc., Corvallis
Corvallis / 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 we care and take the time to understand whats truly important to you. We 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 us. Over time, well work together to help you achieve what matters most. Let us 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: Timothy L Yount photos
Edward Jones - Financial Advisor: Timothy L Yount, Silverton
Silverton / 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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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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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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Edward Jones - Financial Advisor: Jessica Torres-Baltazar photos
Edward Jones - Financial Advisor: Jessica Torres-Baltazar, Redmond
Redmond / 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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Douglass Harmon photos
Douglass Harmon, Canby
Canby / Oregon / United States
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Supporting both individuals and local businesses, Douglass Harmon is the leading financial accounting team in Canby, OR. Built by a family of expert accountants, this CPA firm has a long history of providing bookkeeping, tax, and financial advising services to help clients manage their money. When you need tax help, Douglass Harmon will help you process your personal or business returns. Their in-depth knowledge of deductions and current tax laws ensures you will follow sound business practices to maximize your return or minimize the amount you owe. When it comes to building better fiscal practices, these first-rate financial advisors have a strong reputation for developing custom solutions to protect and grow your wealth. They help individual clients prepare for retirement, save for college, and strengthen their investment strategies. Entrepreneurs can also turn to this team to manage cash flow, determine an accurate business valuation, and identify financing opportunities. To reduce your company’s overhead expenses, you can even outsource financial accounting duties to their bookkeeping professionals. From handy financial calculators to online accounting support, Douglass Harmon takes pride in giving each client the individualized help they need to succeed. As a client, you will receive high-quality financial accounting assistance from responsive, well-versed, and respected professionals. To make their services accessible, they keep their rates competitive, fair, and honest. To find out why numerous Canby residents and business owners put their trust in Douglass Harmon, visit them online to learn more about their skilled team of certified accountants. Visit their website to learn more about their services. To set up an appointment with a skilled financial advisor, call (503) 266-2272.
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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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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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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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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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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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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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Penny Lee Austin, Attorney photos
Penny Lee Austin, Attorney, Medford
Medford / Oregon / United States
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Penny Lee Austin is an attorney focusing on Bankruptcy and Estate Planning. With an office located in Medford, OR, she welcomes cases from throughout the area. You can be sure you are working with a professional that truly understands the needs of her local clients. Penny Lee Austin is here to answer tough questions and help you understand the specifics of your legal situation.

If you are considering filing bankruptcy, Penny is committed to getting you debt relief and providing you with valuable information, services, and advice to get you a better financial future. You can stop lawsuits and garnishments with the help of the law office of Penny Lee Austin.

Cases we handle include:


• Business reorganizations

• Estate planning

• Probate

• Chapter 7, 11 and 13 bankruptcy

We help our clients understand what to expect when they plan their estates or need to file for bankruptcy. The system can be complicated and we work hard to ensure that our clients have the information they need to make good decisions. Penny Lee Austin is a member of the Oregon State Bar Association.

Call Penny Lee Austin today and determine your best legal option to move forward.
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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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