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Map of Durham, OR

Financial Planners in Durham, OR

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2. Wells Fargo Advisors

Wells Fargo Advisors

5400 Meadows Rd Ste 200, Lake Oswego, OR 97035

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

3. Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services

Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services

16037 SW Upper Boones Ferry Rd Ste 175, Portland, OR 97224

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…

4. Steward Partners

Steward Partners

15495 SW Sequoia Pkwy Ste 150, Portland, OR 97224

CLOSED NOW:Closed

From Business: A Partnership Built By and For Today's Wealth Advisors and Their Clients

5. Fidelity Investments

Fidelity Investments

7493 SW Bridgeport Rd, Tigard, OR 97224

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
59 Years
in Business
Amenities:
Wheelchair accessible

7. Shawn Downey - Financial Advisor, Ameriprise Financial Services

Shawn Downey - Financial Advisor, Ameriprise Financial Services

6650 SW Redwood Ln Ste 160, Portland, OR 97224

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…

8. Bridgetown Legacy Advisors - Ameriprise Financial Services

Bridgetown Legacy Advisors - Ameriprise Financial Services

6650 SW Redwood Ln Ste 160, Portland, OR 97224

From Business: At Bridgetown Legacy Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

9. Stephen M Aaron - Private Wealth Advisor, Ameriprise Financial Services

Stephen M Aaron - Private Wealth Advisor, Ameriprise Financial Services

7450 SW Beveland Rd Ste 100, Portland, OR 97223

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…

10. Michael Morgan - Financial Advisor, Ameriprise Financial Services

Michael Morgan - Financial Advisor, Ameriprise Financial Services

7450 SW Beveland Rd Ste 100, Portland, OR 97223

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…

11. Amelia Beukers - Associate Financial Advisor, Ameriprise Financial Services

Amelia Beukers - Associate Financial Advisor, Ameriprise Financial Services

7450 SW Beveland Rd Ste 100, Portland, OR 97223

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…

12. Bill Terrill - Private Wealth Advisor, Ameriprise Financial Services

Bill Terrill - Private Wealth Advisor, Ameriprise Financial Services

7450 SW Beveland Rd Ste 100, Portland, OR 97223

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…

13. Mitchell Hurley - Financial Advisor, Ameriprise Financial Services

Mitchell Hurley - Financial Advisor, Ameriprise Financial Services

7450 SW Beveland Rd Ste 100, Portland, OR 97223

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…

14. Eric Ingmire - Financial Advisor, Ameriprise Financial Services

Eric Ingmire - Financial Advisor, Ameriprise Financial Services

17040 Pilkington Rd Ste 212, Lake Oswego, OR 97035

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…

15. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

6000 Meadows Rd, Lake Oswego, OR 97035

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Lake Oswego, OR. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

16. Joshua T Gregory - Private Wealth Advisor, Ameriprise Financial Services

Joshua T Gregory - Private Wealth Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

17. Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services

Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

18. Kale Chalmers - Financial Advisor, Ameriprise Financial Services

Kale Chalmers - Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

19. David Lehman - Financial Advisor, Ameriprise Financial Services

David Lehman - Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

20. Sean Stansfield - Financial Advisor, Ameriprise Financial Services

Sean Stansfield - Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

21. Kieric Wilcox - Associate Financial Advisor, Ameriprise Financial Services

Kieric Wilcox - Associate Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

22. Ronald Lam - Financial Advisor, Ameriprise Financial Services

Ronald Lam - Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

23. Douglas Godfrey - Financial Advisor, Ameriprise Financial Services

Douglas Godfrey - Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

24. Joseph Williams - Financial Advisor, Ameriprise Financial Services

Joseph Williams - Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035

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…

25. Steward Partners

Steward Partners

4949 Meadows Rd Ste 400, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: A Partnership Built By and For Today's Wealth Advisors and Their Clients

26. Richard Hogue - RBC Wealth Management Financial Advisor

Richard Hogue - RBC Wealth Management Financial Advisor

4949 Meadows Rd Ste 250, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Roger Molatore - RBC Wealth Management Financial Advisor

Roger Molatore - RBC Wealth Management Financial Advisor

4949 Meadows Rd Ste 250, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Larry Vanlaningham - RBC Wealth Management Financial Advisor

Larry Vanlaningham - RBC Wealth Management Financial Advisor

4949 Meadows Rd Ste 250, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Shelly M. McFarland - RBC Wealth Management Financial Advisor

Shelly M. McFarland - RBC Wealth Management Financial Advisor

4949 Meadows Rd Ste 250, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Peter W. Spiekerman - RBC Wealth Management Financial Advisor

Peter W. Spiekerman - RBC Wealth Management Financial Advisor

4949 Meadows Rd Ste 250, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…