Best Financial Advisors in Clackamas County, OR

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Clackamas County, OR Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Ken McClintock, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 10217 SE Sunnyside Rd, Clackamas, OR 97015, USA
Phone (503) 653-0802
Language https://www.edwardjones.com/us-en/financial-advisor/ken-mcclintock
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Summa Global Advisors
SEC File# 801-71249
CRD# 148713
Location 12901 SE 97th Ave #390, Clackamas, OR 97015, USA
Phone (503) 636-2022
Language http://www.summaglobal.com/
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
BPG Wealth Management, LLC

5 out of 5

Location 12901 SE 97th Ave #240, Clackamas, OR 97015, USA
Phone (503) 654-7676
Language http://www.bpgnetwork.com/
Directions
Pinnacle Wealth Advisors
SEC File# 801-67352
CRD# 132634
Location 9200 SE Sunnybrook Blvd Suite 170, Clackamas, OR 97015, USA
Phone (503) 654-5100
Language http://thinkpinnacle.com/
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
Directions
Northwest Financial & Tax Solutions
Location 10121 SE Sunnyside Rd Ste. 300, Clackamas, OR 97015, USA
Phone (360) 828-1469
Language http://www.nwfts.net/
Directions
Edward Jones - Financial Advisor: Stephen M Carbaugh
SEC File# 801-3297
CRD# 250
Location 15914 SE Happy Valley Town Center Dr, Happy Valley, OR 97086, USA
Phone (503) 698-6971
Language https://www.edwardjones.com/us-en/financial-advisor/stephen-carbaugh
Directions
Edward Jones - Financial Advisor: Matthew S Asay
SEC File# 801-3297
CRD# 250
Location 6751 SE Thiessen Rd Suite D, Milwaukie, OR 97267, USA
Phone (503) 653-7657
Language https://www.edwardjones.com/us-en/financial-advisor/matthew-asay
Directions
Edward Jones - Financial Advisor: Jack MacDonald
SEC File# 801-3297
CRD# 250
Location 15914 SE Happy Valley Town Center Dr, Happy Valley, OR 97086, USA
Phone (503) 698-6971
Language https://www.edwardjones.com/us-en/financial-advisor/jack-macdonald
Directions
Edward Jones - Financial Advisor: Hailey Percival
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6751 SE Thiessen Rd Suite D, Milwaukie, OR 97267, USA
Phone (503) 653-7657
Language https://www.edwardjones.com/us-en/financial-advisor/hailey-percival
Directions
CCB Financial Services
Location 38975 Proctor Blvd, Sandy, OR 97055, USA
Phone (503) 668-2530
Language http://www.ccbfinancialservices.com/
Directions
Price Financial Group
Location 10121 SE Sunnyside Rd Suite 300, Clackamas, OR 97015, USA
Phone (503) 253-3000
Language http://pricefg.com/
Directions
Greg Baker Financial Advisor
Location 11467 SE Cascade View Ct, Happy Valley, OR 97086, USA
Phone (541) 840-0989
Directions
Seasons Financial Group, Inc.

1 out of 5

Location 9200 SE Sunnybrook Blvd #220, Clackamas, OR 97015, USA
Phone (503) 723-1494
Language http://seasonsfinancialonline.com/
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413

1 out of 5

Location 9200 SE Sunnybrook Blvd #220, Clackamas, OR 97015, USA
Phone (503) 653-5055
Language http://www.oneriverfinancial.com/
Directions
Financial Advisors | U.S. Bancorp Investments
Location 11521 SE Sunnyside Rd, Clackamas, OR 97015, USA
Phone (503) 404-1153
Language https://www.usbank.com/wealth-management/find-an-advisor/or/clackamas/delynn-shogren.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
Directions
Crown Pacific Financial Services
Location Clackamas, OR 97015, USA
Phone (503) 658-3686
Directions
True North Retirement Advisors
SEC File# 801-112242
CRD# 290885
Location 10151 SE Sunnyside Rd #400, Clackamas, OR 97015, USA
Phone (503) 387-6869
Language http://www.truenorthretirementadvisors.com/
Directions
White Horse Capital Management LLC
SEC File# 801-62329
CRD# 22449
Location 11670 SE Aurora Ct, Clackamas, OR 97086, USA
Phone (503) 594-2955
Language http://www.whitehorsecapitalmanagement.com/
Directions
SagePoint Financial
SEC File# 801-64721
CRD# 133763
Location 8800 SE Sunnyside Rd #212n, Clackamas, OR 97015, USA
Phone (503) 659-9118
Directions
Edward Jones - Financial Advisor: Ryan C Chapman, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 14020 SE Johnson Rd Suite #206, Milwaukie, OR 97267, USA
Phone (503) 653-5171
Language https://www.edwardjones.com/us-en/financial-advisor/ryan-chapman
Directions
Image of Clackamas County, OR

About Clackamas County, OR

Clackamas County is located in Oregon and is home to around 375,000 residents. The county is made up of several towns and neighborhoods, including Oregon City, Milwaukie, Happy Valley, and West Linn. Some of the county's top employers include Intel, Nike, and Safeway. Major highways and streets in Clackamas County include I-205 and OR-99E. Some of the county's notable landmarks include the Willamette Falls and the Oregon Zoo.

Where Certified Financial Advisors in Clackamas County, OR Serve

Aurora, OR McMinnville, OR Yamhill County, OR Redmond, WA Arlington, WA

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Clackamas County, OR residents who bank with one of the many services banks provide have access to a variety of products and services that can make their lives easier. Services banks provide include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, banks also offer online banking and mobile banking which give customers the flexibility to bank when and where they want.

Insurance Broker

Residents of Clackamas County, OR can rely on insurance brokers to help them find the best possible rates for car insurance, home insurance, and health insurance. Brokers have access to a variety of different plans from a variety of different providers, so they can help residents compare rates and find the plan that is best for their needs. Additionally, brokers are experts in their field, and they can help residents understand the complex terminology and coverage options associated with various types of insurance.

Retirement Planning

Clackamas County, OR residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge to help individuals create a plan that will meet their specific needs. They can also provide guidance on how to save for retirement, what investments to make, and when to start withdrawing money. Residents of Clackamas County who are looking for assistance in planning for their retirement should consider working with a financial advisor.

Wealth Management

Residents of Clackamas County, OR can benefit from wealth management services in order to better manage their financial futures. By working with a wealth manager, individuals can create and follow a plan that will help them save for retirement, invest for the future, and protect their assets. Additionally, wealth managers can provide valuable advice and guidance when it comes to estate planning and tax planning.

Estate Planning Lawyer

Estate planning lawyers can help Clackamas County, OR residents protect their assets and ensure that their loved ones are taken care of in the event of their death. By creating a will or trust, estate planning attorneys can help residents of Clackamas County make sure that their property is distributed according to their wishes. In addition, estate planning attorneys can also provide guidance on how to best manage one's finances during retirement and ensure that one's affairs are in order if they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Clackamas County, OR can help residents with their home buying needs. They can provide information on different types of mortgages, and help people find the best mortgage for their needs. Loan officers can also help people apply for mortgages, and work with them to get the best interest rates and terms possible.

Tax Services

Clackamas County, Oregon residents can benefit from the services of a tax accountant in a few ways. Most importantly, tax accountants can help residents maximize their tax refund by ensuring they are taking all available deductions and credits. In addition, tax accountants can help residents plan for their future tax liabilities, which can help them stay financially healthy. Finally, tax accountants can provide peace of mind by handling all aspects of the resident's tax return filing process.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Clackamas County, OR

If you live in Clackamas County, OR and are looking for a financial advisor, you're in luck. There are many highly qualified professionals who can help you with everything from retirement planning to investment advice. One of the best things about working with a financial advisor is that they can provide objective advice based on your specific situation. They can help you make informed decisions about your money and give you peace of mind when it comes to your finances.

Clackamas County, Oregon is the best place to get financial advising for a number of reasons. The county has a rich history of financial stability and success, and its residents are some of the most financially responsible in the country. Additionally, Clackamas County has a wealth of resources and professionals who can help residents with their financial planning needs. Whether you're looking for help getting your finances in order or you want to invest your money, Clackamas County is a great place to get started.