Wealth Management in Gresham, OR

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List of Firms

Gresham, OR Wealth Management Firms

Brian Horn, Waddell & Reed
Location 6830 SW Atlanta St Suite 200, Tigard, OR 97223, USA
Phone (971) 317-7011 ext. 200
Directions
Davis Jerry J CPA
Location 700 N Main Ave, Gresham, OR 97030, USA
Phone (503) 665-0173
Language https://www.jjdcpa.com/
Directions
Prudential
SEC File# 801-111055
CRD# 158043
1 out of 5
Location 1851 NW Civic Dr, Gresham, OR 97030, USA
Language https://www.prudential.com/
Directions
Chalmers, Stansfield & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1700 NW Civic Dr Ste 330, Gresham, OR 97030, USA
Phone (503) 489-1908
Language https://www.ameripriseadvisors.com/team/chalmers-associates/contact?cid=IP_local_google
Directions
The Construction Financial Management Company
Location 27831 SE Sweetbriar Rd, Troutdale, OR 97060, USA
Phone (503) 501-7230
Language https://the-construction-financial-management-company.business.site/
Directions
Peniche and Associates
5 out of 5
Location 22660 SE Stark St, Gresham, OR 97030, USA
Phone (503) 666-8538
Language https://leeannpenicheandassociates.com/
Directions
Landmark Tax & Investment Services
4 out of 5
Location 415 NE 4th St, Gresham, OR 97030, USA
Phone (503) 491-1000
Language http://www.landmarktaxandinvestment.com/
Directions
Tokola Properties
2 out of 5
Location 1700 NW Civic Dr #220, Gresham, OR 97030, USA
Phone (503) 489-0685
Language http://tokolaproperties.com/
Directions
Evergreen Property Management, Inc.
5 out of 5
Location 105 W Historic Columbia River Hwy, Troutdale, OR 97060, USA
Phone (971) 258-4799
Language https://evergreenpropertymgmt.com/
Directions
Hanover and Townsend Fine Property Management
5 out of 5
Location 5901 SE Haig St, Portland, OR 97206, USA
Phone (503) 724-6266
Language http://www.hanoverandtownsend.com/
Directions
Bank of America (with Drive-thru services)
2 out of 5
Location 24150 SE Stark St, Gresham, OR 97030, USA
Phone (503) 661-5201
Language https://locators.bankofamerica.com/or/gresham/financial-centers-gresham-8385.html?utm_source=GMBlisting&utm_medium=organic
Directions
Ghioni Tax & Accounting Solutions, LLC
Location 958 NE Kelly Ave Suite B, Gresham, OR 97030, USA
Phone (503) 465-3720
Language http://www.ghionitax.com/
Directions
GPR Data Inc.
Location 1261 SW Binford Lake Pkwy, Gresham, OR 97080, USA
Phone (541) 255-8780
Language https://www.gprdata.com/
Directions
US Bank Mortgage
SEC File# 801-111055
CRD# 158043
Location 26000 SE Stark St Rm 1261, Gresham, OR 97030, USA
Language https://www.usbank.com/home-loans/mortgage.html
Directions
Rowell CPA Group
4 out of 5
Location 205 NE Cleveland Ave, Gresham, OR 97030, USA
Phone (503) 667-2880
Language http://www.rowellcpagroup.com/
Directions
Tax & Financial Solutions Inc
4 out of 5
Location 151 SE 223rd Ave, Gresham, OR 97030, USA
Phone (503) 666-7909
Language http://www.taxfinsol.com/
Directions
Wealth Advisors Northwest LLC
SEC File# 801-121116
CRD# 284468
Location 9955 SE Washington St Ste. #200, Portland, OR 97216, USA
Phone (971) 249-9930
Directions
AMO Recoveries Inc
Location 501 NE Hood Ave, Gresham, OR 97030, USA
Phone (503) 528-2200
Language http://amorecoveries.com/
Directions
Four Reasons, LLC
Location 500 NW 20th St Suite 200, Gresham, OR 97030, USA
Phone (971) 409-2189
Language http://www.fourreasonsllc.com/
Directions
Wealth Management in Gresham, OR

Where Wealth Management Advisors in Gresham, OR Serve

Nestled in the heart of the Pacific Northwest, Gresham, OR is a vibrant city brimming with landmarks, top employers, major highways and streets, and unique neighborhoods. From the towering Mount Hood to the picturesque Columbia River Gorge, Gresham is surrounded by natural beauty that inspires and invigorates its residents. One of the most recognizable landmarks in Gresham is the historic Gresham Carnegie Library, which has been a fixture in the community since 1913. Other notable landmarks include the Gresham Pioneer Cemetery, the Springwater Trail, and the Gresham Japanese Garden. Gresham is home to a diverse range of top employers, including Legacy Mount Hood Medical Center, the Gresham-Barlow School District, and the City of Gresham. These employers provide a wealth of job opportunities for residents, making Gresham an attractive destination for job seekers.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Gresham, OR can benefit from a bank in several ways. Firstly, a bank can provide them with financial services such as checking and savings accounts, loans, and credit cards. This can help them manage their finances effectively and achieve their financial goals. Moreover, Gresham is a city that is known for its diverse population, and a bank can offer services that cater to the needs of different communities, such as bilingual customer service and financial literacy programs. Additionally, Gresham is located in a region that is prone to natural disasters such as earthquakes and floods. A bank can help residents prepare for these emergencies by offering insurance products and financial planning services. Overall, a bank can be a valuable resource for the residents of Gresham, providing them with the tools and support they need to achieve financial stability and security.

Insurance Broker

Residents of Gresham, OR can benefit from the services of an insurance broker in numerous ways. With its proximity to Portland and the Columbia River Gorge, Gresham is a bustling city with a diverse population and unique insurance needs. An insurance broker can help residents navigate the complex world of insurance, from finding the right coverage for their home or vehicle to securing health insurance that meets their specific needs. Additionally, an insurance broker can provide expertise on insurance policies that are specific to Gresham, such as flood insurance due to the city's location near the Columbia River. With an insurance broker's assistance, residents of Gresham can have peace of mind knowing that they have the best insurance coverage for their individual needs.

Retirement Planning

Residents of Gresham, OR can benefit greatly from the expertise of a retirement planner. With its diverse population and rapidly growing economy, Gresham presents unique challenges and opportunities for individuals planning for their retirement. A skilled retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies and tax planning. Additionally, given Gresham's proximity to Portland and its thriving tech industry, a retirement planner can offer specialized advice on managing stock options and other equity-based compensation packages. By working with a retirement planner, residents of Gresham can feel confident that they are making informed decisions and maximizing their retirement savings potential.

Financial Advisor

Residents of Gresham, OR could benefit from the expertise of a financial advisor in numerous ways. With a population of over 100,000, Gresham is a bustling city with a diverse economy that includes healthcare, education, and manufacturing. A financial advisor could help residents navigate the complexities of retirement planning, investment strategies, and tax planning. Additionally, Gresham has a high cost of living compared to other cities in Oregon, making it crucial for residents to have a solid financial plan in place. A financial advisor could assist in creating a budget and debt management plan to ensure residents are living within their means. Furthermore, Gresham is located in an area prone to natural disasters such as earthquakes and wildfires, making it essential for residents to have a comprehensive insurance plan. A financial advisor could provide guidance on insurance coverage and help residents prepare for unexpected emergencies.

Mortgage Loan Officer

Residents of Gresham, OR can benefit from the expertise of a mortgage loan officer in many ways. Firstly, a loan officer can provide guidance on the local real estate market, which can be complex due to Gresham's diverse neighborhoods and varying property values. Additionally, a loan officer can help residents navigate the loan application process, which can be overwhelming and time-consuming. They can also help residents find the best loan options for their unique financial situations, including low down payment options and first-time homebuyer programs. Furthermore, a loan officer can assist residents in understanding the various mortgage types available, such as fixed-rate and adjustable-rate mortgages, and help them choose the best option for their needs. With the help of a mortgage loan officer, residents of Gresham can achieve their dream of homeownership with ease and confidence.

Tax Services

Residents of Gresham, OR can benefit greatly from the expertise of a tax advisor. With the city's thriving economy and diverse population, there are a range of tax-related issues that may arise. For example, Gresham has a large number of small businesses, many of which may require assistance with tax planning and compliance. Additionally, the city has a significant number of retirees, who may need guidance on tax-efficient retirement planning strategies. A tax advisor can also help residents navigate the complexities of Oregon's tax system, which includes unique features such as the Oregon Business Energy Tax Credit and the Oregon Cultural Trust tax credit. Overall, a tax advisor can provide invaluable assistance to Gresham residents, helping them to maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Residents of Gresham, OR could greatly benefit from the expertise of an estate planning lawyer. With a population of over 100,000, Gresham is the fourth largest city in Oregon and is home to a diverse community. An estate planning lawyer can assist residents in creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, Gresham has a large senior population, and an estate planning lawyer can help seniors plan for their long-term care needs, including Medicaid planning and nursing home care. Furthermore, Gresham is located in Multnomah County, which has its own set of probate rules and regulations. An estate planning lawyer can navigate these complexities and help residents avoid costly mistakes. Overall, an estate planning lawyer can provide invaluable assistance to the residents of Gresham, ensuring that their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Gresham, OR can offer a wide range of financial services to help clients manage their wealth. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The wealth manager can also provide guidance on asset allocation, diversification, and portfolio rebalancing to help clients achieve their financial goals. One specific aspect of Gresham, OR that a wealth manager can address is the city's growing population and economic development. With its proximity to Portland and access to major highways, Gresham is becoming a hub for businesses and entrepreneurs. A wealth manager can help clients take advantage of these opportunities by providing strategic financial planning and investment advice. They can also assist with succession planning and business valuation for those looking to sell or transfer their businesses. With their expertise and knowledge of the local market, a wealth manager in Gresham, OR can help clients navigate the complexities of wealth management and achieve financial success.

Gresham, Oregon is an ideal location to find a wealth manager due to its diverse and rapidly growing economy. With a population of over 100,000 people, Gresham offers a wide range of investment opportunities that cater to various industries such as healthcare, technology, and manufacturing. The city's proximity to Portland also provides access to the region's bustling financial sector. Additionally, Gresham's commitment to sustainability and environmental stewardship has made it a hub for socially responsible investing. This unique blend of economic growth and sustainability makes Gresham an attractive location for wealth managers who are looking to provide their clients with a diverse portfolio that aligns with their values. With its dynamic economy and commitment to sustainability, Gresham is the perfect place to find a wealth manager who can help you achieve your financial goals while making a positive impact on the world.