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Beverly Fogle

CFP®

22.07 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Sandy, Oregon and the surrounding communities.

6533 Seaview Ave NW, Apt 403A
Seattle, WA 98117
(360) 695-5512

Karen S. Jacobson

CFP®, CPA

23.01 Miles

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

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

Bray & Associates NW LLC

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

John A. Horvath

CFP®, ChFC®, CRPC®

Private Wealth Advisor 18.89 Miles

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

Financial Advisor serving Sandy, Oregon and the surrounding communities.

Meadows Wealth Advisors

4910 NW Camas Meadows Dr., Suite 200
Camas, WA 98607
(360) 883-5861
CONNECT WITH John
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Marilyn L. Morrissey

CPA, CFP®

16.97 Miles

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

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

Morrissey Financial

720 Center St
Oregon City, OR 97045-1949
(503) 657-3305

Leonard L. Nelson

CFP®

20.88 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee...More

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

NorthWest Investment & Retirement.com

5901 SW Macadam Ave, Suite 135
Portland, OR 97212
(503) 546-8092

Erin L. Dwyer

CFP®, CLTC®, RICP®

Financial Advisor 23.84 Miles

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

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

Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Road, Suite 175
Portland, OR 97224
(503) 245-5352

Michael E. Troxler

CFP®

Principal/Senior Planner 21.61 Miles

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

Financial Advisor serving Sandy, Oregon and the surrounding communities.

Vista Financial Planning Group, LLC

118 Eland Avenue
Bastrop, TX 78602
(360) 798-9311

Sandra J. Wagner

CFP®

Financial Consultant 22.91 Miles

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

Commission and Fee Financial Advisor serving Sandy, 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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William Leder, Jr.

CFP®

Wealth Advisor 24.38 Miles

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

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

Mariner

8050 SW Pfaffle St, Ste 100
Portland, OR 97223-6678
(503) 620-5236

David VanderPloeg

CFP®

21.37 Miles

Specialties:

Financial Advisor serving Sandy, Oregon and the surrounding communities.

Meridian Wealth Advisors

825 NE Multnomah St, Ste 925
Portland, OR 97232
(503) 678-9909

Ryan T. McClung

CFP®, CPA

19.76 Miles

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

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

Crossroads Wealth Planning

420 2nd St
Lake Oswego, OR 97034-3127
(503) 502-0692
CONNECT WITH Ryan
  • linkedin link

Marc Kadomatsu

CFP®, ChFC®, CLU®

Managing Partner 23.01 Miles

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

Financial Advisor serving Sandy, Oregon and the surrounding communities.

Human Investing

6000 Meadows Rd, Ste 105
Lake Oswego, OR 97035
(503) 905-3100

Ted Ferguson

CFP®

Senior Portfolio Manager 21.9 Miles

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

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

UBS Financial Services, Inc.

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

Jacob I. Becker

CFP®

Managing Partner 24.36 Miles

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

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

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
(503) 880-9848

James Frank

CFP®

Private Wealth Advisor 22.71 Miles

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

Commission and Fee Financial Advisor serving Sandy, 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
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Karen M. Harris

CFP®, CRPC®

Lead Advisor 21.94 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

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

Brighton Jones

111 SW 5th Avenue, Suite 4100
Portland, OR 97204
(503) 594-7410
CONNECT WITH Karen
  • linkedin link

Amy G. Walls

CFP®, RICP®, CRPC®

President & Financial Advisor 21.39 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning,...More

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

Thimbleberry Financial

650 NE Holladay St, Ste 120
Portland, OR 97232
(503) 610-6510
CONNECT WITH Amy
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Mark Sharp

CFP®, EA

Principal Financial Planner 24.17 Miles

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

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

Mark Sharp Retirement

PMB 63228, 10350 N Vancouver Way
Portland, OR 97217-7530
(800) 622-1045
CONNECT WITH Mark
  • linkedin link

TeriAnn Kruse

CFP®, CPA/PFS

Owner 23.41 Miles

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

Fee Only Financial Advisor serving Sandy, 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

Natalie Slagle

CFP®

Financial Planner + Founding Partner 23.16 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying...More

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

Fyooz Financial Planning

2175 NW Raleigh Street, Suite #110
Portland, OR 97210
CONNECT WITH Natalie
  • linkedin link

Brent D. Usher

CFP®

Financial Advisor 21.37 Miles

Specialties:

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

Meridian Welath Advisors

825 NE Multnomah St, suite 925
Portland, OR 97232
(503) 678-9909

Marlene M. Stewart

CFP®, CLU

REgistered Rep/financial Adviser 20.88 Miles

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

Financial Advisor serving Sandy, Oregon and the surrounding communities.

The Stewart Financial Group

5901 SW Macadam Ave, Suite 135
Portland, OR 97239-3620
(503) 369-1003

Jeffrey A. Gates

CFP®

22.25 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Sandy, Oregon and the surrounding communities.

Cable Hill Partners

1155 SW Morrison St, Ste 400
Portland, OR 97205-2252
(503) 765-1223
CONNECT WITH Jeffrey
  • linkedin link

Scott M. Malbasa

CFP®

22 Miles

Specialties:

Financial Advisor serving Sandy, Oregon and the surrounding communities.

724 NE Failing St
Portland, OR 97212

Travis J. Wesley

CFP®, CRPS, AIF

Investment Advisor Representative 23.61 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Financial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224-7174
(503) 906-5207
CONNECT WITH Travis
  • linkedin link

Stephan Morris

CFP®

Financial Planner, CEO 24.31 Miles

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

Financial Advisor serving Sandy, Oregon and the surrounding communities.

TriHelix Wealth Collective

2130 N Kilpatrick Street, P.O. Box 17201
Portland, OR 97217-6425
(503) 437-9325

Will Kellar

CFP®

Managing Partner, Director of Wealth Advisory | Professor 23.29 Miles

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

Fee Only Financial Advisor serving Sandy, 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

Ronald E. Wilkinson

CFP®, CeFT®

Advisor 23.69 Miles

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

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

Pinnacle Wealth Advisors

9200 SE Sunnybrook Blvd, Ste 170
Clackamas, OR 97015-5766
+ 1 More Address

Pinnacle Wealth Advisors

12703 SW 67th Ave
Tigard, OR 97223
(800) 898-4224
+1 More Number
(503) 274-4224

Leighann R. Miko

CFP®

Founder, Financial Advisor 22.43 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Equalis Financial

1231 NW Hoyt St, Suite 203
Portland, OR 97209
+ 1 More Address

Equalis Financial

7080 Hollywood Blvd
Los Angeles, CA 90028-6938
(503) 395-7175
CONNECT WITH Leighann
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