Investment Securities in Lake Oswego, OR

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1. Douglas Godfrey-Financial Advisor, Ameriprise Financial Services

Douglas Godfrey-Financial Advisor, Ameriprise Financial Services

5000 Meadows Rd, Lake Oswego, OR 97035

CLOSED NOW:8:00 am - 5:00 pm

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…

2. United Financial NW

United Financial NW

16577 Boones Ferry Rd, Lake Oswego, OR 97035

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

From Business: Financial Advisors who specialize in retirement planning and investment analysis. Extremely knowledgeable on Oregon PERS Tier One, Tier Two and OPSRP.

6. Ubs

Ubs

5285 Meadows Rd Ste 495, Lake Oswego, OR 97035

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

9. D A Davidson, Benjamin Howell

D A Davidson, Benjamin Howell

2 Centerpointe Dr Ste 325, Lake Oswego, OR 97035

CLOSED NOW:9:00 am - 4:00 pm

10. D A Davidson & Co

D A Davidson & Co

2 Centerpointe Dr Ste 325, Lake Oswego, OR 97035

CLOSED NOW:9:00 am - 4:00 pm

12. Edward Jones - Financial Advisor: Matthew A Majewski

Edward Jones - Financial Advisor: Matthew A Majewski

1 Centerpointe Dr Ste 111, Lake Oswego, OR 97035

CLOSED NOW:8:00 am - 5:00 pm

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

13. Kevin Kalin - Financial Advisor, Ameriprise Financial Services

Kevin Kalin - Financial Advisor, Ameriprise Financial Services

425 2nd St Ste 210, Lake Oswego, OR 97034

CLOSED NOW:8:00 am - 5:00 pm

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. Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS™

Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS™

145 Evergreen Rd, Lake Oswego, OR 97034

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

15. Bates Group LLC

Bates Group LLC

5005 Meadows Rd Ste 300, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: LECG is a global expert services firm that provides independent expert testimony, original authoritative studies and strategic advisory services to a variety of clients,…

YP
44 Years
in Business

16. Kent, Robert, AGT

Kent, Robert, AGT

334 3rd St, Lake Oswego, OR 97034

CLOSED NOW:8:00 am - 5:00 pm

From Business: At Point Forward Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

17. Brenden, Kevin, CFP

Brenden, Kevin, CFP

145 Evergreen Rd, Lake Oswego, OR 97034

CLOSED NOW:8:30 am - 5:00 pm

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…

18. Ly, Linda, CFP

Ly, Linda, CFP

145 Evergreen Rd, Lake Oswego, OR 97034

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

19. Calhoon, Kent J, AGT

Calhoon, Kent J, AGT

145 Evergreen Rd, Lake Oswego, OR 97034

CLOSED NOW:8:30 am - 5:00 pm

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…

20. RBC Capital Markets

RBC Capital Markets

4949 Meadows Rd, Lake Oswego, OR 97035

CLOSED NOW:7:00 am - 3:00 pm

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

21. Summit Wealth Advisory Group

Summit Wealth Advisory Group

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…

22. Nichols Wealth Management Group

Nichols Wealth Management Group

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…

23. Foundation Wealth Group

Foundation Wealth Group

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…

24. Stansfield, Sean, AGT

Stansfield, Sean, AGT

5000 Meadows Rd, Lake Oswego, OR 97035

CLOSED NOW:8:00 am - 5:00 pm

From Business: The advisor listed is an Ameriprise financial advisor in Lake Oswego. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

25. Lam, Ronald, CFP

Lam, Ronald, CFP

5000 Meadows Rd, Lake Oswego, OR 97035

From Business: The advisor listed is an Ameriprise financial advisor in Lake Oswego. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

26. TruPoint Wealth Management - UBS Financial Services Inc.

TruPoint Wealth Management - UBS Financial Services Inc.

5300 Meadows Rd Ste 300, Lake Oswego, OR 97035

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

From Business: UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related…

27. Hall, Christopher, MBA

Hall, Christopher, MBA

17040 Pilkington Rd, 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…

28. Geymann, Darrell

Geymann, Darrell

17040 Pilkington Rd, Lake Oswego, OR 97035

CLOSED NOW:8:00 am - 4:30 pm

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

29. D.A. Davidson

D.A. Davidson

2 Centerpointe Dr Ste 200, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: Our approach to financial planning always begins with a discovery process of asking â??what is your story?â?? We want every relationship to matter, to be built on more than a…

30. WestPac Wealth Partners

WestPac Wealth Partners

5 Centerpointe Dr Ste 220, Lake Oswego, OR 97035

CLOSED NOW:Closed

From Business: Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

We found 329 results for Investment Securities in or near Lake Oswego, OR.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Services. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Neighbors West-Northwest, Downtown Portland, and Fisher's Village.