Clackamas County, OR Financial Advisors and Resources



Financial Advisor Firms in Clackamas County, OR


JENSEN INVESTMENT MANAGEMENT INC.

Website

(503) 726-4384

5500 Meadows Road
Suite 200
Lake Oswego, OR 97035

SEC#: 801-32726
Years in Business: 33 years

CWC ADVISORS, LLC

Website

(503) 968-0950

5800 Meadows Road
Suite 230
Lake Oswego, OR 97035

SEC#: 801-62369
Years in Business: 18 years

CGC FINANCIAL SERVICES

Website

(503) 670-1958

5 Centerpointe Dr Suite 550

Lake Oswego, OR 97035

SEC#: 801-78845
Years in Business: 7 years

VERGEPOINTE WEALTH MANAGEMENT, LLC

Website

(503) 684-0100

5285 Meadows Road
Suite 161
Lake Oswego, OR 97035

SEC#: 801-70579
Years in Business: 12 years

DELAP WEALTH ADVISORY, LLC

Website

(503) 697-4118

5885 Meadows Road
Suite 200
Lake Oswego, OR 97035

SEC#: 801-118278
Years in Business: 1 years

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Website

(503) 224-7828

310 N. State Street
Suite 214
Lake Oswego, OR 97034

SEC#: 801-32066
Years in Business: 33 years

NORTHWEST INVESTMENT COUNSELORS

Website

(800) 685-7884

5885 Meadows Road, Suite 860

Lake Oswego, OR 97035

SEC#: 801-56301
Years in Business: 22 years

HORST & GRABEN WEALTH MANAGEMENT, LLC

Website

(503) 342-8900

3 Centerpoint Drive
Ste 410
Lake Oswego, OR 97035

SEC#: 801-113498
Years in Business: 3 years

WILLAMETTE FINANCIAL ADVISORS, LLC

Website

(503) 747-0306

5335 Sw Meadows Road
Suite 240
Lake Oswego, OR 97035

SEC#: 801-112193
Years in Business: 3 years


How Retirement-Friendly is Clackamas County, OR?

  • Population: 410,463
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $404,600
  • Average Monthly Housing Cost: $1,477
  • Average Household Income: $106,216
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)


Clackamas County, OR Financial Advisor FAQs

Whether you need a financial advisor depends on the complexity of your finances. Some people will require an advisor if they have a moderate portfolio,
Financial advisors are professionals that offer guidance to client's personal financial matters. They use a vast array of skills and backgrounds to provide ample knowledge into investing, saving, retirement, business growth etc.
Get references from friends, colleagues, neighbors-anyone who could tell you about an advisor's character, ethics and ability to work with clients. Take advantage of free preliminary consultations offered by many advisors before making an appointment to discuss money topics such as retirement planning or college funding with them in person or on the phone.
You may find a financial advisor through your significant other or work environment. It is advised that you do not trust these advisors unconditionally and ask them to give you their credentials and license number before working with them on your portfolio.