Financial Planners in Cornelius, OR

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1. Edward Jones - Financial Advisor: Matthew Simon, CFP®|AAMS®

Edward Jones - Financial Advisor: Matthew Simon, CFP®|AAMS®

4150 Pacific Ave Ste 350, Forest Grove, OR 97116

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

2. David Yates, Financial Advisor | RJFS, Inc. | OnPoint

David Yates, Financial Advisor | RJFS, Inc. | OnPoint

Serving the Cornelius Area

CLOSED NOW:9:00 am - 1:00 pm

From Business: 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…

3. John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint

John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint

Serving the Cornelius Area

CLOSED NOW:9:00 am - 1:00 pm

From Business: Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few…

4. Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint

Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint

Serving the Cornelius Area

CLOSED NOW:9:00 am - 1:00 pm

From Business: 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…

8. Edward Jones - Financial Advisor: Blake Wandell

Edward Jones - Financial Advisor: Blake Wandell

5193 NE Elam Young Pkwy Ste C, Hillsboro, OR 97124

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

9. Edward Jones - Financial Advisor: Shabaka McKey

Edward Jones - Financial Advisor: Shabaka McKey

6554 NE Campus Way Ste 5, Hillsboro, OR 97124

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

10. Laura Thompson-Aue - Thrivent

Laura Thompson-Aue - Thrivent

9620 NE Tanasbourne Dr Ste 300, Hillsboro, OR 97124

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Laura Thompson-Aue is committed to providing financial…

11. Oregon Trail Investment Services

Oregon Trail Investment Services

12725 SW Millikan Way, Beaverton, OR 97005

CLOSED NOW:

From Business: We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and…

14. Edward Jones - Financial Advisor: Corey C Lance

Edward Jones - Financial Advisor: Corey C Lance

1849 NE 106th Ave Ste 202, Beaverton, OR 97006

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

15. Edward Jones - Financial Advisor: Nicholas M Bales

Edward Jones - Financial Advisor: Nicholas M Bales

14795 SW Murray Scholls Dr Ste 102, Beaverton, OR 97007

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

16. Fidelity Investments

Fidelity Investments

2785 SW Cedar Hills Blvd, Beaverton, OR 97005

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

17. Amber Nieves - COUNTRY Financial Representative

Amber Nieves - COUNTRY Financial Representative

1915 NW Amberglen Pkwy Ste 400, Beaverton, OR 97006

CLOSED NOW:Closed

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

18. Jonathan Brubaker - COUNTRY Financial Representative

Jonathan Brubaker - COUNTRY Financial Representative

1915 NW Amberglen Pkwy Ste 365, Beaverton, OR 97006

CLOSED NOW:Closed

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

19. Jodie Loeks - COUNTRY Financial Representative

Jodie Loeks - COUNTRY Financial Representative

1915 NW Amberglen Pkwy Ste 365, Beaverton, OR 97006

CLOSED NOW:Closed

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

20. Independent Investment Advisors

Independent Investment Advisors

9620 NE Tanasbourne Dr, Hillsboro, OR 97124

CLOSED NOW:

From Business: We are an Independent Registered Investment Advisor (RIA) that provides investment management, financial planning, tax planning, and financial advice. Our mission is to help…

YP
10 Years
in Business

21. Nate Drews - Thrivent

Nate Drews - Thrivent

9620 NE Tanasbourne Dr Ste 300, Hillsboro, OR 97124

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nate Drews is committed to providing financial advice,…

22. Edward Jones - Financial Advisor: Jon S Whitehouse

Edward Jones - Financial Advisor: Jon S Whitehouse

3835 SW 185th Ave Ste 300, Beaverton, OR 97078

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

23. Erlandson Wealth Management

Erlandson Wealth Management

14780 SW Osprey Dr, Beaverton, OR 97007

CLOSED NOW:Closed

From Business: Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our advisors are Dave…

24. Edward Jones - Financial Advisor: Cassie L McCallen

Edward Jones - Financial Advisor: Cassie L McCallen

4755 SW Watson Ave, Beaverton, OR 97005

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

25. Edward Jones - Financial Advisor: Jesse P Thompson

Edward Jones - Financial Advisor: Jesse P Thompson

4755 SW Watson Ave Ste 100, Beaverton, OR 97005

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

26. Edward Jones - Financial Advisor: Brian Stocks

Edward Jones - Financial Advisor: Brian Stocks

14795 SW Murray Scholls Dr Ste 102, Beaverton, OR 97007

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

28. Ben Rollins - Financial Advisor, Ameriprise Financial Services

Ben Rollins - Financial Advisor, Ameriprise Financial Services

8625 SW Cascade Ave Ste 104, Beaverton, OR 97008

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Josh Brakel - Private Wealth Advisor, Ameriprise Financial Services

Josh Brakel - Private Wealth Advisor, Ameriprise Financial Services

8625 SW Cascade Ave Ste 104, Beaverton, OR 97008

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Matthew Brodsky - Financial Advisor, Ameriprise Financial Services

Matthew Brodsky - Financial Advisor, Ameriprise Financial Services

9665 SW Allen Blvd Ste 115, Beaverton, OR 97005

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 132 results for Financial Planners in or near Cornelius, OR.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Lake Oswego, Metzger, and Tigard Neighborhood Area 4. These businesses offer their services in one-or-more of the following languages: and French.