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State DirectoryMutual Funds in West Mt. Scott Happy Valley, OR
2. I M S Capital Management Inc
8995 SE Otty Rd, Happy Valley, OR 97086
3. Nationwide Insurance
13124 SE Terra Cascade Loop, Happy Valley, OR 97086
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…
6. 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…
7. 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…
8. 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…
9. 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…
10. 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…
11. 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…
12. 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…
13. 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…
14. 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…
15. 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
16. Edward Jones - Financial Advisor: Matthew S Asay
6030 SE 52nd Ave Ste 201, Portland, OR 97206
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…
17. 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…
18. Dimension Resources
5901 S Macadam Ave Ste 135, Portland, OR 97239
From Business: * IRA Rollover Advice-Roth Conversions * Investments and Investment Management * Mutual Funds * Equity Securities * Bonds * Retirement Planning * Estate Planning * 401(K) Plans…
19. von Borstel & Associates, Inc.
9955 SE Washington St Ste 105, Portland, OR 97216
From Business: "Financial Success Means More than Just Great Investments." We help clients align their values, vision and wealth to achieve financial clarity and continued success.
20. Farwest Financial Services
5550 S Macadam Ave Ste 120, Portland, OR 97239
22. Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services
5550 S Macadam Ave Ste 102, Portland, OR 97239
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…
23. Vieng Bounnam - Financial Advisor, Ameriprise Financial Services
4380 S Macadam Ave Ste 180, Portland, OR 97239
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…
24. Andrew Clark - Private Wealth Advisor, Ameriprise Financial Services
4949 S Macadam Ave Ste 68, Portland, OR 97239
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…
25. Brandon Jochim - Private Wealth Advisor, Ameriprise Financial Services
0110 SW Bancroft St Ste A, Portland, OR 97239
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…
26. Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services
334 3rd St, Lake Oswego, OR 97034
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…
27. Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services
334 3rd St, Lake Oswego, OR 97034
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…
28. Edward Jones - Financial Advisor: Philip Dublin
3620 SE Powell Blvd Ste 201, Portland, OR 97202
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…
29. Edward Jones - Financial Advisor: Hailey Percival
8268 SE 13th Ave Ste 200, Portland, OR 97202
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…
30. Edward Jones - Financial Advisor: Greg G Jurna
4111 SE Division St, Portland, OR 97202
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…