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Investment Bankers in Oregon

Sittner & Nelson, LLC photos
Sittner & Nelson, LLC, Eugene
Eugene / Oregon / United States
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Sittner & Nelson, LLC is proudly serving the Eugene metro area. Wealth management is more than providing investment advice. We advise our clients on every aspect of their financial affairs with a genuine commitment to their personal and financial success. We create and implement strategies that are designed to build and preserve wealth. As an independent advisory firm, we are objective and unbiased. We dont offer any proprietary products. Instead, we use our time-tested philosophy and process to select the best long term investments tailored to the objectives of our clients. Our services include: financial planning, investment management, individual retirement planning, education planning, risk management, and business retirement plans. Call us for an appointment today.
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Edward Jones - Financial Advisor: Ryan T Meier photos
Edward Jones - Financial Advisor: Ryan T Meier, Beaverton
Beaverton / 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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Capstone Financial Consultants, LLC photos
Capstone Financial Consultants, LLC, Bend
Bend / Oregon / United States
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In order to determine what investments may be suitable for a client, I need to accumulate important facts. These include age, income expectations and requirements, current assets and liabilities, income in and outside of any retirement plans, estate planning ideas, willingness to assume certain risks, investment experience and knowledge, the need for diversification, and other factors. I view my CPA background as a bonus for clients; and I use it often in assisting clients so that the right decisions are made to 1) maximize after tax income and 2) preserve and enhance the value of a person’s assets
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Brooke Johnsen - RBC Wealth Management Financial Advisor photos
Brooke Johnsen - RBC Wealth Management Financial Advisor, Eugene
Eugene / 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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Sapient photos
Sapient, Eugene
Eugene / Oregon / United States
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Jacob Easterly - Ameriprise Financial Services, Inc. photos
Jacob Easterly - Ameriprise Financial Services, Inc., West Linn
West Linn / Oregon / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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KeyBank photos
KeyBank, Ashland
Ashland / Oregon / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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Theresa Austria-Kenney - Ameriprise Financial Services, Inc. photos
Theresa Austria-Kenney - Ameriprise Financial Services, Inc., West Linn
West Linn / Oregon / United States
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Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence ” for today and for tomorrow, so they can live the retirement theyve earned and deserve. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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KeyBank photos
KeyBank, Portland
Portland / Oregon / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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KeyBank photos
KeyBank, Gresham
Gresham / Oregon / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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Andy McWilliams - RBC Wealth Management Financial Advisor photos
Andy McWilliams - RBC Wealth Management Financial Advisor, Eugene
Eugene / 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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KeyBank photos
KeyBank, Grants Pass
Grants Pass / Oregon / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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Bank of the West photos
Bank of the West, Forest Grove
Forest Grove / Oregon / United States
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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 1926 Pacific Ave, Forest Grove, OR 97116
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KeyBank photos
KeyBank, Portland
Portland / Oregon / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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Michelle Green-Corradetti - Morgan Stanley photos
Michelle Green-Corradetti - Morgan Stanley, Medford
Medford / Oregon / United States
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Wells Fargo Advisors photos
Wells Fargo Advisors, Medford
Medford / Oregon / United States
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Jeffrey Young - Morgan Stanley photos
Jeffrey Young - Morgan Stanley, Eugene
Eugene / 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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Jason Doneth - Ameriprise Financial Services, Inc. photos
Jason Doneth - Ameriprise Financial Services, Inc., Salem
Salem / Oregon / United States
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The advisor listed is an Ameriprise financial advisor in Keizer. 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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Morgan Stanley photos
Morgan Stanley, Eugene
Eugene / Oregon / United States
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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
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KeyBank photos
KeyBank, Portland
Portland / Oregon / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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