
Find a Financial Advisor in Oregon City, OR
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We did the hard work of finding trustworthy partners in Oregon City, OR.
We Only Work With The Best Oregon City Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Oregon City, OR
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Financial Advisor Close to Oregon City, OR
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Oregon City, OR
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Oregon City, OR
We evaluated over 13,000 RIA firms to bring you the best of the best Oregon City financial advisors.
How Retirement-Friendly is Oregon City, OR?
- Population: 36,492
- % of Population 62 Years and Over: 19.1%
- Average Home Value: $362,300
- Average Monthly Housing Cost: $1,559
- Average Household Income: $89,376
- 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.)
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The Top Financial Advisor Firms in Oregon City, OR
CASCADE INVESTMENT ADVISORS, INC.
(503) 417-1950503 High Street
Oregon City, OR 97045
SEC#: 801-62891
Years in Business: 18 years
FOUNDERS FINANCIAL SECURITIES, LLC
(503) 344-65681017 Molalla Ave
Suite 5
Oregon City, OR 97045
SEC#: 801-66892
Years in Business: 15 years
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
(503) 655-45052895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045
SEC#: 801-71546
Years in Business: 11 years
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
(503) 655-45052895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045
SEC#: 801-71546
Years in Business: 11 years
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
(503) 655-45052895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045
SEC#: 801-71546
Years in Business: 11 years
FOUNDERS FINANCIAL SECURITIES, LLC
(503) 344-65681017 Molalla Ave
Suite 5
Oregon City, OR 97045
SEC#: 801-66892
Years in Business: 15 years
FOUNDERS FINANCIAL SECURITIES, LLC
(503) 344-6568516 High Street
Oregon City, OR 97045
SEC#: 801-66892
Years in Business: 15 years
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
(503) 655-45052895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045
SEC#: 801-71546
Years in Business: 11 years
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
(503) 655-45052895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045
SEC#: 801-71546
Years in Business: 11 years
Oregon City, OR Financial Advisor FAQs
Other Nearby Financial Advisors
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.