Wealth Management in Hillsboro, OR

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List of Firms

Hillsboro, OR Wealth Management Firms

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Portland Private Wealth Management
SEC File# 801-118362
CRD# 171321
Location 1834 SW 58th Ave, Portland, OR 97221, USA
Phone (503) 703-4067
Language http://www.portlandprivatewm.com/
Directions
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Clarity Capital Management, LLC
5 out of 5
Location 7307 SW Beveland St Suite 200, Portland, OR 97223, USA
Phone (503) 388-5781
Language http://www.claritycapitalmgmt.com/
Directions
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JGP Wealth Management
SEC File# 801-112288
CRD# 290694
5 out of 5
Location 760 SW 9th Ave. Suite 2350, Portland, OR 97205, USA
Phone (503) 446-6450
Language https://jgpwealth.com/
Time Monday: 6:30 AM – 4:00 PM Tuesday: 6:30 AM – 4:00 PM Wednesday: 6:30 AM – 4:00 PM Thursday: 6:30 AM – 4:00 PM Friday: 6:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: David W Garton, CFP®|AAMS™|CRPC™
Location Centre, 4744 NW Bethany Blvd Suite B-4, Portland, OR 97229, USA
Phone (503) 533-5554
Language https://www.edwardjones.com/us-en/financial-advisor/david-garton?y_source=1_NjQxODAwLTcxNS1sb2NhdGlvbi53ZWJzaXRl
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U.S. Bank Branch
3 out of 5
Location 1661 NE Cornell Rd, Hillsboro, OR 97124, USA
Phone (503) 640-5654
Language https://locations.usbank.com/index/oregon/hillsboro/north-hillsboro-branch.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
Directions
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Jones & Roth CPAs and Business Advisors
5 out of 5
Location 5635 NE Elam Young Pkwy #100, Hillsboro, OR 97124, USA
Phone (503) 648-0521
Language http://www.jrcpa.com/
Directions
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Westlake Wealth Management
1 out of 5
Location 1915 NE Amberglen Pkwy # 400, Beaverton, OR 97006, USA
Phone (503) 688-5501
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
5 out of 5
Location 5860 NE Cornell Rd, Hillsboro, OR 97124, USA
Phone (503) 469-7653
Language http://www.raymondjames.com/
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 17877 NE Evergreen Pkwy, Beaverton, OR 97006, USA
Phone (503) 469-7692
Language http://www.raymondjames.com/
Directions
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Holland Properties
4 out of 5
Location 5295 NE Elam Young Pkwy Ste 110, Hillsboro, OR 97124, USA
Phone (503) 533-2121
Language http://www.hollandprop.com/
Directions
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Oregon Investment GROUP Llc
Location 22115 NE Imbrie Dr # 272, Hillsboro, OR 97124, USA
Phone (503) 536-6667
Directions
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Frazier Wealth Management
5 out of 5
Location 4020 NE Fremont St # B, Portland, OR 97212, USA
Phone (503) 719-5366
Language http://www.frazierwm.com/
Directions
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Summa Wealth Management
Location 7537 N Richmond Ave, Portland, OR 97203, USA
Phone (503) 517-9915
Directions
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Merrill Lynch Wealth Management
4 out of 5
Location 1211 SW 5th Ave Suite 2400, Portland, OR 97204, USA
Phone (503) 221-4600
Language https://www.local.ml.com/PORTLAND
Directions
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Palisades Hudson Financial Group LLC
Location 1915 NE Stucki Ave Suite 400, Hillsboro, OR 97006, USA
Phone (971) 240-4533
Language https://palisadeshudson.com/
Directions
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SpringSource Wealth Advisors
5 out of 5
Location 4660 NE Belknap Ct Suite 221, Hillsboro, OR 97124, USA
Phone (503) 714-9531
Language https://springsourcewealth.com/
Directions
Wealth Management in Hillsboro, OR

Where Wealth Management Advisors in Hillsboro, OR Serve

Hillsboro, located in the heart of Oregon's Silicon Forest, is a vibrant and bustling city with a rich history and a bright future. The city is home to iconic landmarks like the Hillsboro Civic Center, the Oregon International Airshow, and the Washington County Fairgrounds, which attract visitors from all over the world. As for top employers, Hillsboro is a hub for technology and innovation, with companies like Intel, Nike, and Amazon all having a strong presence in the area. These companies provide thousands of jobs to the local community, making Hillsboro a great place to live and work. When it comes to major highways and streets, Hillsboro is situated at the intersection of several major thoroughfares, including Highway 26, which runs east-west through the city, and Highway 217, which provides easy access to nearby Portland. The city also has a well-developed network of local streets and roads, making it easy to get around and explore all that Hillsboro has to offer.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hillsboro, OR could benefit from a bank in a multitude of ways. For instance, given that Hillsboro is home to a number of technology companies such as Intel, a bank could provide residents with technological solutions to their banking needs. Additionally, with the city's growing population, a bank could offer a variety of loan products to help residents finance their homes and businesses. Furthermore, as Hillsboro is located in an earthquake-prone area, a bank could assist residents in preparing for natural disasters by offering financial planning and insurance options. Overall, a bank in Hillsboro, OR would provide residents with a range of services to help them manage their finances and plan for the future.

Insurance Broker

Residents of Hillsboro, OR can benefit from the assistance of an insurance broker in a variety of ways. One specific aspect that sets Hillsboro apart is its thriving tech industry, with companies such as Intel and Salesforce having a significant presence in the area. An insurance broker could help tech employees navigate the complexities of their benefits packages, ensuring they have adequate coverage for potential work-related injuries or illnesses. Additionally, with Hillsboro being located in the Pacific Northwest, residents may be at higher risk for natural disasters such as earthquakes and floods. An insurance broker could help residents assess their risk and obtain appropriate coverage for these events. Finally, with the cost of living in Hillsboro being higher than the national average, an insurance broker could help residents find affordable health and life insurance options to protect their financial well-being.

Retirement Planning

Residents of Hillsboro, OR can benefit from the expertise of a retirement planner in a myriad of ways. One specific aspect that sets Hillsboro apart is its growing population of retirees. A retirement planner can help these individuals navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring that they receive the maximum amount of support available to them. Additionally, a retirement planner can assist Hillsboro residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances. This may include developing a strategy for managing debt, maximizing savings, and minimizing tax liabilities. With the guidance of a skilled retirement planner, residents of Hillsboro can enjoy greater financial security and peace of mind as they enter their golden years.

Financial Advisor

Residents of Hillsboro, OR can greatly benefit from the guidance of a financial advisor. With the city's growing population and diverse economy, a financial advisor can help individuals navigate the complexities of investing, retirement planning, and debt management. Specifically, Hillsboro's close proximity to Portland and its thriving tech industry make it an attractive location for young professionals and entrepreneurs. A financial advisor can assist these individuals in creating a comprehensive financial plan that takes into account their unique circumstances, such as stock options, startup equity, and other non-traditional sources of income. Additionally, with the cost of living in Hillsboro on the rise, a financial advisor can help residents make informed decisions about budgeting and saving for the future. Whether it's planning for retirement or saving for a child's education, a financial advisor can provide invaluable insight and expertise to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Hillsboro, OR would be greatly helped by a mortgage loan officer in a variety of ways. For instance, the loan officer can assist residents in finding the best mortgage rates and programs that suit their unique financial needs. This is especially important in Hillsboro, which is a rapidly growing city in the Portland metropolitan area. With a population of over 100,000, there are many different types of residents with varying financial situations. A knowledgeable mortgage loan officer can help guide residents through the complex process of obtaining a mortgage, from pre-approval to closing. Additionally, the loan officer can provide valuable advice on how to improve credit scores and increase the chances of getting approved for a loan. Given the competitive housing market in Hillsboro, having a trusted mortgage loan officer on your side can make all the difference in securing your dream home.

Tax Services

Residents of Hillsboro, OR can benefit from the expertise of a tax advisor in various ways. One specific aspect that sets Hillsboro apart is its thriving technology industry. The city is home to several tech giants, including Intel, which brings in a significant amount of revenue for the local economy. A tax advisor can assist residents who work in this industry with navigating the complex tax laws surrounding stock options and other forms of compensation. Additionally, with the recent changes to the tax code, a tax advisor can help residents maximize their deductions and credits, potentially saving them thousands of dollars. Furthermore, a tax advisor can provide guidance on estate planning and help residents minimize their tax liability when passing on their assets to their heirs. Overall, a tax advisor can be a valuable resource for Hillsboro residents looking to optimize their financial situation and stay compliant with tax laws.

Estate Planning Lawyer

Residents of Hillsboro, OR can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist in drafting a will, which is a crucial document that outlines how a person's assets will be distributed after their passing. In Hillsboro, where the tech industry is booming, many residents may have complex assets such as stock options or restricted shares, which require specialized knowledge to manage and distribute. Additionally, an estate planning lawyer can help residents set up trusts to protect their assets and minimize estate taxes. Furthermore, an estate planning lawyer can assist in creating powers of attorney, which allow designated individuals to make financial and medical decisions on behalf of a person in the event they become incapacitated. With the help of an estate planning lawyer, Hillsboro residents can ensure that their assets are protected and their wishes are carried out, providing peace of mind for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Hillsboro, OR can provide a wide range of wealth management services to help their clients achieve their financial goals. From investment management to retirement planning, estate planning to tax planning, a wealth manager can provide personalized solutions to meet the unique needs of each client. One specific aspect of Hillsboro, OR that a wealth manager can take advantage of is the city's thriving technology industry. With major tech companies like Intel and Salesforce having a strong presence in the area, a wealth manager can help clients navigate the complexities of stock options, equity compensation, and other financial considerations that come with working in the tech industry. Additionally, with Hillsboro's proximity to Portland, a wealth manager can also help clients take advantage of the city's vibrant real estate market and other investment opportunities in the region.

Hillsboro, OR is the ideal location to find a wealth manager due to its thriving economy and diverse demographic. The city's close proximity to Portland provides access to a range of financial institutions and experts, making it a hub for financial services. Additionally, Hillsboro's strong tech industry and growing population make it a prime location for wealth management services. With a plethora of investment opportunities and financial strategies available, a skilled wealth manager in Hillsboro can help clients navigate the complexities of the market and achieve their financial goals. Overall, Hillsboro's unique blend of economic growth and diversity make it an excellent choice for those seeking expert wealth management services.