Wealth Management in Clackamas County, OR

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List of Firms

Clackamas County, OR Wealth Management Firms

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Aley Wealth Management
Location 10121 SE Sunnyside Rd Suite 300, Clackamas, OR 97015, USA
Phone (503) 488-2030
Language http://www.aleywm.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00000705073960501
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Lifelong Wealth Management
5 out of 5
Location 5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Phone (503) 747-6534
Language http://www.llwmg.com/
Directions
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Marcia M Hull - RBC Wealth Management Financial Advisor
Location 805 SW Broadway Suite 1800, Portland, OR 97205, USA
Phone (503) 833-5225
Language https://us.rbcwealthmanagement.com/spencepartners?utm_source=GMB&utm_medium=Yext
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Veritas Wealth Management
Location 5200 Meadows Rd, Lake Oswego, OR 97035, USA
Phone (503) 726-5917
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Cornerstone Wealth Management
SEC File# 801-51066
CRD# 106950
Location 486 NW 2nd Ave, Canby, OR 97013, USA
Phone (503) 266-7431
Language http://www.thecwmgroup.com/
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BPG Wealth Management
5 out of 5
Location 10151 SE Sunnyside Rd Suite 460, Clackamas, OR 97015, USA
Phone (503) 654-7676
Language http://www.bpgnetwork.com/
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MATRIX Wealth Management
Location 8800 SE Sunnyside Rd # 213N, Clackamas, OR 97015, USA
Phone (503) 227-7744
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SagePoint Financial
SEC File# 801-64721
CRD# 133763
Location 8800 SE Sunnyside Rd #212n, Clackamas, OR 97015, USA
Phone (503) 659-9118
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Financial Advisors | U.S. Bancorp Investments
Location 11521 SE Sunnyside Rd, Clackamas, OR 97015, USA
Phone (503) 404-1153
Language https://www.usbank.com/wealth-management/find-an-advisor/or/clackamas/delynn-shogren.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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McGee Wealth Management
Location 12455 SW 68th Ave, Portland, OR 97223, USA
Phone (503) 597-2222
Language http://www.mcgeewm.com/
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LPL Financial
SEC File# 801-10970
CRD# 6413
1 out of 5
Location 9200 SE Sunnybrook Blvd #220, Clackamas, OR 97015, USA
Phone (503) 653-5055
Language http://www.oneriverfinancial.com/
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Wealth Management in Clackamas County, OR

Where Wealth Management Advisors in Clackamas County, OR Serve

Clackamas County, located in the Pacific Northwest region of the United States, boasts a plethora of landmarks that are sure to impress any visitor. From the stunning views of Mount Hood to the picturesque Willamette River, there is no shortage of natural beauty to be found in this area. In addition to its natural wonders, Clackamas County is home to several top employers, including Intel, Kaiser Permanente, and Providence Health & Services. These companies provide ample job opportunities for residents and contribute to the county's thriving economy. Major highways and streets in Clackamas County include Interstate 205, Highway 212, and McLoughlin Boulevard. These routes make it easy for commuters to navigate the area and access neighboring cities. As for neighborhoods, Clackamas County has a diverse range of communities, each with its own unique charm. From the historic downtown area of Oregon City to the bustling shopping district of Happy Valley, there is something for everyone in this county.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Clackamas County, OR can benefit from a bank in a multitude of ways. For instance, banks can provide residents with access to financial services such as savings accounts, checking accounts, and loans. Additionally, banks can offer investment opportunities, financial planning, and retirement planning services. Given that Clackamas County is home to several large corporations, including Nike and Intel, banks can also provide commercial lending services to businesses looking to expand or start up in the area. Furthermore, banks can assist residents in managing their finances during natural disasters, such as the wildfires that have recently impacted the region. By providing access to financial resources and expertise, banks can help residents of Clackamas County achieve their financial goals and navigate the complexities of the modern economy.

Insurance Broker

Residents of Clackamas County, OR can benefit from the services of an insurance broker in a multitude of ways. With its diverse population of over 400,000 people, Clackamas County is known for its scenic beauty and proximity to Portland. However, the county is also home to several unique industries, including agriculture, forestry, and manufacturing. An experienced insurance broker can help residents navigate the complexities of insurance policies and find coverage that is tailored to their specific needs. For example, a farmer in the county may require specialized coverage for crop damage or equipment breakdowns, while a manufacturing company may need liability coverage for accidents or product defects. With an insurance broker's expertise, residents can rest assured that they are getting the coverage they need to protect themselves and their livelihoods.

Retirement Planning

Residents of Clackamas County, OR could benefit from the expertise of a retirement planner in several ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This could include strategies for saving for retirement, managing debt, and investing wisely. Additionally, a retirement planner could provide guidance on navigating the complex tax laws and regulations that apply to retirement accounts and income in Clackamas County, OR. With the county's diverse population, including both urban and rural areas, a retirement planner could also provide specialized advice on issues such as estate planning, long-term care, and healthcare costs. Overall, a retirement planner could help residents of Clackamas County, OR achieve financial security and peace of mind as they prepare for their golden years.

Financial Advisor

Residents of Clackamas County, OR can greatly benefit from the services of a financial advisor. With its diverse population and economy, Clackamas County presents unique financial challenges that require expert guidance. A financial advisor can help residents navigate the complex world of investments, retirement planning, and tax management. For example, residents of Clackamas County who work in the technology industry may need specialized advice on stock options and equity compensation. Similarly, those who work in the agricultural sector may require guidance on estate planning and succession. A financial advisor can also assist residents in planning for unexpected events such as natural disasters, which are common in Clackamas County due to its location in the Pacific Northwest. Overall, a financial advisor can provide invaluable support to residents of Clackamas County in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Clackamas County, OR can benefit greatly from the services of a mortgage loan officer. With the county's population growing rapidly, the demand for affordable housing has increased, and a mortgage loan officer can help residents secure financing for their dream homes. The loan officer can also assist in refinancing existing mortgages to lower interest rates and monthly payments, which can provide much-needed relief to those struggling to make ends meet. Additionally, Clackamas County is known for its natural beauty and outdoor recreation opportunities, which can drive up housing prices. A knowledgeable mortgage loan officer can help residents navigate these challenges and find the best options for their unique situations. With so many factors to consider, it's important for residents to have an experienced professional on their side to guide them through the process and help them achieve their homeownership goals.

Tax Services

Residents of Clackamas County, OR can benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor can be particularly helpful is navigating the unique tax laws and regulations specific to the county. With a population of over 400,000, Clackamas County is one of the largest counties in Oregon, and its tax laws can be complex and confusing. A tax advisor can help residents understand the various tax credits and deductions available to them, as well as provide guidance on how to minimize their tax liability. Additionally, a tax advisor can assist with tax planning for major life events such as marriage, divorce, or the birth of a child, ensuring that residents are well-prepared for any tax implications that may arise. Overall, a tax advisor can provide invaluable support to residents of Clackamas County, helping them navigate the intricacies of the tax system and make informed financial decisions.

Estate Planning Lawyer

Residents of Clackamas County, OR can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create comprehensive plans for the distribution of their assets after they pass away. This can include drafting wills, trusts, and other documents that ensure that their wishes are carried out and their loved ones are provided for. Additionally, estate planning lawyers can assist with the management of assets during a person's lifetime, helping to minimize taxes and protect against creditors. In Clackamas County, OR, where the population is growing rapidly and many residents are retiring, estate planning is especially important. With the help of a skilled lawyer, individuals can ensure that their legacies are protected and their families are taken care of for generations to come.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a seasoned wealth manager in Clackamas County, OR are designed to cater to the unique financial needs of high net worth individuals. These services include comprehensive financial planning, investment management, estate planning, tax planning, risk management, and retirement planning. The wealth manager in Clackamas County, OR can provide customized investment solutions that are tailored to the client's risk tolerance, time horizon, and financial goals. With its diverse economy and strategic location, Clackamas County, OR offers a wealth of investment opportunities, ranging from real estate to technology startups. The wealth manager can leverage their deep knowledge of the local market to identify these opportunities and help clients achieve their financial objectives. Moreover, the wealth manager can provide valuable insights into the tax laws and regulations that are specific to Clackamas County, OR, ensuring that clients optimize their tax savings and minimize their liabilities.

Clackamas County, OR is the perfect place to find a wealth manager due to its thriving economy and diverse investment opportunities. With a population of over 400,000 people, the county boasts a robust business community that provides ample opportunities for investment and growth. Additionally, Clackamas County is home to several major corporations, including Nike and Intel, which attract top talent and drive economic development. Furthermore, the county's strategic location in the Pacific Northwest makes it an ideal location for investing in industries such as technology, healthcare, and renewable energy. A skilled wealth manager in Clackamas County can help clients navigate these complex investment opportunities and maximize their financial returns. Overall, Clackamas County's strong economy and diverse investment landscape make it an excellent choice for anyone seeking a knowledgeable and experienced wealth manager.