Retirement Planning in Lake Oswego, OR

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Top Retirement Planners in Lake Oswego, OR

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Flynn Financial Partners
Location 17355 Lower Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 228-7172
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Aegis Financial Advisory, LLC
Location 5200 Meadows Rd #150, Lake Oswego, OR 97035, USA
Phone (503) 290-1089
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Solid Rock Wealth Management, LLC
Location 4800 Meadows Rd #300, Lake Oswego, OR 97035, USA
Phone (503) 747-8708
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Merrill Lynch Wealth Management Advisor Katherine L. O'Brien
Location 4004 Kruse Way Pl #100, Lake Oswego, OR 97035, USA
Phone (503) 699-7250
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AIO Fee Only Financial Advisors
Location 5200 SW, Meadows Rd #200, Lake Oswego, OR 97035, USA
Phone (503) 714-3797
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Ren Financial
SEC File# 801-79496
CRD# 119066
Location 5200 Meadows Rd, Lake Oswego, OR 97035, USA
Phone (503) 906-1707
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Wellstone Wealth Management
5 out of 5
Location 5800 Meadows Rd Suite 210, Lake Oswego, OR 97035, USA
Phone (503) 594-1210
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Clear Financial Partners
3 out of 5
Location 15573 Bangy Rd Suite 100, Lake Oswego, OR 97035, USA
Phone (503) 579-1000
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SEC File# 801-72137
CRD# 25853
Location 5885 Meadows Rd, Lake Oswego, OR 97035, USA
Phone (503) 828-3350
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Pacific Coast Investment Advisors
Location SW, 5285 Meadows Rd #315, Lake Oswego, OR 97035, USA
Phone (503) 968-2500
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Oppenheimer & Co Inc
Location 5000 Meadows Rd Suite 430, Lake Oswego, OR 97035, USA
Phone (503) 495-7417
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SEC File# 801-119724
CRD# 311184
5 out of 5
Location 5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Phone (503) 225-1700
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WBH Financial Services
Location 4500 Kruse Way # 130, Lake Oswego, OR 97035, USA
Phone (503) 699-9200
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Lifelong Wealth Management
5 out of 5
Location 5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Phone (503) 747-6534
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Point Forward Wealth Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 334 3rd St, Lake Oswego, OR 97034, USA
Phone (503) 620-7500
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D.A. Davidson & Co.
5 out of 5
Location 2 Centerpointe Dr #325, Lake Oswego, OR 97035, USA
Phone (503) 619-4950
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Retirement Planning in Lake Oswego, OR

About Lake Oswego, OR for Those Planning to Retire

Lake Oswego, OR is a bustling city with a plethora of landmarks and attractions that draw in both tourists and locals alike. The city is home to the beautiful Oswego Lake, which is surrounded by gorgeous parks and trails that are perfect for outdoor enthusiasts. Additionally, Lake Oswego is known for its top employers, such as Nike, Intel, and Providence Health & Services, which provide ample job opportunities for residents. Major highways and streets, including Interstate 5 and State Route 43, make transportation in and out of the city a breeze. As for neighborhoods, Lake Oswego boasts a variety of unique and charming communities, including Mountain Park, First Addition, and Westlake. Whether you're looking for a quiet suburban retreat or a bustling city experience, Lake Oswego has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lake Oswego, OR could benefit from a bank in various ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, and loans. With the average household income in Lake Oswego being higher than the national average, residents may have more money to save and invest. A bank can offer investment opportunities, such as mutual funds and stocks, which can help residents grow their wealth over time. Additionally, Lake Oswego is known for its high-quality schools, and a bank can provide student loans to help parents pay for their children's education. Furthermore, Lake Oswego is surrounded by natural beauty, including Oswego Lake and Tryon Creek State Natural Area. A bank can offer loans for recreational vehicles or boats, allowing residents to fully enjoy the area's natural resources. Overall, a bank can provide valuable financial services to residents of Lake Oswego, helping them achieve their financial goals and enjoy all that the area has to offer.

Insurance Broker

Residents of Lake Oswego, OR can benefit from the expertise of an insurance broker in a variety of ways. One specific example is the fact that Lake Oswego is known for its high-end homes and affluent residents. An insurance broker can help these homeowners navigate the complexities of insuring their valuable properties, including finding policies that cover specific risks such as earthquake damage or water damage from the nearby Willamette River. Additionally, Lake Oswego has a large population of retirees, who may have unique insurance needs such as long-term care coverage or Medicare supplement plans. An insurance broker can help these residents find the right policies to meet their needs and budget. Overall, an insurance broker can provide valuable guidance and support to residents of Lake Oswego, helping them protect their assets and plan for the future.

Wealth Management

Residents of Lake Oswego, OR can benefit from the assistance of a wealth manager in several ways. One specific aspect of Lake Oswego that a wealth manager can help with is the high cost of living. With a median home price of over $800,000, many residents may struggle to manage their finances effectively. A wealth manager can provide guidance on budgeting, investment strategies, and estate planning to help individuals and families make the most of their resources. Additionally, Lake Oswego is home to many successful business owners and entrepreneurs who may need help with managing their wealth and planning for the future. A wealth manager can provide tailored advice and support to help these individuals achieve their financial goals. Overall, a wealth manager can be a valuable resource for anyone looking to navigate the complexities of wealth management in Lake Oswego, OR.

Financial Advisor

Residents of Lake Oswego, OR could benefit from the expertise of a financial advisor in a number of ways. For example, with the median home price in Lake Oswego being significantly higher than the national average, a financial advisor could offer guidance on how to save for a down payment or navigate the complexities of the local real estate market. Additionally, with the city's high concentration of wealthy residents, a financial advisor could provide advice on investment strategies and tax planning that could help them maximize their wealth. Furthermore, with the city's proximity to Portland and its bustling tech industry, a financial advisor could help residents take advantage of opportunities in the growing field of tech investing. Ultimately, a financial advisor can help residents of Lake Oswego navigate the complexities of their unique financial situations and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Lake Oswego, OR can benefit from the expertise of a mortgage loan officer in several ways. One specific aspect of Lake Oswego that requires specialized knowledge is the local real estate market. A mortgage loan officer can provide guidance on the best neighborhoods to buy a home in, as well as the current trends in home prices and interest rates. Additionally, they can help residents navigate the complex process of obtaining a mortgage, including filling out paperwork, securing pre-approval, and negotiating with lenders. With their extensive knowledge of the mortgage industry, a loan officer can help residents find the best possible loan terms and ensure that they are making a sound financial decision. Overall, the assistance of a mortgage loan officer can be invaluable for residents of Lake Oswego, OR looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Lake Oswego, OR can benefit greatly from the expertise of a tax advisor. With the city's high median household income and large number of affluent residents, tax planning and preparation can be complex and time-consuming. A tax advisor can assist with navigating the intricacies of federal and state tax laws, identifying deductions and credits specific to the area, and developing strategies to minimize tax liabilities. Additionally, Lake Oswego is home to many small business owners and entrepreneurs, who may require specialized tax advice related to business formation, accounting, and compliance. A tax advisor can provide valuable guidance in these areas, helping businesses stay in compliance with regulations and maximize their financial success. Overall, the services of a tax advisor can be invaluable to residents of Lake Oswego, ensuring they remain in good financial standing and avoid any costly mistakes.

Estate Planning Lawyer

Residents of Lake Oswego, OR can benefit from the services of an estate planning lawyer in several ways. One specific aspect that sets Lake Oswego apart is its high median household income, which means that residents may have more assets to protect and pass down to their loved ones. An estate planning lawyer can assist with creating wills, trusts, and other legal documents that ensure assets are distributed according to the individual's wishes and minimize tax liabilities. Additionally, an estate planning lawyer can help with healthcare directives, guardianship arrangements, and business succession planning. With the complex legal landscape surrounding estate planning, having a knowledgeable lawyer on your side can provide peace of mind and ensure that your wishes are carried out appropriately.

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