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State DirectoryInvestment Management in Sunnyside Clackamas, OR
1. Edward Jones - Financial Advisor: Ken McClintock, AAMS™
10217 SE Sunnyside Rd, Clackamas, OR 97015
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…
3. Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services
10121 SE Sunnyside Rd Ste 300, Clackamas, OR 97015
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…
6. Summa Global Advisors
12901 SE 97th Ave Ste 390, Clackamas, OR 97015
7. Matrix Wealth Management, Inc.
8800 SE Sunnyside Rd Ste 213N, Clackamas, OR 97015
8. Nicholas Hymel - Financial Advisor, Ameriprise Financial Services
9200 SE Sunnybrook Blvd Ste 180, Clackamas, OR 97015
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…
9. Soriah Sobbizadeh - COUNTRY Financial Representative
12550 SE 93rd Ave Ste 400, Clackamas, OR 97015
From Business: Sometimes, when you have more questions than answers, it might seem easier to do nothing at all. At COUNTRY Financial we help you take small steps today with personalized…
10. Luke Cooley - COUNTRY Financial Representative
12550 SE 93rd Ave Ste 400, Clackamas, OR 97015
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…
12. Duell Wealth Preservation
11301 SE Charview Ct, Happy Valley, OR 97086
15. Daniel Bartosz, CRPC®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Clackamas Area
From Business: Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your…
16. Natalie Berning, MBA, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Serving the Clackamas Area
From Business: My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will…
17. Edward Jones - Financial Advisor: Christopher Rice
14020 SE Johnson Rd Ste 206, Portland, OR 97267
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…
21. Voyager Wealth Management
516 High St, Oregon City, OR 97045
24. von Borstel & Associates, Inc.
9955 SE Washington St Ste 105, Portland, OR 97216
From Business: "Financial Success Means More than Just Great Investments." We help clients align their values, vision and wealth to achieve financial clarity and continued success.
26. Alpina Wealth Management
525 3rd St Ste 200, Lake Oswego, OR 97034
From Business: Alpina Wealth Management is a financial services firm located in Lake Oswego, OR. They specialize in providing financial planning, investment management, and insurance…
27. Ellen Kim, Robertson Stephens
525 3rd St Ste 224, Lake Oswego, OR 97034
From Business: Ellen is a Managing Director and Principal in Robertson Stephens Portland office. Ellen’s financial industry background has been broad and deep spanning more than 20 years. She…