Banks & Credit Unions in Lake Oswego, OR

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Bank Branches and ATMs in Lake Oswego, OR

Bank of America (with Drive-thru services)
5 out of 5
Location 400 4th St, Lake Oswego, OR 97034, USA
Phone (503) 635-1561
Directions
First Citizens Bank
4 out of 5
Location 15700 Boones Ferry Rd Suite A, Lake Oswego, OR 97035, USA
Phone (503) 534-5900
Directions
Northwest Bank
5 out of 5
Location 4900 Meadows Rd Ste #410, Lake Oswego, OR 97035, USA
Phone (503) 906-3939
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Pacific West Bank
5 out of 5
Location 5200 Meadows Rd #100, Lake Oswego, OR 97035, USA
Phone (503) 905-2250
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Columbia Bank
4 out of 5
Location 5000 Meadows Rd Suite 100, Lake Oswego, OR 97035, USA
Phone (503) 624-5864
Directions
HomeStreet Bank
4 out of 5
Location 3970 SW Mercantile Dr Ste 105, Lake Oswego, OR 97035, USA
Phone (503) 445-4550
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KeyBank
3 out of 5
Location 256 A Ave, Lake Oswego, OR 97034, USA
Phone (503) 635-4331
Directions
KeyBank
4 out of 5
Location 16210 Bryant Rd, Lake Oswego, OR 97035, USA
Phone (503) 635-6671
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U.S. Bank Branch
4 out of 5
Location 333 S State St, Lake Oswego, OR 97034, USA
Phone (503) 636-7161
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Umpqua Bank
5 out of 5
Location 201 B Ave Suite 100, Lake Oswego, OR 97034, USA
Phone (503) 697-5300
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U.S. Bank Branch
3 out of 5
Location 14800 Kruse Oaks Blvd, Lake Oswego, OR 97035, USA
Phone (503) 620-4478
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Chase Bank
4 out of 5
Location 4155 Mercantile Dr, Lake Oswego, OR 97035, USA
Phone (503) 697-6868
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M&T Bank
2 out of 5
Location 4949 Meadows Rd #500, Lake Oswego, OR 97035, USA
Phone (503) 534-4700
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Chase Bank
3 out of 5
Location 111 S State St, Lake Oswego, OR 97034, USA
Phone (503) 636-1141
Directions
U.S. Bank Branch
4 out of 5
Location 16480 Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 635-4441
Directions
Wells Fargo Bank
4 out of 5
Location 522 A Ave, Lake Oswego, OR 97034, USA
Phone (503) 697-1819
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Wells Fargo Bank
4 out of 5
Location 15955 Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 342-4228
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Bank of the West
4 out of 5
Location 16555 Boones Ferry Rd Ste 100, Lake Oswego, OR 97035, USA
Phone (503) 207-1100
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The Bank Of Oswego
1 out of 5
Location Lake Oswego, OR 97035, USA
Phone (925) 285-5084
Directions
Banks in Lake Oswego, OR

Where Lake Oswego, OR Banks & Credit Unions Serve

Lake Oswego, located in the heart of Oregon, is a vibrant city with a rich history and diverse culture. The city is home to several landmarks, including the Oswego Heritage House and Museum, the Tryon Creek State Natural Area, and the Lake Oswego Farmers' Market. These landmarks offer residents and visitors alike a glimpse into the city's past, present, and future. Top employers in Lake Oswego include the Lake Oswego School District, the City of Lake Oswego, and the Providence Health & Services. These employers provide residents with a wide range of job opportunities and contribute to the city's economic growth. Major highways and streets in Lake Oswego include Interstate 5, Highway 43, and Boones Ferry Road. These thoroughfares connect the city to other major cities in the region and make it easy for residents to travel to work, school, and other destinations. Lake Oswego is home to several neighborhoods, each with its own unique character and charm.

Lake Oswego, OR Banking Related Services

Insurance Broker

Residents of Lake Oswego, OR can benefit greatly from the services of an insurance broker. With the city's high median household income and expensive real estate, an insurance broker can help residents find policies that fit their unique needs and budget. For example, Lake Oswego is known for its abundance of waterfront properties, which may require specialized insurance coverage. An insurance broker can assist residents in finding policies that protect their homes and personal property from potential water damage. Additionally, an insurance broker can offer guidance on policies that cover liability in case of accidents or injuries on a resident's property, which can provide peace of mind for homeowners. Overall, an insurance broker can help residents of Lake Oswego navigate the complex world of insurance and find the best policies to meet their individual needs.

Retirement Planning

Residents of Lake Oswego, OR can benefit greatly from the services of a retirement planner. One specific way that a retirement planner can help is by guiding residents through the process of creating a retirement plan that takes into account the high cost of living in the area. Lake Oswego is known for its affluent community and expensive real estate, which can make it challenging for retirees to maintain their standard of living without proper planning. A retirement planner can help residents develop a comprehensive financial plan that considers factors such as healthcare costs, property taxes, and inflation, ensuring that they can enjoy a comfortable retirement in Lake Oswego.

Wealth Management

Residents of Lake Oswego, OR can benefit greatly from the services of a wealth manager. With its affluent population and high cost of living, Lake Oswego residents may require assistance in managing their finances and investments. A wealth manager can provide personalized financial planning and investment strategies tailored to the individual needs of each resident. They can also offer guidance on tax planning, retirement planning, and estate planning. Additionally, with the strong focus on environmental sustainability in Lake Oswego, a wealth manager can help residents invest in socially responsible and environmentally conscious companies. Overall, a wealth manager can provide valuable assistance and peace of mind to residents of Lake Oswego, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lake Oswego, OR could greatly benefit from the guidance of a financial advisor. With a median household income of over $100,000, many residents have significant assets to manage and invest. A financial advisor could help them navigate the complex world of investments and make informed decisions about their money. Additionally, with Lake Oswego's high cost of living, a financial advisor could assist residents in creating a budget and saving for long-term goals like retirement or college tuition for their children. Overall, a financial advisor could provide valuable support and expertise to help Lake Oswego residents achieve financial security and stability.

Mortgage Loan Officer

Residents of Lake Oswego, OR may benefit from the expertise of a mortgage loan officer in several ways. Firstly, Lake Oswego is a sought-after location for homebuyers, and a loan officer can help residents navigate the competitive real estate market by providing insight into the current interest rates and mortgage options. Additionally, Lake Oswego is known for its high property values, and a loan officer can help residents secure financing for a home that meets their needs without exceeding their budget. Furthermore, Lake Oswego is a community that values sustainability and environmental consciousness, and a loan officer can assist residents in finding mortgage options that align with their eco-friendly goals, such as financing for energy-efficient home upgrades. Overall, a mortgage loan officer can provide valuable guidance and support to Lake Oswego residents looking to purchase or refinance a home.

Tax Services

Residents of Lake Oswego, OR could benefit from the expertise of a tax advisor in a variety of ways. One specific example is the potential impact of Oregon's unique tax structure on their financial situation. Oregon is one of only a few states that does not have a sales tax, but instead has a higher income tax rate. A tax advisor can help residents navigate this system and ensure they are taking advantage of all available deductions and credits. Additionally, with Lake Oswego's reputation as a wealthy community, a tax advisor can provide guidance on estate planning and minimizing tax liability for high net worth individuals. Overall, a tax advisor can provide valuable insights and strategies to help residents of Lake Oswego optimize their financial situation and plan for the future.

Estate Planning Lawyer

Residents of Lake Oswego, OR can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create plans for the distribution of their assets upon their passing, ensuring that their wishes are carried out and their loved ones are provided for. In Lake Oswego, where many residents own valuable waterfront properties and other high-value assets, an estate planning lawyer can help ensure that these assets are protected and passed down to future generations in the most efficient and tax-effective manner possible. Additionally, an estate planning lawyer can assist with other important tasks, such as setting up trusts, creating powers of attorney, and establishing healthcare directives, all of which can provide peace of mind and security for Lake Oswego residents and their families.

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