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Investment Services in Oregon
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920 Northwest Bond Street, Bend, OR
920 Northwest Bond Street, Bend, OR
Looking to buy, sell, or invest in Central Oregon real estate? Meet Paul Frazier, the heart behind MrBendOregon. Paul fell in love with Bend in 1996, drawn by its vibrant community and stunning nature, and quickly put down roots, even starting a construction company here. That deep, personal connection to the area means he doesn't just sell houses; he shares... Read More about Mr Bend Oregon - Real Estate
1777 Southwest Chandler Avenue, Bend, OR
1777 Southwest Chandler Avenue, Bend, OR
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners
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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 help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice. I have a Bachelor of Science degree in... Read More about Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
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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 most important to you and your family, and aligns with your values and beliefs. Understanding your current spending habits along with your immediate, short- and long-term goals—and how your finances change over time—is... Read More about Pennie Kincade, Financial Advisor | RJFS, Inc. | OnPoint
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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 can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation,... Read More about Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint
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My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence... Read More about Natalie Berning, MBA, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
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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 financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire. OnPoint’s... Read More about Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint
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Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual... Read More about Daniel Bartosz, CRPC®, Financial Advisor | RJFS, Inc. | OnPoint
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As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies.... Read More about Donald "DJ" Kerr III, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
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Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS... Read More about David Yates, Financial Advisor | RJFS, Inc. | OnPoint
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Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years.... Read More about Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint
2785 SW Cedar Hills Boulevard, Beaverton, OR
2785 SW Cedar Hills Boulevard, Beaverton, OR
Visit Your Local Investor Center Today!
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
170 NE 12th St, McMinnville, OR
170 NE 12th St, McMinnville, OR
Join Oregon State Credit Union today.
Find loans, checking and online banking services for your personal or business needs. Join today, experience the Oregon State Credit Union difference. Key financial services at the McMinnville Branch, located near Dairy Queen, include loans and savings for personal or business needs; investments and insurance; and community financial education.
12725 SW Millikan Way, Beaverton, OR
12725 SW Millikan Way, Beaverton, OR
16555 Boones Ferry Road, Lake Oswego, OR
16555 Boones Ferry Road, Lake Oswego, OR
222 SW Columbia Street, Portland, OR
222 SW Columbia Street, Portland, OR
33 Nichols Parkway, Hood River, OR
33 Nichols Parkway, Hood River, OR
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners
1211 Southwest 5th Avenue, Portland, OR
1211 Southwest 5th Avenue, Portland, OR
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners
696 Mistletoe Rd, Ashland, OR
696 Mistletoe Rd, Ashland, OR
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners
7493 Southwest Bridgeport Road, Tigard, OR
7493 Southwest Bridgeport Road, Tigard, OR
Visit Your Local Investor Center Today!
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
464 Pacific AVE S, Monmouth, OR
464 Pacific AVE S, Monmouth, OR
Join Oregon State Credit Union today.
See Detail210 Orchard DR, Dallas, OR
210 Orchard DR, Dallas, OR
Join Oregon State Credit Union today.
Find loans, checking and online banking services for your personal or business needs. Join today, experience the Oregon State Credit Union difference. Key financial services at the Dallas Branch, located by Goodwill and Safeway, include loans and savings for personal or business needs; investments and insurance; and community financial education. The Oregon State Credit Union routing number is: 323274270.
4800 SW Research Way, Corvallis, OR
4800 SW Research Way, Corvallis, OR
Join Oregon State Credit Union today.
See Detail3350 NE Highway 101, Lincoln City, OR
3350 NE Highway 101, Lincoln City, OR
Join Oregon State Credit Union today.
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