Wealth Management in Clackamas County, OR

We did the hard work of finding trustworthy partners in Clackamas County, OR. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Clackamas County, OR Wealth Management Firms

SagePoint Financial
SEC File# 801-64721
CRD# 133763
Location 8800 SE Sunnyside Rd #212n, Clackamas, OR 97015, USA
Phone (503) 659-9118
Cornerstone Wealth Management
SEC File# 801-51066
CRD# 106950
Location 486 NW 2nd Ave, Canby, OR 97013, USA
Phone (503) 266-7431
Aley Wealth Management
Location 10121 SE Sunnyside Rd Suite 300, Clackamas, OR 97015, USA
Phone (503) 488-2030
BPG Wealth Management
5 out of 5
Location 10151 SE Sunnyside Rd Suite 460, Clackamas, OR 97015, USA
Phone (503) 654-7676
MATRIX Wealth Management
Location 8800 SE Sunnyside Rd # 213N, Clackamas, OR 97015, USA
Phone (503) 227-7744
Financial Advisors | U.S. Bancorp Investments
Location 11521 SE Sunnyside Rd, Clackamas, OR 97015, USA
Phone (503) 404-1153
McGee Wealth Management
Location 12455 SW 68th Ave, Portland, OR 97223, USA
Phone (503) 597-2222
LPL Financial
SEC File# 801-10970
CRD# 6413
1 out of 5
Location 9200 SE Sunnybrook Blvd #220, Clackamas, OR 97015, USA
Phone (503) 653-5055
Marcia M Hull - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5225
Lifelong Wealth Management
5 out of 5
Location 5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Phone (503) 747-6534
Veritas Wealth Management
Location 5200 Meadows Rd, Lake Oswego, OR 97035, USA
Phone (503) 726-5917
Wealth Management in Clackamas County, OR

Where Wealth Management Advisors in Clackamas County, OR Serve

Clackamas County, Oregon is located in the Portland metropolitan area. The county has several landmarks, including Mount Hood and the Willamette River. Some of the county's top employers include Intel, Nike, and Walmart. The major highways and streets in the county include Interstate 205 and Oregon Route 213. The neighborhoods in Clackamas County include Milwaukie, Oak Grove, and Happy Valley.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Clackamas County, OR offer a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks can provide other financial services such as credit cards, investment advice, and insurance products.

Retirement Planning

Retirement planning in Clackamas County, OR is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

A tax accountant in Clackamas County, OR helps individuals and businesses file their taxes. They can also help with other financial planning tasks, such as creating a budget or investing money. Clackamas County is home to many tax accountants, so there is sure to be one that can meet your needs.

Financial Advisor

A financial advisor in Clackamas County, OR helps people save for the future and invest their money. They can help you plan for retirement, college savings, and other financial goals. They can also give you advice on which investments are best for you, depending on your risk tolerance and investment goals. If you're looking for help managing your finances, a financial advisor in Clackamas County, OR is a great resource.

Insurance Broker

An insurance broker in Clackamas County, OR is a professional who helps clients find the best rates and coverage for their individual needs. They work with a variety of carriers, and can help you compare policies to find the one that fits your budget and provides the coverage you need. Brokers are licensed by the state, so you can be sure they have the knowledge and experience to help you make an informed decision about your insurance.

Mortgage Loan Officer

Mortgage loan officers in Clackamas County, OR work with clients to help them obtain mortgages. They work with a variety of clients, from those who are buying their first home to those who are refinancing their mortgage. Mortgage loan officers help clients understand the terms of their mortgage, and work with them to get the best deal possible. They also work with banks and other lenders to get clients the best rates possible.

Estate Planning Lawyer

An estate planning lawyer in Clackamas County, OR helps people create wills and trusts which will dictate how their property is to be distributed after they die. They can also help with guardianship and conservatorship issues, and can represent clients in probate court.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs