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Financial Advisors in Oregon

Greg Bowen, CFP®, ChFC®, Financial Advisor from Oregon,
(1529 views)
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Greg
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR   97223
Call : (503) 620-5236

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... read more>>

Matt Adams, Financial Advisor from Oregon,
(240 views)
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Matt
Jones & Roth
432 W. 11th Ave,
Eugene, OR   97401
Call : (541) 687-2320

Financial Advisory ServicesOur expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual.Investment PlanningChances are you have had changes in your life since... read more>>

KMS Financial Services, Inc.
115 Oregon Ave, Suite 21,
Bend, OR   97701
Call : (206) 782-5670

We provide wealth management services to individuals, trusts and small business clients. We specialize in working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as... read more>>

SkyOak Wealth Management, Inc.
229 N. Bartlett Street,
Medford, OR   97501
Call : (800) 971-8070

Independence allows us to deliver the best service and provide the best solutions for our client's needs not the firm's needs. Many brokerage firms serve the masses. As such, the size of the assets they manage make it difficult to access certain... read more>>

The Oeming Group
2282 Oakmont Way,
Eugene, OR   97401
Call : (541) 228-9924

At the Oeming Group, we take care of all your financial needs. From goal discovery and portfolio review, to financial planning and investing, to estate planning and the protection of your assets, we offer you a full-service, personal approach to... read more>>

Financial Engines Advisors, LLC
10500 SW Greenburg Suite 200,
Portland, OR   97223
Call : (503) 718-6118

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

UBS Financial Services, Inc.
5285 Meadows Rd,
Lake Oswego, OR   97035

DOWNTOWN PORTLAND OFFICE: 805 SW Broadway, Suite 2600, Portland, OR 97205In today's economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your... read more>>

List of Additional Financial Advisors in Oregon
Sloy, Dahl & Holst, Inc. Portland,OR
Orca Investment Management, Llc Roseburg,OR
Allen Capital Management, LLC Portland,OR
Chinook Capital Management Portland,OR
Crown Capital Securities Portland,OR
Financial Benefits Resources Portland,OR
Fusion Financial, LLC Sherwood,OR
Kevin R. Minkoff, CPA, LLC Portland,OR
Merrill Lynch Portland,OR
Morgan Stanley, Inc. Portland,OR
NW Business Center Portland,OR
New England Financial Portland,OR

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Are You A Financial Advisor in Oregon?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only