Insurance Broker in Clackamas County, OR

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Top Clackamas County, OR Insurance Brokerages

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Choice One Insurance Inc
5 out of 5
Location 9111 SE St Helens St, Clackamas, OR 97015, USA
Phone (503) 387-5211
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Jeff Seibel - Cascadia Insurance Agency
5 out of 5
Location 13203 SE 172nd Ave Suite 166 #284, Happy Valley, OR 97086, USA
Phone (503) 893-8344
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CCB Insurance Services
1 out of 5
Location 38975 Proctor Blvd, Sandy, OR 97055, USA
Phone (503) 668-2524
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Lidia Mazun - State Farm Insurance Agent
4 out of 5
Location 10121 SE Sunnyside Rd #240, Clackamas, OR 97015, USA
Phone (503) 761-1444
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Heidi Rowan: Allstate Insurance
4 out of 5
Location 13255 SE 130th Ave Ste 300, Clackamas, OR 97086, USA
Phone (503) 564-0080
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PriemCo Insurance Brokerage
Location 12550 SE 93rd Ave #200, Clackamas, OR 97015, USA
Phone (503) 683-2608
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AIC Insurance Agency - Clackamas
3 out of 5
Location 15648 SE 114th Ave #206, Clackamas, OR 97015, USA
Phone (503) 454-0049
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Great Northwest Insurance Brokers LLC
5 out of 5
Location 15328 SE 94th Ave, Clackamas, OR 97015, USA
Phone (503) 210-5566
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Easton Lort - AIC Insurance Agency
5 out of 5
Location 7831 SE Lake Rd, Portland, OR 97267, USA
Phone (503) 313-2330
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Bisnett Insurance
Location Clackamas, OR 97015, USA
Phone (503) 635-4585
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Insurance Brokers in Clackamas County, OR

Where Clackamas County, OR Auto, Life & Health Insurance Brokers Serve

Nestled in the heart of the Pacific Northwest, Clackamas County, OR is a vibrant and diverse region brimming with natural beauty, cultural landmarks, and thriving businesses. From the majestic peaks of Mount Hood to the tranquil waters of the Willamette River, this county boasts a wealth of natural wonders that attract visitors from all over the world. But Clackamas County is more than just a destination for outdoor enthusiasts - it's also a hub of economic activity, with a diverse range of top employers spanning industries from healthcare to technology. Some of the most notable landmarks in Clackamas County include the Oregon City Municipal Elevator, which offers stunning views of the surrounding area, as well as the historic End of the Oregon Trail Interpretive Center, which provides a fascinating glimpse into the region's pioneer past. For those who love the great outdoors, the county is home to several stunning parks and natural areas, including the Clackamas River Trail and the Mount Talbert Nature Park.

Clackamas County, OR Insurance Broker Related Services

Banks and Credit Unions

Residents of Clackamas County, OR can benefit from a bank in several ways. Firstly, they can access various financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks can help residents manage their finances more efficiently by providing financial planning and investment services. A specific aspect of Clackamas County that banks can help with is its thriving tourism industry, which generates a significant amount of revenue for the county. Banks can offer specialized services to local businesses in the tourism sector, such as merchant services and business loans, to help them grow and thrive. Furthermore, banks can also contribute to the local community by providing sponsorships and donations to local events and organizations. Overall, banks play a crucial role in supporting the financial health and growth of Clackamas County and its residents.

Retirement Planning

Residents of Clackamas County, OR can benefit from a retirement planner in several ways. Firstly, a retirement planner can help individuals in Clackamas County identify their retirement goals and develop a plan to achieve them. This is particularly important in Clackamas County, where the cost of living is higher than the national average, and residents may need to save more to maintain their standard of living in retirement. Secondly, a retirement planner can advise residents on the best investment strategies to maximize their retirement savings and minimize their tax liability. This can be especially complex in Clackamas County, where residents may have a mix of retirement accounts, including 401(k)s, IRAs, and pensions. Finally, a retirement planner can help residents navigate the complexities of Social Security and Medicare to ensure they receive the maximum benefits they are entitled to. This is particularly important in Clackamas County, where many residents rely on these programs as a source of retirement income and healthcare coverage.

Wealth Management

Clackamas County, OR is a vibrant community that is home to a diverse population with varying financial needs. A wealth manager can assist residents in multiple ways, including creating a comprehensive financial plan, managing investments, and providing guidance on retirement and estate planning. With its proximity to Portland, Clackamas County residents have access to a thriving job market, but also face high housing costs and a competitive real estate market. A skilled wealth manager can help navigate these challenges, providing expert advice on real estate investments and helping residents make informed decisions about their financial future. Additionally, Clackamas County is home to many small business owners, who may benefit from a wealth manager's expertise in business planning and financial management. With its unique blend of urban and rural areas, Clackamas County presents a complex financial landscape that requires a skilled and knowledgeable wealth manager to guide residents towards financial success.

Financial Advisor

Residents of Clackamas County, OR could greatly benefit from the guidance of a financial advisor in a variety of ways. One specific area where an advisor could be particularly helpful is in navigating the county's complex property tax system. Clackamas County has a unique property tax structure that includes levies for schools, fire districts, and other local services. Understanding how these levies are calculated and how they impact a homeowner's tax bill can be a daunting task, but a skilled financial advisor can help residents make sense of it all. Additionally, an advisor can assist with retirement planning, investment management, and debt reduction strategies, all of which are crucial to achieving long-term financial stability in Clackamas County and beyond.

Mortgage Loan Officer

Residents of Clackamas County, OR can benefit from the services of a mortgage loan officer in a variety of ways. Firstly, these professionals can help individuals navigate the complex and often overwhelming process of securing a mortgage. This is particularly important in Clackamas County, which has a diverse mix of urban and rural areas, each with its own unique housing market and lending requirements. A mortgage loan officer can provide guidance on the types of loans available, interest rates, and other key factors that can impact a borrower's ability to secure financing. Additionally, these professionals can help residents of Clackamas County to understand the various government programs and incentives that are available to support home ownership, such as low-income housing tax credits and down payment assistance programs. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to purchase a home in Clackamas County, providing expert guidance and support throughout the entire process.

Tax Services

Residents of Clackamas County, OR can greatly benefit from the services of a tax advisor. Specifically, Clackamas County has a high number of small businesses that could benefit from expert tax advice. A tax advisor can help these businesses navigate the complex tax laws and regulations that apply to them, ensuring that they are in compliance and minimizing their tax liability. Additionally, Clackamas County has a large population of retirees who may have complex tax situations due to their retirement income and investments. A tax advisor can help these individuals navigate the complex tax laws related to retirement income and ensure that they are taking advantage of all available tax breaks. Overall, a tax advisor can provide invaluable assistance to residents of Clackamas County, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Clackamas County, OR can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals navigate the complexities of Oregon's estate tax laws, which can be particularly challenging for residents of Clackamas County due to the county's high median income. Secondly, an estate planning lawyer can assist with the creation of wills and trusts, ensuring that assets are distributed according to the client's wishes and that their loved ones are protected. Additionally, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, which can be especially important for residents of Clackamas County who may have unique healthcare needs due to the county's aging population. Overall, an estate planning lawyer can provide peace of mind and security for residents of Clackamas County, ensuring that their assets are protected and their wishes are honored.

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