Retirement Planning in Clackamas County, OR

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Top Retirement Planners in Clackamas County, OR

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Pacific Retirement Planning
Location 16 NW Bella Vista Ave, Gresham, OR 97030, USA
Phone (503) 661-6633
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 11521 SE Sunnyside Rd, Clackamas, OR 97015, USA
Phone (503) 404-1153
Directions
SEC File# 801-112242
CRD# 290885
Location 10151 SE Sunnyside Rd #400, Clackamas, OR 97015, USA
Phone (503) 387-6869
Directions
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Householder Group
SEC File# 801-78565
CRD# 169045
Location 10135 SE Sunnyside Rd Suite 210, Clackamas, OR 97015, USA
Phone (503) 353-9700
Directions
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Public Employees Retirement
4 out of 5
Location 11410 SW 68th Pkwy, Tigard, OR 97223, USA
Phone (888) 320-7377
Directions
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True Path Capital Strategies, LLC
5 out of 5
Location 2292 Rogue Way, West Linn, OR 97068, USA
Phone (360) 787-9317
Directions
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Miramont Pointe
4 out of 5
Location 11520 SE Sunnyside Rd, Clackamas, OR 97015, USA
Phone (503) 698-1600
Directions
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BPG Wealth Management
5 out of 5
Location 10151 SE Sunnyside Rd Suite 460, Clackamas, OR 97015, USA
Phone (503) 654-7676
Directions
SEC File# 801-71249
CRD# 148713
Location 12901 SE 97th Ave #390, Clackamas, OR 97015, USA
Phone (503) 636-2022
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
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Clackamas County Planning
5 out of 5
Location Development Services Building, 150 Beavercreek Rd, Oregon City, OR 97045, USA
Phone (503) 742-4500
Directions
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CCB Financial Services
Location 38975 Proctor Blvd, Sandy, OR 97055, USA
Phone (503) 668-2530
Directions
Retirement Planning in Clackamas County, OR

About Clackamas County, OR for Those Planning to Retire

Nestled in the heart of Oregon, Clackamas County boasts a plethora of landmarks that are sure to delight any visitor. From the towering Mount Hood to the serene Willamette River, there is no shortage of natural beauty to be found here. The county is also home to several historic sites, including the Oregon City Municipal Elevator and the End of the Oregon Trail Interpretive Center. In terms of employment, Clackamas County is home to a diverse range of top employers. Major companies such as Intel, Kaiser Permanente, and Nike all have a strong presence here, providing ample job opportunities for residents. Additionally, the county is home to several thriving small businesses, adding to the area's economic vibrancy. Navigating Clackamas County is made easy thanks to its extensive network of highways and streets. Major thoroughfares such as Interstate 205 and Highway 224 provide convenient access to nearby cities and attractions.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Clackamas County, OR can benefit from banks in various ways. For starters, banks can provide financial assistance to individuals and small businesses in the region. This is especially important in Clackamas County, which is home to a growing number of small businesses that require capital to expand. Additionally, banks can help residents manage their finances by offering savings accounts, checking accounts, and credit cards. This is critical in Clackamas County, where the cost of living is relatively high compared to other parts of Oregon. Furthermore, banks can provide financial education to residents, helping them to make informed decisions about their money. This is particularly important in Clackamas County, where the population is diverse and includes many individuals who may not have had access to financial education in the past. Overall, banks play a vital role in the financial well-being of Clackamas County residents, providing them with the tools and resources they need to succeed.

Insurance Broker

Residents of Clackamas County, OR can benefit greatly from the services of an insurance broker. With the county's diverse population, ranging from suburbanites to rural farmers, an insurance broker can help individuals and businesses navigate the complex world of insurance policies. For instance, an insurance broker can assist farmers in the county with finding crop insurance that is tailored to their specific needs, taking into consideration factors such as soil type, weather patterns, and market demand. Additionally, an insurance broker can help residents of the county who live in areas prone to natural disasters, such as wildfires or floods, find comprehensive coverage that protects their homes and property. With the expertise of an insurance broker, residents of Clackamas County can rest assured that they have the right coverage to protect themselves and their assets.

Wealth Management

Residents of Clackamas County, OR can benefit greatly from the services of a wealth manager. With the county's population growing at a rapid pace, many individuals and families are looking for ways to manage their finances effectively. A wealth manager can assist with a variety of financial planning needs, including retirement planning, investment management, tax planning, and estate planning. Additionally, Clackamas County has a diverse economy, with industries such as healthcare, manufacturing, and technology. A wealth manager can help individuals navigate the complexities of these industries and make informed investment decisions. With the cost of living in Clackamas County being higher than the national average, a wealth manager can also provide guidance on managing debt, budgeting, and saving for long-term financial goals. Overall, a wealth manager can provide invaluable support to residents of Clackamas County, helping them achieve financial stability and security in an increasingly complex financial landscape.

Financial Advisor

Residents of Clackamas County, OR can greatly benefit from the guidance of a financial advisor. With the county's booming economy and diverse population, there are various financial challenges that the residents face. For instance, the county is home to a large number of retirees, and a financial advisor can help them navigate their retirement savings and investments. Additionally, the county is known for its high cost of living, and a financial advisor can assist residents in creating a budget and finding ways to save money. Furthermore, with the county's proximity to Portland, there are many job opportunities, but also a higher cost of living. A financial advisor can help residents make smart financial decisions when it comes to purchasing a home or investing in the stock market. Overall, a financial advisor can help Clackamas County residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Clackamas County, OR can benefit from the assistance of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex and ever-changing housing market in Clackamas County, which is known for its diverse range of housing options, from sprawling suburban homes to cozy apartments in urban areas. With their knowledge of the local real estate market, a mortgage loan officer can help residents find the right mortgage product that suits their unique needs and budget. Additionally, many residents of Clackamas County may be self-employed or have irregular income streams, which can make it challenging to secure a mortgage. A mortgage loan officer can help these residents by providing guidance on how to improve their credit score, increase their income, or find alternative sources of financing. Overall, a mortgage loan officer can be a valuable resource for residents of Clackamas County who are looking to buy or refinance a home in this vibrant and dynamic community.

Tax Services

Residents of Clackamas County, OR can benefit from the services of a tax advisor in a multitude of ways. A tax advisor can help residents navigate the complex tax laws and regulations that are specific to Clackamas County. For example, Clackamas County has a unique property tax system that requires residents to pay taxes based on the value of their property. A tax advisor can help residents understand how this system works and ensure that they are paying the correct amount of taxes. Additionally, a tax advisor can help residents with tax planning, which can save them money in the long run. This may include advice on how to structure their investments or how to take advantage of tax credits and deductions. Overall, a tax advisor can provide invaluable assistance to residents of Clackamas County, helping them to navigate the intricacies of the tax system and save money on their taxes.

Estate Planning Lawyer

Residents of Clackamas County, OR can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account the unique needs of the individual and their family. This plan can include the creation of wills, trusts, and other legal documents that ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with the designation of beneficiaries, the establishment of powers of attorney, and the creation of healthcare directives. In Clackamas County, OR, where the population is growing rapidly, an estate planning lawyer can also help residents navigate complex tax laws and plan for the future of their businesses or other assets. With the help of an estate planning lawyer, residents of Clackamas County, OR can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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