Best Financial Advisors in Tualatin, OR

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List of Firms

Tualatin, OR Fiduciary Financial Advisors

SEC File# 801-79393
CRD# 170807
Location 15350 SW Sequoia Pkwy #250, Portland, OR 97224, USA
Phone (971) 371-3451
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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DSN Inc
Location 22590 SW Vermillion Dr, Tualatin, OR 97062, USA
Phone (503) 804-0262
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Financial Investment Team
SEC File# 801-114111
CRD# 145724
5 out of 5
Location 15350 SW Sequoia Pkwy #150, Portland, OR 97224, USA
Phone (503) 906-5205
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Anthony R Desantis
SEC File# 801-3297
CRD# 250
Location 12205 SW Tualatin Rd #205, Tualatin, OR 97062, USA
Phone (503) 427-2267
Directions
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Levi Deshaw - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 6650 SW Redwood Ln Ste 160, Portland, OR 97224, USA
Phone (503) 655-7621
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Darrell Geymann
SEC File# 801-3297
CRD# 250
Location 15350 SW Sequoia Pkwy Suite 110, Portland, OR 97224, USA
Phone (503) 885-0136
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Rote CPA and Consulting
5 out of 5
Location 7427 SW Coho Ct, Tualatin, OR 97062, USA
Phone (503) 272-6264
Directions
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Ken Guffey II - COUNTRY Financial Representative
5 out of 5
Location 8100 SW Nyberg St #300, Tualatin, OR 97062, USA
Phone (503) 447-4990
Directions
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ROI Financial Advisors, LLC
SEC File# 801-121903
CRD# 160100
Location 17355 Boones Ferry Rd Suite D, Lake Oswego, OR 97035, USA
Phone (503) 941-5925
Directions
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Mapmakers Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224, USA
Phone (503) 245-5352
Directions
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Peter W. Spiekerman - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 387-8472
Directions
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Acuity Financial Group Inc
Location 9005 SW Stono Dr, Tualatin, OR 97062, USA
Phone (503) 692-9510
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Edward Jones - Financial Advisor: Pat Crowell
SEC File# 801-3297
CRD# 250
Location 17040 Pilkington Rd #206, Lake Oswego, OR 97035, USA
Phone (503) 635-0651
Directions
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Edward Jones - Financial Advisor: Andrew Sparks
SEC File# 801-3297
CRD# 250
Location 11545 SW Durham Road Suite B4, Tigard, OR 97224, USA
Phone (503) 639-7060
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Shawn Downey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6650 SW Redwood Ln Ste 160, Portland, OR 97224, USA
Phone (503) 655-7621
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Flynn Financial Partners
Location 17355 Lower Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 228-7172
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Goal Line Financial
3 out of 5
Location 8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, USA
Phone (503) 963-3764
Directions
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Edward Jones - Financial Advisor: Cody M Calabrese
SEC File# 801-3297
CRD# 250
Location 16037 SW Upper Boones Ferry Rd Suite 375, Portland, OR 97224, USA
Phone (503) 486-2726
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JSM & Associates
Location 10944 SW Gram St, Tualatin, OR 97062, USA
Phone (503) 454-0466
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Sunrise Financial Solutions
Location Tualatin, OR 97062, USA
Phone (503) 885-8616
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 8100 SW Nyberg St #105, Tualatin, OR 97062, USA
Phone (503) 691-2989
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Financial Crime Investigations
Location 8720 SW Tualatin Rd, Tualatin, OR 97062, USA
Phone (503) 563-5224
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Vision Financial Services
Location 8215 SW Tualatin-Sherwood Rd, Tualatin, OR 97062, USA
Phone (503) 691-7099
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Gregoire Raymand
Location 8215 SW Tualatin-Sherwood Rd, Tualatin, OR 97062, USA
Phone (503) 691-8688
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Financial Advisors | U.S. Bancorp Investments
Location 7755 SW Nyberg St, Tualatin, OR 97062, USA
Phone (503) 692-1015
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Robert Pugh
SEC File# 801-38618
CRD# 16164
Location 7421 SW Bridgeport Rd Suite H-225, Portland, OR 97224, USA
Phone (503) 684-4010
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Money Concepts and Taxes
Location 12910 SW Fischer Rd, Tigard, OR 97224, USA
Phone (503) 590-2933
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Monero Help
SEC File# 801-111055
CRD# 158043
Location 11407 SW Amu St., Suite #ACQ530, Tualatin, OR 97062, USA
Directions
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Kristen Winter - Financial Professional
Location 7421 SW Bridgeport Rd suite h-225 b, Portland, OR 97224, USA
Phone (503) 516-7374
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Fidelity Investments
4 out of 5
Location 7493 SW Bridgeport Rd, Tigard, OR 97224, USA
Phone (800) 922-4307
Directions
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Cara Partch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224, USA
Phone (503) 245-5352
Directions
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Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224, USA
Phone (503) 245-5352
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Tonya Nichols - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 387-8467
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Edward Jones - Financial Advisor: Holly K McNeil, CFP®
SEC File# 801-3297
CRD# 250
Location 11535 SW Durham Rd Ste C-2, Tigard, OR 97224, USA
Phone (503) 624-6001
Directions
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Deshaw & Downey - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6650 SW Redwood Ln Ste 160, Portland, OR 97224, USA
Phone (503) 655-7621
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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ATPA
Location 7600 SW Mohawk St, Tualatin, OR 97062, USA
Phone (503) 454-3800
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Ren Financial
Location 5200 Meadows Rd, Lake Oswego, OR 97035, USA
Phone (503) 906-1707
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Edward Jones - Financial Advisor: David Ross
SEC File# 801-3297
CRD# 250
Location 17040 Pilkington Rd Ste 206, Lake Oswego, OR 97035, USA
Phone (503) 635-0651
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 6:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Rick Grad - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8215 SW Tualatin-Sherwood Rd Ste 200, Tualatin, OR 97062, USA
Phone (503) 963-3764
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Clear Financial Partners
3 out of 5
Location 15573 Bangy Rd Suite 100, Lake Oswego, OR 97035, USA
Phone (503) 579-1000
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Lettin & Company Inc.
Location 17685 SW 65th Ave #500, Lake Oswego, OR 97035, USA
Phone (503) 925-0554
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Kevin Bacewich - COUNTRY Financial representative
Location 8100 SW Nyberg St Ste 300, Tualatin, OR 97062, USA
Phone (503) 885-8756
Directions
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Bridgeport Village Financial Center
SEC File# 801-38618
CRD# 16164
5 out of 5
Location 7421 SW Bridgeport Rd #225, Portland, OR 97224, USA
Phone (503) 684-4010
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Financial Planners Northwest
Location 5000 Meadows Rd #450, Lake Oswego, OR 97035, USA
Phone (503) 595-0077
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Edward Jones - Financial Advisor: Christine R Leffler
SEC File# 801-3297
CRD# 250
Location 20015 SW Pacific Hwy Suite 203, Sherwood, OR 97140, USA
Phone (503) 625-4934
Directions
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Edward Jones - Financial Advisor: Greg McMillin
SEC File# 801-3297
CRD# 250
Location 8100 SW Nyberg St Suite 120, Tualatin, OR 97062, USA
Phone (503) 692-3175
Directions
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Chuck Gall - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 833-5244
Directions
Financial Advisors in Tualatin, OR

Where Certified Financial Advisors in Tualatin, OR Serve

Tualatin, OR is a vibrant city located in Washington County with a population of approximately 27,000 residents. This city boasts a variety of landmarks, including the Tualatin River National Wildlife Refuge, which provides a natural habitat for various bird species. In addition, the Tualatin Community Park is a popular destination for outdoor enthusiasts, offering numerous recreational activities such as hiking, biking, and fishing. Tualatin is home to several major employers, including the Intel Corporation, which employs over 20,000 people in the area. Other notable employers include the Legacy Meridian Park Medical Center, the Tualatin Valley Fire and Rescue, and the Oregon Army National Guard. The city is conveniently located near several major highways, including Interstate 5, which runs north to south through the city, and Highway 99W, which provides access to neighboring cities such as Tigard and Sherwood.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Tualatin, OR are serviced by banks in a variety of ways. One of the most common ways is through personal checking and savings accounts. Many banks in Tualatin offer these services to help residents manage their finances and save for the future. Additionally, residents can access loans and credit cards through their local bank. A specific feature that sets Tualatin apart from other cities is its strong emphasis on sustainability. Many banks in Tualatin have implemented eco-friendly practices and offer green banking options to their customers. This includes paperless statements, energy-efficient buildings, and community initiatives to promote environmental conservation.

Insurance Broker

Residents of Tualatin, OR can benefit greatly from the services of an insurance broker. With the city's proximity to Portland and its growing population, finding the right insurance coverage can be a challenge. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that meets their unique needs. For example, Tualatin is home to many small businesses, and an insurance broker can help these businesses find affordable and comprehensive coverage to protect their assets and employees. Additionally, Tualatin is known for its outdoor recreation opportunities, and an insurance broker can help residents find policies that cover outdoor activities such as hiking, biking, and boating. Overall, an insurance broker can help residents of Tualatin feel secure and protected in all aspects of their lives.

Retirement Planning

Residents of Tualatin, OR can benefit greatly from the services of a retirement planner. A retirement planner can help them to create a personalized plan for their retirement that is tailored to their specific needs and goals. They can help residents to identify their retirement income needs and create a plan to achieve those goals. Additionally, a retirement planner can help residents to navigate the complex world of retirement savings and investment options. With Tualatin being a growing city with a diverse population, a retirement planner can provide guidance on the best strategies to maximize retirement savings and minimize taxes. Overall, a retirement planner can provide invaluable assistance to residents of Tualatin who are looking to secure a comfortable and financially stable retirement.

Wealth Management

Residents of Tualatin, OR could benefit from a wealth manager in a variety of ways. One specific aspect of Tualatin that a wealth manager could assist with is navigating the local real estate market. Tualatin has seen a significant increase in home prices in recent years, making it a challenging market to navigate for both buyers and sellers. A wealth manager could provide guidance on investment properties, help negotiate deals, and provide insight into the best ways to grow and protect one's wealth through real estate in the Tualatin area. Additionally, a wealth manager could provide personalized financial planning, investment advice, and tax planning services to help residents achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Tualatin, OR would greatly benefit from the expertise and guidance of a mortgage loan officer. With the town's growing population and diverse housing market, a loan officer can assist in finding the best mortgage options for each individual's financial situation. Tualatin is known for its beautiful parks and lakes, making it a desirable place to live for families and outdoor enthusiasts. A loan officer can help residents navigate the home buying process and secure a mortgage that fits their budget, allowing them to enjoy all that Tualatin has to offer. Additionally, Tualatin is home to many small businesses, and a loan officer can provide resources and support for entrepreneurs looking to purchase commercial property. Overall, a mortgage loan officer can provide invaluable assistance to residents of Tualatin, helping them achieve their homeownership and business goals.

Tax Services

Residents of Tualatin, OR can greatly benefit from the expertise of a tax advisor. One specific way a tax advisor can help is by navigating the complexities of Oregon's tax laws, which can be confusing for the average person. Additionally, Tualatin has a growing number of small businesses, and a tax advisor can assist these business owners in properly filing their taxes and maximizing their deductions. With the rising cost of living in Tualatin, a tax advisor can also provide guidance on how to minimize tax liabilities and increase savings. Overall, a tax advisor can be a valuable resource for Tualatin residents looking to navigate the intricacies of tax laws and improve their financial well-being.

Estate Planning Lawyer

Residents of Tualatin, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the smooth transfer of assets to beneficiaries upon the client's death. This is particularly important in Tualatin, which is a rapidly growing city with a diverse population. An estate planning lawyer can help residents navigate the complexities of estate planning laws and ensure that their wishes are carried out. Additionally, an estate planning lawyer can assist with creating a living will, establishing trusts, and minimizing tax liabilities. With the help of an estate planning lawyer, residents of Tualatin can have peace of mind knowing that their assets will be distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Tualatin, OR