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11 Financial Planners in Lake Oswego, Oregon
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Brent Hamilton

CFP®

2.54 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

WBH Financial Services

4500 Kruse Way, Suite 105
Lake Oswego, OR 97035-2562
(888) 699-9201
+1 More Number
(503) 699-9200

Karen S. Jacobson

CFP®, CPA

3.02 Miles

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Getting Divorced,...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Bray & Associates NW LLC

PO Box 1574
Lake Oswego, OR 97035
(503) 290-0290

Terry A. Donahe

CFP®,ChFC,CLU,MSFS

Principal 6.61 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Springwater Wealth Management, LLC

5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
(888) 998-4796
+1 More Number
(888) 998-4796
CONNECT WITH Terry
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Sandra J. Wagner

CFP®

Financial Consultant 2.92 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Wagner Planning

5285 Meadows Rd Ste 310
Lake Oswego, OR 97035
(503) 342-0038
CONNECT WITH Sandra
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Ryan T. McClung

CFP®, CPA, CEPA®

0.25 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Crossroads Wealth Planning

420 2nd St
Lake Oswego, OR 97034-3127
(971) 350-8523
CONNECT WITH Ryan
  • linkedin link

Marc Kadomatsu

CFP®, ChFC®, CLU®

Director of Financial Planning 3.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Human Investing

525 3rd Street, Suite 200
Lake Oswego, OR 97034
(503) 905-3100

Ted Ferguson

CFP®

Senior Portfolio Manager 6.57 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

UBS Financial Services, Inc.

5300 Meadows Rd, Ste 300
Lake Oswego, OR 97035
(503) 248-1309

James Frank

CFP®

Financial Advisor 2.74 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Metis Wealth Advisory Group

4900 Meadows Road, Ste 100
Lake Oswego, OR 97035
(800) 697-4271
+1 More Number
(503) 697-4271
CONNECT WITH James
  • linkedin link

TeriAnn Kruse

CFP®, CPA/PFS

Owner 3.41 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Tandem Views Investment Services, LLC

3 Centerpointe Dr, Ste 400
Lake Oswego, OR 97035-8663
(503) 781-4078
CONNECT WITH TeriAnn
  • linkedin link

Charles P. Jones

CFP®

7.9 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

NW Assest Management

17440 Holy Names Dr., Unit 424
Lake Oswego, OR 97034-5147
(800) 808-1285
+1 More Number
(503) 291-1313

Will Kellar

CFP®

Partner, Lead Advisor 3.32 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Lake Oswego, Oregon and the surrounding communities.

Human Investing

6000 Meadows Rd, Ste 105
Lake Oswego, OR 97035-3174
(503) 905-3119
CONNECT WITH Will
  • linkedin link