Financial Advisors in or around Portland, Oregon

Jeff Vass (CRD#:2278783) is an experienced financial advisor with Meridian Financial Group - LPL Financial Advisor, located at 4120 SE International Way, Suite A209, Milwaukie, OR 97222. Jeff has over 21 years of experience as a financial services professional/consultant.

About the Firm: The investment climate may never have been more exciting or more challenging than it is today. To take advantage of all available opportunities, I feel investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

Jeff's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance. Jeff is licensed for the following insurance and annuities products: Annuity, Health, Life.

Jeff's portfolio size requirement is $50,000. Jeff's compensation methods: Flat Fee, Based on Assets, Commissions.

Jeff can be reached at (503)343-5698 and is generally available for a meeting at firm's office, at your home, at your office.

Congratulations!

WiserAdvisor has qualified financial advisors serving the Portland, Oregon area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors (a $800 value)

  • Complete the form to the right and click ‘Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
   
Privacy Policy | Terms & Conditions

WiserAdvisor >   Oregon >   Portland 

Premium Financial Advisors Listing

Alan Benson,CFP(R),ChFC, CLU, Financial Advisor from Portland, Oregon Alan Benson,CFP(R),ChFC, CLU


(877) 309-9963
9755 Southwest Barnes Rd,
Suite 390,
Portland, OR   97225
Distance : 4 miles

Our Firm's philosophy-"Serve First, Last and Always"- was conceived over 60 years ago by legendary manager Stuart Smith and still drives out business today. As part of this philosophy:

* We provide solutions and alternatives, but each client makes the final decisions about their own financial future

* Each financial plan is sy.......

Greg Bowen, CFP®, ChFC®, Financial Advisor from Portland, Oregon Greg Bowen, CFP®, ChFC®


(503) 343-5563
8050 SW Pfaffle St.,
Suite 100,
Portland, OR   97223
Distance : 5 miles

My financial planning practice emphasizes a conservative investment management approach utilizing various "Active Money Mangers" and alternative investments. I believe my clients are best served by utilizing active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock a.......

Jeff Vass, Financial Advisor from Portland, Oregon Jeff Vass


(503) 343-5698
4120 SE International Way,
Suite A209,
Milwaukie, OR   97222
Distance : 5 miles

The investment climate may never have been more exciting or more challenging than it is today. To take advantage of all available opportunities, I feel investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding.......

Kerry Poulson, Financial Advisor from Portland, Oregon Kerry Poulson


(503) 718-6118
10500 SW Greenburg Suite 200,
Portland, OR   97223
Distance : 5 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Kerry Poulson, Financial Advisor from Portland, Oregon Kerry Poulson


(360) 882-4900
305 SE Chkalov Drive Suite 113,
Vancouver, WA   98683
Distance : 12 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Other Financial Advisors Listing

Ed Heissler, CFP®, ChFC®, CFEd®, Financial Advisor from Portland, Oregon Ed Heissler, CFP®, ChFC®, CFEd®
Heissler Financial, LLC

320 N Main Street,
Suite 211,
Gresham, OR   97030

Retirement Planning is the process of meeting your desire of financial independence throught the proper management of your finances. The process consists of six steps that help you understand where y.......

Are you a

Financial Advisor?

Advisor Signup
Qualification Requirements
  • Minimum 5 years of Experience
  • 5 Year clear FINRA/SEC record
  • Must be Fee Based or Fee Only