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State DirectoryInvestment Management in Happy Valley, OR
4. Edward Jones - Financial Advisor: Jack MacDonald
15914 SE Happy Valley Town Center Dr, Happy Valley, OR 97086
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…
5. 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…
6. 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…
7. Umpqua Bank
9000 SE 82nd Ave, Happy Valley, OR 97086
From Business: Umpqua Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to know them and…
8. 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…
9. 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
10. Summa Global Advisors
12901 SE 97th Ave Ste 390, Clackamas, OR 97015
12. Matrix Wealth Management, Inc.
8800 SE Sunnyside Rd Ste 213N, Clackamas, OR 97015
14. 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…
15. Carl Stall - COUNTRY Financial Representative
Bethany Village South Twin 15280 NW Central Dr, Portland, OR 97229
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…
16. 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…
18. Gloud Insurance Services
Portland, OR 97225
From Business: I'VE been in business since 2004. I AM an insurance broker. I AM certified with the centers for Medicare and Medicaid services. Long term care insurance. Life insurance and…
19. Kerr Properties Inc
Serving the Happy Valley Area
From Business: Our innovative business model integrates the customer service and management disciplines of the institutional property management industry at a local level. This unique…
20. Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Happy Valley Area
From Business: I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we…
21. Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Happy Valley Area
From Business: As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of…
22. Pennie Kincade, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Happy Valley Area
From Business: When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is…
23. Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Happy Valley Area
From Business: I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to…
24. EME Funding Corp
2 SE 78th Ave, Portland, OR 97215
From Business: I AM a mortgage broker. Lender and loan officer in Portland oregon. We are a "full service" licensed mortgage broker Company for over 24 years. ALL types of conforming &…
25. Interactive Wealth Advisors, Inc
121 SW Morrison St, Portland, OR 97204
From Business: Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning and investing firm serving Portland and all surrounding areas. We specializes in providing objective…
26. 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…
27. 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…