Insurance Broker in Lake Oswego, OR

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Top Lake Oswego, OR Insurance Brokerages

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Dave Milloy - State Farm Insurance Agent
5 out of 5
Location 16146 Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 747-3312
Directions
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Oak Tree Insurance Inc
5 out of 5
Location 5335 Meadows Rd # 101, Lake Oswego, OR 97035, USA
Phone (503) 635-3303
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Building Insurance & Risk
Location 16905 Chapin Way, Lake Oswego, OR 97034, USA
Phone (503) 504-7619
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Elsa Goebel, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 4949 Meadows Rd Ste 650, Lake Oswego, OR 97035, USA
Phone (503) 462-0538
Directions
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Liberty Mutual Insurance Agent, Ed Lief
5 out of 5
Location 4949 Meadows Rd Suite 650, Lake Oswego, OR 97035, USA
Phone (503) 462-0530
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Randall Mabrey, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 4949 Meadows Rd Ste 650, Lake Oswego, OR 97035, USA
Phone (503) 462-0532
Directions
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Karl Cofell, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 4949 Meadows Rd Ste 650, Lake Oswego, OR 97035, USA
Phone (503) 430-2651
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Insurance Brokers in Lake Oswego, OR

Where Lake Oswego, OR Auto, Life & Health Insurance Brokers Serve

Lake Oswego is a picturesque city in Oregon, known for its natural beauty and prestigious neighborhoods. The city is home to a number of landmarks that attract visitors from all over, including the Oswego Lake, Tryon Creek State Natural Area, and the historic Iron Furnace. Lake Oswego is also a hub for major employers, with companies like Nike, Intel, and Hewlett-Packard having a significant presence in the area. Major highways and streets that run through the city include Interstate 5, Highway 43, and Boones Ferry Road. The neighborhoods in Lake Oswego are diverse and offer a range of housing options, from luxury waterfront homes to cozy bungalows in tree-lined streets. Some of the most popular neighborhoods in Lake Oswego include Lake Grove, Westlake, and Mountain Park. With its natural beauty, thriving economy, and charming neighborhoods, Lake Oswego is a city that truly has something for everyone.

Lake Oswego, OR Insurance Broker Related Services

Banks and Credit Unions

Residents of Lake Oswego, OR can benefit from a bank in several ways. Firstly, a bank can provide financial services such as savings and checking accounts, loans, and credit cards. This is particularly important in Lake Oswego, as it is an affluent city with a high cost of living. Additionally, a bank can offer investment advice and services, helping residents to grow their wealth and plan for the future. Furthermore, a bank can provide convenience through online banking and mobile apps, allowing residents to manage their finances from the comfort of their homes. Another way that a bank can help residents of Lake Oswego is by offering specialized services for small businesses, which are a significant part of the local economy. Overall, a bank can provide essential financial support and services to the residents of Lake Oswego, helping them to achieve their financial goals and thrive in this vibrant community.

Retirement Planning

Residents of Lake Oswego, OR could greatly benefit from the services of a retirement planner. With its affluent population and high cost of living, planning for retirement can be a daunting task. A retirement planner could help navigate the complexities of investment options and tax strategies, ensuring that residents are making the most of their retirement savings. Additionally, Lake Oswego has a large population of small business owners and entrepreneurs, who may have unique retirement planning needs. A retirement planner could provide tailored solutions for these individuals, such as setting up a solo 401(k) or SEP-IRA. Overall, a retirement planner could provide invaluable guidance and peace of mind for residents of Lake Oswego as they prepare for their golden years.

Wealth Management

Residents of Lake Oswego, OR can benefit from the expertise of a wealth manager in a variety of ways. One specific need that stands out in this affluent community is the management of multiple income streams. With a median household income of over $100,000, many residents have complex financial portfolios that require careful management. A wealth manager can help navigate the intricacies of investment portfolios, tax planning, and estate planning to ensure that all income streams are optimized and protected. Additionally, with Lake Oswego's high cost of living, a wealth manager can provide guidance on budgeting and debt management to help residents achieve their financial goals. Overall, a wealth manager can provide invaluable support to residents of Lake Oswego in managing their wealth and securing their financial futures.

Financial Advisor

Residents of Lake Oswego, OR could greatly benefit from the services of a financial advisor. With its affluent population and high cost of living, many individuals in this area may struggle to manage their finances effectively. A financial advisor could provide guidance on a range of financial matters, including retirement planning, investment strategies, and debt management. Additionally, with Lake Oswego's proximity to Portland, residents may have unique opportunities for investment in the tech and startup industries that a financial advisor could help them navigate. By working with a financial advisor, residents of Lake Oswego could better manage their finances, plan for their future, and take advantage of the many financial opportunities available to them.

Mortgage Loan Officer

Residents of Lake Oswego, OR can benefit from the expertise of a mortgage loan officer in several ways. Firstly, they can help individuals navigate the complex and ever-changing mortgage market, providing them with personalized advice and guidance on the best loan options available to them. Specifically, given that Lake Oswego is a wealthy suburb of Portland, with a median home value of over $800,000, a mortgage loan officer can help residents secure jumbo loans that are necessary for purchasing high-end properties. Additionally, they can assist with pre-approvals, ensuring that buyers are ready to make competitive offers on homes in Lake Oswego's competitive housing market. Furthermore, mortgage loan officers can also help homeowners refinance their mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. Overall, the knowledge and support of a mortgage loan officer can make a significant difference in the financial well-being of Lake Oswego residents.

Tax Services

Residents of Lake Oswego, OR could greatly benefit from the guidance of a tax advisor in a number of ways. With its affluent population and high property values, Lake Oswego is known for its complex tax landscape. A skilled tax advisor can help individuals navigate this complexity by providing tailored advice on tax planning, compliance, and optimization. For instance, a tax advisor can help residents of Lake Oswego minimize their tax liabilities by identifying deductions and credits that are unique to the area, such as the Oregon Cultural Trust tax credit. Additionally, a tax advisor can assist residents with estate planning, a particularly important consideration in Lake Oswego where many residents have significant assets. By providing expert tax advice and guidance, a tax advisor can help residents of Lake Oswego maximize their financial well-being and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Lake Oswego, OR could greatly benefit from the services of an estate planning lawyer. With a population of over 38,000 people, Lake Oswego is a thriving community that is home to numerous affluent individuals and families. An estate planning lawyer can assist residents in creating a comprehensive plan for the distribution of their assets and property upon their passing. This can include drafting wills, trusts, and other legal documents that ensure their wishes are carried out and their loved ones are taken care of. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that are unique to Lake Oswego, OR, and ensure that their estates are protected from unnecessary taxes and fees. With the help of an experienced estate planning lawyer, residents of Lake Oswego can have peace of mind knowing that their legacy and assets are secure for future generations.

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