Best Financial Advisors in Beaverton, OR

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List of Firms

Beaverton, OR Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Brian Wheeler
SEC File# 801-3297
CRD# 250
Location 14780 SW Osprey Dr Suite 290, Beaverton, OR 97007, USA
Phone (503) 590-4505
Time Monday: 7:00 AM – 3:30 PM Tuesday: 7:00 AM – 3:30 PM Wednesday: 7:00 AM – 3:30 PM Thursday: 7:00 AM – 3:30 PM Friday: 7:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 10350 Spaniel Pl #203, Beaverton, OR 97007, USA
Phone (503) 579-5177
Evergreen Financial Advisors
Location 8625 SW Cascade Ave Ste 310, Beaverton, OR 97008, USA
Phone (503) 297-7654
Main Avenue Financial Services, LLC

5 out of 5

Location 4900 SW Griffith Dr #210, Beaverton, OR 97005, USA
Phone (503) 336-3776
Edward Jones - Financial Advisor: Nicholas M Bales
SEC File# 801-3297
CRD# 250
Location 14795 SW Murray Scholls Dr Suite 102, Beaverton, OR 97007, USA
Phone (503) 579-9485
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
ROI Financial Advisors, LLC
SEC File# 801-121903
CRD# 160100

5 out of 5

Location 14675 SW Millikan Way, Beaverton, OR 97006, USA
Phone (503) 941-5925
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Portland Financial Advisors Network
Location 6107 SW Murray Blvd #103, Beaverton, OR 97008, USA
Phone (503) 928-4412
Edward Jones - Financial Advisor: Zachary J Heckman
SEC File# 801-3297
CRD# 250
Location 4755 SW Watson Ave STE 100, Beaverton, OR 97005, USA
Phone (503) 626-6400
Single Point Financial
Location 4905 SW Griffith Dr Ste 105, Beaverton, OR 97005, USA
Phone (503) 350-2321
Encompass Financial Advisors

5 out of 5

Location 6107 SW Murray Blvd, Beaverton, OR 97008, USA
Phone (503) 643-8075
Matthew Brodsky - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9665 SW Allen Blvd Ste 115, Beaverton, OR 97005, USA
Phone (503) 567-7874
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cedar Financial Advisors, LLC
SEC File# 801-121484
CRD# 146084
Location 3853 SW Hall Blvd, Beaverton, OR 97005, USA
Phone (503) 512-5890
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Kelly Morgan, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 16100 NW Cornell Rd Ste 260, Beaverton, OR 97006, USA
Phone (503) 644-1408
Addison Avenue Investment Services

5 out of 5

Location 17877 NE Evergreen Pkwy, Beaverton, OR 97006, USA
Phone (503) 350-3366
Edward Jones - Financial Advisor: Ted Martin
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4755 SW Watson Ave Suite 100, Beaverton, OR 97005, USA
Phone (503) 626-6400
The Summit Financial Strategies Inc
SEC File# 801-71206
CRD# 123608
Location 1905 NW 169th Pl #201, Beaverton, OR 97006, USA
Phone (503) 466-1989
Price Financial Group
Location 16100 NW Cornell Rd #140, Beaverton, OR 97006, USA
Phone (503) 253-3000
Erlandson Wealth Management
Location 14780 SW Osprey Dr #320, Beaverton, OR 97007, USA
Phone (503) 746-9275
Springwater Wealth Management, LLC
SEC File# 801-79766
CRD# 167539
Location 6600 SW 105th Ave Suite 155, Beaverton, OR 97008, USA
Phone (503) 482-7570
Stephen M Aaron - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9665 SW Allen Blvd Ste 115, Beaverton, OR 97005, USA
Phone (503) 619-4600
Voya Financial Advisors / Martin Haugh Financial Group

1 out of 5

Location 8625 SW Cascade Ave #104, Beaverton, OR 97008, USA
Phone (971) 228-8400
Aaron & Associates - Ameriprise Financial Services, LLC
Location 9665 SW Allen Blvd Ste 115, Beaverton, OR 97005, USA
Phone (503) 619-4600
Edward Jones - Financial Advisor: Jesse P Thompson
Location 4755 SW Watson Ave Suite 100, Beaverton, OR 97005, USA
Phone (503) 626-6400
Edward Jones - Financial Advisor: Patrick Moore

1 out of 5

Location 1500 NW Bethany Blvd Ste 145, Beaverton, OR 97006, USA
Phone (503) 629-0155
Signature Estate & Investment Advisors, LLC
Location 4145 SW Watson Ave Suite 350, Beaverton, OR 97005, USA
Phone (703) 940-3484
Edward Jones
Location 14780 SW Osprey Dr #290, Beaverton, OR 97007, USA
Phone (503) 644-5104
Time Monday: 10:00 AM – 4:00 PM Tuesday: 10:00 AM – 4:00 PM Wednesday: 10:00 AM – 4:00 PM Thursday: 10:00 AM – 4:00 PM Friday: 10:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
LPL Financial - Kyle Parsons
Location 16100 NW Cornell Rd #240, Beaverton, OR 97006, USA
Phone (503) 516-2217
Shawn Colucy - Financial Advisor, Ameriprise Financial Services, LLC
Location 6500 SW Beaverton Hlsdl Hwy Ste 1, Portland, OR 97225, USA
Phone (503) 382-4363
Christopher Norman LPL Financial Advisor
Location 16100 NW Cornell Rd #240, Beaverton, OR 97006, USA
Phone (503) 707-5635
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About Beaverton, OR

Beaverton is a city located in Oregon and it's the sixth largest city in the state. Some of the most notable landmarks in Beaverton include the Beaverton Town Square, which features a clock tower and a fountain, and the Tualatin Hills Nature Park, which is a large park with hiking trails and wildlife. The top employers in Beaverton are Nike, Intel, and Beaverton School District. The major highways and streets in Beaverton include Oregon Route 217, Oregon Route 26, and Farmington Road. The neighborhoods in Beaverton include Cedar Mill, West Slope, and North Bethany.

Where Certified Financial Advisors in Beaverton, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our lives and provide many services to the people who live in Beaverton. Banks offer checking and savings accounts, loans, mortgages, and other financial products. In addition, banks can help you with investing, insurance, and other money-related matters. If you need help with your finances or just want to talk to someone about your options, then a bank is the best place to go.

Insurance Broker

Residents of Beaverton, OR can take advantage of the services that insurance brokers provide. Insurance brokers are there to help people find the best rates and coverage for their needs. They work with a variety of companies, so they can compare rates and find the best deal for their clients. This is a valuable service, especially given the ever-changing nature of the insurance industry. Residents of Beaverton can rely on insurance brokers to help them navigate these changes and find the right coverage for their needs.

Retirement Planning

Beaverton, OR residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you assess your current financial situation and create a plan that will allow you to retire comfortably. They can also provide guidance on how to save for retirement and how to make the most of your investments. If you are nearing retirement age, it is important to consult with a financial advisor as soon as possible in order to make sure you are on track for a successful retirement.

Wealth Management

Beaverton, OR residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances and plan for the future. There are many different aspects of wealth management, including investment planning, retirement planning, tax planning, and estate planning.Wealth management services can help Beaverton, OR residents save money and grow their assets over time. They can also help protect families during difficult times, such as illness or death. If you are interested in learning more about wealth management, please contact our office today.

Estate Planning Lawyer

Estate planning lawyers can help Beaverton, OR residents protect their assets and ensure that their loved ones are taken care of after they die. Planning for the future is an important step that everyone should take, and with the help of a lawyer, it can be easy and straightforward. There are many different things to consider when estate planning, such as wills, trusts, healthcare directives, and powers of attorney. A lawyer will be able to guide you through the process and make sure that your wishes are carried out exactly how you want them to be.

Mortgage Loan Officer

Mortgage loan officers in Beaverton, OR can help residents by providing them with the best rates and terms for their mortgage. They can also help residents understand the mortgage process, and guide them through the entire process from start to finish. Mortgage loan officers can also provide advice on what type of mortgage is best for a particular resident, and work with them to get the best possible deal.

Tax Services

Beaverton, OR residents can benefit from the help of tax accountants in order to maximize their tax refund. Tax accountants are experts in helping people get the most money back from the government. They know all of the deductions that are available to people and can help them claim them. In addition, tax accountants can also help people plan their finances so that they pay as little taxes as possible.

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FAQs About Personal Financial Advisors in Beaverton, OR