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State DirectoryInvestment Management in Clackamas, OR
1. Matrix Wealth Management, Inc.
8800 SE Sunnyside Rd Ste 213N, Clackamas, OR 97015
4. Soriah Sobbizadeh - COUNTRY Financial Representative
12550 SE 93rd Ave Ste 400, Clackamas, OR 97015
From Business: Sometimes, when you have more questions than answers, it might seem easier to do nothing at all. At COUNTRY Financial we help you take small steps today with personalized…
5. Luke Cooley - COUNTRY Financial Representative
12550 SE 93rd Ave Ste 400, Clackamas, OR 97015
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
6. Edward Jones - Financial Advisor: Christopher Rice
14020 SE Johnson Rd Ste 206, Portland, OR 97267
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
7. Nicholas Hymel - Financial Advisor, Ameriprise Financial Services
9200 SE Sunnybrook Blvd Ste 180, Clackamas, OR 97015
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
8. Rusty Roberts-COUNTRY Financial Representative
12550 SE 93rd Ave, Clackamas, OR 97015
From Business: Rusty Roberts is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Clackamas, OR 97015
9. Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services
10121 SE Sunnyside Rd Ste 300, Clackamas, OR 97015
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
10. Edward Jones - Financial Advisor: Ken McClintock, AAMS™
10217 SE Sunnyside Rd, Clackamas, OR 97015
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
12. Summa Global Advisors
12901 SE 97th Ave Ste 390, Clackamas, OR 97015
16. Voyager Wealth Management
516 High St, Oregon City, OR 97045
18. Duell Wealth Preservation
11301 SE Charview Ct, Happy Valley, OR 97086
21. Edward Jones - Financial Advisor: Lindsay L Paxton
6105 W A St Ste A, West Linn, OR 97068
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
22. Kent Petterson - COUNTRY Financial Representative
703 Main St, Oregon City, OR 97045
From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…
23. Brendan J Price-Wealth Financial Advisor
11050 SE Mcloughlin Blvd, Milwaukie, OR 97222
From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.
24. Allstate Personal Financial Representative: Michael Hoover
21560 Willamette Dr, West Linn, OR 97068
26. Daniel Bartosz, CRPC®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Clackamas Area
From Business: Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your…
27. Natalie Berning, MBA, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Clackamas Area
From Business: My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will…
28. Alpina Wealth Management
525 3rd St Ste 200, Lake Oswego, OR 97034
From Business: Alpina Wealth Management is a financial services firm located in Lake Oswego, OR. They specialize in providing financial planning, investment management, and insurance…
29. Ellen Kim, Robertson Stephens
525 3rd St Ste 224, Lake Oswego, OR 97034
From Business: Ellen is a Managing Director and Principal in Robertson Stephens Portland office. Ellen’s financial industry background has been broad and deep spanning more than 20 years. She…
30. Creative Wealth Management
1800 Blankenship Rd Ste 200, West Linn, OR 97068
From Business: We're a boutique wealth management firm built on a foundation of long term client relationships.