Lake Oswego, OR Financial Advisors and Resources



Financial Advisor Firms in Lake Oswego, 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 Lake Oswego, OR?

  • Population: 39,127
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $651,100
  • Average Monthly Housing Cost: $1,877
  • Average Household Income: $161,177
  • 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.)


Lake Oswego, OR Financial Advisor FAQs

A financial advisor handles a client's investments and helps the client improve their financial situation. An advisor clears up any possible confusions with your finances, gives sound advice on what to do next in order to optimize your bills and create security for you and your family. They give knowledge on how to make things be more manageable.
What is your investment philosophy? How often do you review my investments and portfolio? What do you see as the best type of investors for me to align with? What fees and costs will I incur and how does it all add up for me over time? Will we talk periodically about my progress together on these fronts, challenges, setbacks and successes?
The answer to this question can be complicated and varies from person to person. The fundamental thing you should remember is that it's never a bad time to start planning for your future and ensuring you’re not spending more than you make.
You can find a financial advisor by searching online for finding financial advisors. There are multiple websites that you could search through, but it's generally best to go with someone with an established track record.