Best Financial Advisors in Portland, OR

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Portland, OR Fiduciary Financial Advisors

SEC File# 801-39897
CRD# 108298
Location 1130 SW Morrison St Suite 312, Portland, OR 97205, USA
Phone (503) 242-1715
Directions
SEC File# 801-57087
CRD# 108601
5 out of 5
Location 1624 NW Lovejoy St, Portland, OR 97209, USA
Phone (503) 594-7400
Directions
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Thompson Advisory Services
Location 3339 SE Division St Suite B, Portland, OR 97202, USA
Phone (503) 234-0721
Directions
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Raaf Investment Advisors
5 out of 5
Location 2416 SW Vista Ave, Portland, OR 97201, USA
Phone (503) 621-7921
Directions
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Henry Murphy - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 387-8466
Directions
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Edward Jones - Financial Advisor: Kevin R Fisher
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4111 SE Division St, Portland, OR 97202, USA
Phone (503) 239-5404
Directions
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Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 975 SE Sandy Blvd Ste 210, Portland, OR 97214, USA
Phone (503) 450-0550
Directions
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Independent Progressive Advisors
5 out of 5
Location 1675 SW Marlow Ave #305, Portland, OR 97225, USA
Phone (503) 536-7351
Directions
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Pacific Advisors
SEC File# 801-67160
CRD# 141823
2 out of 5
Location 200 SW Market St Suite 1850, Portland, OR 97201, USA
Phone (503) 221-1226
Directions
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Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC
Location 4380 S Macadam Ave Ste 180, Portland, OR 97239, USA
Phone (503) 546-2243
Directions
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Stephen Groth - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5290
Directions
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Beech Creek Financial Group
5 out of 5
Location 920 SW 6th Ave, Portland, OR 97204, USA
Phone (360) 989-7064
Directions
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Interactive Wealth Advisors, Inc.
5 out of 5
Location 121 SW Morrison St #905, Portland, OR 97204, USA
Phone (503) 575-1953
Directions
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Trailhead Planners
Location 23 NE 18th Ave, Portland, OR 97232, USA
Phone (503) 773-9682
Directions
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Lunaria Financial
4 out of 5
Location 7837 SW Capitol Hwy, Portland, OR 97219, USA
Phone (503) 452-7000
Directions
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Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 5550 S Macadam Ave Ste 102, Portland, OR 97239, USA
Phone (503) 595-9020
Directions
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Kristen Salt - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 600 NW Naito Pkwy D, Portland, OR 97209, USA
Phone (503) 595-0070
Directions
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Patrick Murphy - RBC Wealth Management Financial Advisor
5 out of 5
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5267
Directions
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New Outlook Financial, LLC
2 out of 5
Location 833 SW 11th Ave #925, Portland, OR 97205, USA
Phone (503) 379-1922
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McGee Wealth Management
Location 12455 SW 68th Ave, Portland, OR 97223, USA
Phone (503) 597-2222
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Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
5 out of 5
Location 1211 SW 5th Ave Suite 1200, Portland, OR 97204, USA
Phone (503) 221-7595
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
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Financial Advisors | U.S. Bancorp Investments
Location 5505 NE Martin Luther King Jr Blvd, Portland, OR 97211, USA
Phone (503) 275-3051
Directions
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Meridian Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 825 NE Multnomah St Ste 925, Portland, OR 97232, USA
Phone (503) 678-9909
Directions
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Clarity Capital Management, LLC
5 out of 5
Location 7307 SW Beveland St Suite 200, Portland, OR 97223, USA
Phone (503) 388-5781
Directions
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David Vanderploeg - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 825 NE Multnomah St Ste 925, Portland, OR 97232, USA
Phone (503) 678-9909
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
Directions
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Edward Jones - Financial Advisor: Drew Watkins, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4300 NE Fremont St Suite 110, Portland, OR 97213, USA
Phone (503) 493-1390
Directions
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Jennifer de Thomas, CFP
5 out of 5
Location Portland, OR 97201, USA
Phone (503) 421-6385
Directions
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Marty Sacks - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1000 SW Broadway Ste 2200, Portland, OR 97205, USA
Phone (503) 205-4569
Directions
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Patrick Cummings - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5291
Directions
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Jackie Hall - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5299
Directions
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David Beck Financial Services LLC
Location 636 NE 61st Ave, Portland, OR 97213, USA
Phone (408) 460-5241
Directions
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Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
5 out of 5
Location 8050 SW Pfaffle St # 100, Portland, OR 97223, USA
Phone (503) 620-5236
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
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Jamie Reeb - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 920 SW 6th Ave Ste 260, Portland, OR 97204, USA
Phone (503) 446-4367
Directions
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Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3939 NE Hancock St Ste 203, Portland, OR 97212, USA
Phone (503) 473-8180
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Murphy - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5211
Directions
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Ascent Financial Advisors
Location 1309 NW Frazier Ct, Portland, OR 97229, USA
Phone (503) 224-1021
Directions
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Cable Hill Partners, LLC
SEC File# 801-78336
CRD# 168252
5 out of 5
Location 1155 SW Morrison St #400, Portland, OR 97205, USA
Phone (503) 765-1223
Directions
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Sloy Dahl & Holst Inc
SEC File# 801-31712
CRD# 110102
4 out of 5
Location 829 NW 19th Ave, Portland, OR 97209, USA
Phone (503) 248-9800
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 760 SW 9th Ave. Ste 2100, Portland, OR 97205, USA
Phone (503) 221-7600
Directions
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Watershed Wealth Planning LLC
Location 7972 SE 13th Ave UNIT 102, Portland, OR 97202, USA
Phone (503) 862-9064
Directions
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Patrick Schmitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1000 SW Broadway Ste 2200, Portland, OR 97205, USA
Phone (503) 205-4535
Directions
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Nicholas Hymel - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10524 SE Stark St Ste 200, Portland, OR 97216, USA
Phone (503) 776-3137
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
Financial Advisors in Portland, OR

Where Certified Financial Advisors in Portland, OR Serve

Portland, OR is a vibrant city with a plethora of landmarks and attractions. From the iconic Powell's City of Books to the picturesque International Rose Test Garden, there is no shortage of things to see and do. The city is also home to top employers such as Nike, Intel, and Providence Health & Services. Major highways like the I-5 and I-84 connect the city to neighboring areas, while streets like Burnside and Hawthorne offer a diverse range of shops and restaurants. The neighborhoods of Portland are equally diverse, ranging from the trendy Pearl District to the historic Alberta Arts District. With so much to explore, Portland is a city that never fails to captivate and inspire.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Portland, OR are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services like checking and savings accounts, loans, and credit cards. However, Portland residents also have access to unique banking services that reflect the city's values. For example, many banks in Portland offer sustainable banking options that prioritize environmental and social responsibility. Additionally, some banks offer services specifically tailored to small businesses and startups, which are a key part of Portland's thriving entrepreneurial community. Overall, banks in Portland strive to provide services that align with the city's progressive and community-focused values.

Insurance Broker

Residents of Portland, OR can benefit greatly from the services of an insurance broker. With the city's diverse population and unique lifestyle, an insurance broker can help individuals find a plan that fits their specific needs. For example, with Portland's reputation as a bike-friendly city, an insurance broker can assist with finding coverage for bicycle accidents. Additionally, with the city's unpredictable weather patterns, an insurance broker can help residents navigate the complexities of flood and earthquake insurance. Overall, an insurance broker can provide valuable guidance and support to ensure that Portland residents have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Portland, OR can greatly benefit from the guidance of a retirement planner. Portland is known for its vibrant culture and diverse population, but it also has a high cost of living and a competitive job market. A retirement planner can help individuals navigate these challenges and create a personalized plan for their future. They can offer advice on how to maximize retirement savings, minimize taxes, and manage investment portfolios. Additionally, with Portland's focus on sustainability and eco-friendliness, a retirement planner can help residents align their financial goals with their values, such as investing in socially responsible funds. Overall, a retirement planner can provide peace of mind and a clear path towards a secure and fulfilling retirement in the unique city of Portland.

Wealth Management

Residents of Portland, OR could benefit greatly from the services of a wealth manager. A wealth manager can help residents navigate the unique financial landscape of Portland, which is known for its high cost of living and competitive job market. They can assist with creating a personalized financial plan that takes into account factors such as the city's housing market, taxes, and investment opportunities. Additionally, a wealth manager can provide guidance on how to save for retirement, plan for college expenses, and manage debt. With their expertise, residents of Portland can feel confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Portland, OR could benefit greatly from the expertise and guidance of a mortgage loan officer. With the city's growing population and competitive housing market, navigating the process of buying a home can be overwhelming. A mortgage loan officer can help residents understand their financial options, including the types of loans available and the best interest rates. They can also assist in pre-approvals, which can give buyers a competitive edge in a market where homes can sell quickly. Additionally, with Portland's unique mix of urban and suburban neighborhoods, a mortgage loan officer can help residents find the right loan to fit their specific needs. Overall, a mortgage loan officer can provide invaluable support to residents of Portland, making the process of buying a home less stressful and more successful.

Tax Services

Residents of Portland, OR can benefit greatly from the expertise of a tax advisor. With the city's unique tax laws and regulations, a tax advisor can help residents navigate the complexities of filing their taxes and ensure that they are taking advantage of all available deductions and credits. Additionally, with Portland's booming tech industry and growing small business community, a tax advisor can provide invaluable guidance on tax planning and strategy for both individuals and businesses. Whether it's navigating Oregon's state income tax or understanding the tax implications of starting a new business in Portland, a tax advisor can provide tailored advice and support to help residents make informed financial decisions.

Estate Planning Lawyer

Residents of Portland, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that takes into account the unique laws and regulations of Oregon. For example, Oregon has a state estate tax that applies to estates valued over $1 million, which is something that residents of Portland need to be aware of when planning their estates. An estate planning lawyer can help individuals and families in Portland navigate these complex laws and create a plan that ensures their assets are distributed according to their wishes and in the most tax-efficient manner possible. Additionally, an estate planning lawyer can help with other important documents such as powers of attorney and healthcare directives, which can provide peace of mind and protection in the event of incapacity or illness.

Portland, OR Financial Resources

Portland, OR Chamber of Commerce

https://portlandalliance.com/

Portland, OR City Hall

https://www.portland.gov/

Portland, OR Public Library

https://multcolib.org/

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