Best Financial Advisors in Tualatin, OR

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List of Firms

Tualatin, OR Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Andrew Sparks
SEC File# 801-3297
CRD# 250
Location 11545 SW Durham Road Suite B4, Tigard, OR 97224, USA
Phone (503) 639-7060
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
DSN Inc
Location 22590 SW Vermillion Dr, Tualatin, OR 97062, USA
Phone (503) 804-0262
Fidelity Investments
4 out of 5
Location 7493 SW Bridgeport Rd, Tigard, OR 97224, USA
Phone (800) 922-4307
Financial Investment Team
SEC File# 801-114111
CRD# 145724
5 out of 5
Location 15350 SW Sequoia Pkwy #150, Portland, OR 97224, USA
Phone (503) 906-5205
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
Cara Partch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224, USA
Phone (503) 245-5352
Edward Jones - Financial Advisor: Anthony R Desantis
SEC File# 801-3297
CRD# 250
Location 12205 SW Tualatin Rd #205, Tualatin, OR 97062, USA
Phone (503) 427-2267
Deshaw & Downey - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6650 SW Redwood Ln Ste 160, Portland, OR 97224, USA
Phone (503) 655-7621
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Shawn Downey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6650 SW Redwood Ln Ste 160, Portland, OR 97224, USA
Phone (503) 655-7621
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Flynn Financial Partners
Location 17355 Lower Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 228-7172
Encompass Wealth Advisors, LLC
SEC File# 801-79393
CRD# 170807
Location 15350 SW Sequoia Pkwy #250, Portland, OR 97224, USA
Phone (971) 371-3451
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
ATPA
Location 7600 SW Mohawk St, Tualatin, OR 97062, USA
Phone (503) 454-3800
Ren Financial
Location 5200 Meadows Rd, Lake Oswego, OR 97035, USA
Phone (503) 906-1707
Edward Jones - Financial Advisor: David Ross
SEC File# 801-3297
CRD# 250
Location 17040 Pilkington Rd Ste 206, Lake Oswego, OR 97035, USA
Phone (503) 635-0651
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 – 6:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Rick Grad - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8215 SW Tualatin-Sherwood Rd Ste 200, Tualatin, OR 97062, USA
Phone (503) 963-3764
Goal Line Financial
3 out of 5
Location 8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, USA
Phone (503) 963-3764
Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 6650 SW Redwood Ln Ste 160, Portland, OR 97224, USA
Phone (503) 655-7621
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Clear Financial Partners
3 out of 5
Location 15573 Bangy Rd Suite 100, Lake Oswego, OR 97035, USA
Phone (503) 579-1000
Edward Jones - Financial Advisor: Cody M Calabrese
SEC File# 801-3297
CRD# 250
Location 16037 SW Upper Boones Ferry Rd Suite 375, Portland, OR 97224, USA
Phone (503) 486-2726
Lettin & Company Inc.
Location 17685 SW 65th Ave #500, Lake Oswego, OR 97035, USA
Phone (503) 925-0554
Edward Jones - Financial Advisor: Darrell Geymann
SEC File# 801-3297
CRD# 250
Location 15350 SW Sequoia Pkwy Suite 110, Portland, OR 97224, USA
Phone (503) 885-0136
Kevin Bacewich - COUNTRY Financial representative
Location 8100 SW Nyberg St Ste 300, Tualatin, OR 97062, USA
Phone (503) 885-8756
Rote CPA and Consulting
5 out of 5
Location 7427 SW Coho Ct, Tualatin, OR 97062, USA
Phone (503) 272-6264
JSM & Associates
Location 10944 SW Gram St, Tualatin, OR 97062, USA
Phone (503) 454-0466
Sunrise Financial Solutions
Location Tualatin, OR 97062, USA
Phone (503) 885-8616
Ken Guffey II - COUNTRY Financial Representative
5 out of 5
Location 8100 SW Nyberg St #300, Tualatin, OR 97062, USA
Phone (503) 447-4990
Edward Jones
SEC File# 801-3297
CRD# 250
Location 8100 SW Nyberg St #105, Tualatin, OR 97062, USA
Phone (503) 691-2989
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224, USA
Phone (503) 245-5352
Financial Crime Investigations
Location 8720 SW Tualatin Rd, Tualatin, OR 97062, USA
Phone (503) 563-5224
Vision Financial Services
Location 8215 SW Tualatin-Sherwood Rd, Tualatin, OR 97062, USA
Phone (503) 691-7099
Gregoire Raymand
Location 8215 SW Tualatin-Sherwood Rd, Tualatin, OR 97062, USA
Phone (503) 691-8688
Financial Advisors | U.S. Bancorp Investments
Location 7755 SW Nyberg St, Tualatin, OR 97062, USA
Phone (503) 692-1015
ROI Financial Advisors, LLC
SEC File# 801-121903
CRD# 160100
Location 17355 Boones Ferry Rd Suite D, Lake Oswego, OR 97035, USA
Phone (503) 941-5925
Mapmakers Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224, USA
Phone (503) 245-5352
Robert Pugh
SEC File# 801-38618
CRD# 16164
Location 7421 SW Bridgeport Rd Suite H-225, Portland, OR 97224, USA
Phone (503) 684-4010
Money Concepts and Taxes
Location 12910 SW Fischer Rd, Tigard, OR 97224, USA
Phone (503) 590-2933
Peter W. Spiekerman - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 387-8472
Bridgeport Village Financial Center
SEC File# 801-38618
CRD# 16164
5 out of 5
Location 7421 SW Bridgeport Rd #225, Portland, OR 97224, USA
Phone (503) 684-4010
Tonya Nichols - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 387-8467
Monero Help
SEC File# 801-111055
CRD# 158043
Location 11407 SW Amu St., Suite #ACQ530, Tualatin, OR 97062, USA
Kristen Winter - Financial Professional
Location 7421 SW Bridgeport Rd suite h-225 b, Portland, OR 97224, USA
Phone (503) 516-7374
Edward Jones - Financial Advisor: Holly K McNeil, CFP®
SEC File# 801-3297
CRD# 250
Location 11535 SW Durham Rd Ste C-2, Tigard, OR 97224, USA
Phone (503) 624-6001
Financial Planners Northwest
Location 5000 Meadows Rd #450, Lake Oswego, OR 97035, USA
Phone (503) 595-0077
Acuity Financial Group Inc
Location 9005 SW Stono Dr, Tualatin, OR 97062, USA
Phone (503) 692-9510
Edward Jones - Financial Advisor: Christine R Leffler
SEC File# 801-3297
CRD# 250
Location 20015 SW Pacific Hwy Suite 203, Sherwood, OR 97140, USA
Phone (503) 625-4934
Edward Jones - Financial Advisor: Greg McMillin
SEC File# 801-3297
CRD# 250
Location 8100 SW Nyberg St Suite 120, Tualatin, OR 97062, USA
Phone (503) 692-3175
Chuck Gall - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 833-5244
Edward Jones - Financial Advisor: Pat Crowell
SEC File# 801-3297
CRD# 250
Location 17040 Pilkington Rd #206, Lake Oswego, OR 97035, USA
Phone (503) 635-0651
Financial Advisors in Tualatin, OR

Where Certified Financial Advisors in Tualatin, OR Serve

Tualatin is a city located in Oregon and is part of the Portland metropolitan area. The city is home to several major employers, including Nike and Intel. Some of the major highways and streets in Tualatin include Interstate 5, Oregon Route 217, and Main Street. The neighborhoods in Tualatin include Nyberg Rivers, Autumn Ridge, and West Haven-Sylvan.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Tualatin, OR residents can benefit from the many services that banks provide. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and investment advice. In addition to these traditional banking products and services, many banks now offer online banking and mobile banking options that make it easy for customers to access their account information from anywhere at any time.

Insurance Broker

Tualatin, OR residents can benefit from the services of insurance brokers.An insurance broker is a professional who helps people find the best insurance policies for their needs. They work with a variety of insurance companies, so they have a wide range of options to choose from. This allows them to find the best policy for each individual or business.Insurance brokers are also experts on insurance law and regulations. They know which policies will provide the most coverage, and they can help customers avoid costly mistakes. They can also help businesses get the best rates possible on their commercial liability insurance.

Retirement Planning

Most Tualatin, OR residents are familiar with the services that financial advisors provide when it comes to retirement planning. However, many people may not be aware of all the different aspects that go into effective retirement planning. Financial advisors can help by providing guidance on a wide range of topics, from choosing the right type of retirement account to investing for retirement income. They can also help retirees stay on track with their plan by providing regular reviews and updates.

Wealth Management

Tualatin, OR residents who are looking for a way to manage their wealth can find what they need at a wealth management firm. Wealth management firms offer a wide variety of services, including investment advice, estate planning, and tax preparation. They can help you make the most of your money and protect your assets.

Estate Planning Lawyer

Estate planning lawyers can help Tualatin, OR residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning lawyers can help Tualatin, OR residents make sure their property goes to the right people and that their wishes are carried out. In addition, estate planning lawyers can provide guidance on tax issues and other legal matters related to death. If you're interested in protecting your assets and ensuring your loved ones are taken care of, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Tualatin, OR can help residents by providing them with the best mortgage rates and terms available. In addition, they can also provide advice on what type of mortgage is best for each individual, depending on their financial situation. By working with a mortgage loan officer, residents can be sure that they are getting the best deal possible on their home loan.

Tax Services

Residents of Tualatin, OR can benefit from the help of a tax accountant. A tax accountant can help residents understand their taxes and file their returns correctly. They can also help residents find deductions and credits that they may be eligible for. Residents who are looking for assistance with their taxes should consider hiring a tax accountant.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Tualatin, OR