Financial Services in West Linn, OR

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1. All Around Bookkeeping Incorporated

All Around Bookkeeping Incorporated

2416 SE Maple St, Portland, OR 97267

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

From Business: For all your Bookkeeping needs, whether you're a Mid-Sized or Small Business, All Around Bookkeeping can go to work for you. End of the year reporting or Profit & Loss…

YP
20 Years
in Business

2. Chase Bank

Chase Bank

19080 Willamette Dr, West Linn, OR 97068

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

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

3. Mutual of Omaha Mortgage

Mutual of Omaha Mortgage

18825 Willamette Dr, West Linn, OR 97068

CLOSED NOW:8:00 am - 6:00 pm

From Business: Mutual of Omaha Mortgage, a Mutual of Omaha Insurance family company, is a leading residential mortgage provider that is committed to helping their clients protect what they…

4. Edward Jones - Financial Advisor: Christian Garcia

Edward Jones - Financial Advisor: Christian Garcia

2180 8th Ct Ste 200, West Linn, OR 97068

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…

5. Edward Jones - Financial Advisor: W Corey Broughton, ChFC®|AAMS®

Edward Jones - Financial Advisor: W Corey Broughton, ChFC®|AAMS®

2180 8th Ct Ste 200, West Linn, OR 97068

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

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

6. Jeff Marshall - Financial Advisor, Ameriprise Financial Services

Jeff Marshall - Financial Advisor, Ameriprise Financial Services

1800 Blankenship Rd Ste 220, West Linn, OR 97068

CLOSED NOW:8:00 am - 4:30 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…

7. Kristi Van Vleck - Private Wealth Advisor, Ameriprise Financial Services

Kristi Van Vleck - Private Wealth Advisor, Ameriprise Financial Services

1660 Willamette Falls Dr, West Linn, OR 97068

CLOSED NOW:9:00 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…

8. Cascade Northern Mortgage

Cascade Northern Mortgage

4800 Meadows Rd Ste 300, Lake Oswego, OR 97035

CLOSED NOW:8:00 am - 6:00 pm

From Business: I love what I do! Being straight forward and honest plays a key role to my success. My goal is to help people make buying a home a reality, if their credit is bad I help them…

YP
25 Years
in Business

9. PW Bookkeeping

PW Bookkeeping

PO Box 1535, Clackamas, OR 97015

CLOSED NOW:9:00 am - 7:00 pm

From Business: I have been a full charge Bookkeeper for over 11 years. I specialize in small business and have worked with a wide range of fields. I understand the workload that small…

10. 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

11. Edward Jones - Financial Advisor: Nicholas P Thorne, CFP®

Edward Jones - Financial Advisor: Nicholas P Thorne, CFP®

702 Main St, Oregon City, OR 97045

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

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…

12. Darin Thornhill, Mortgage Loan Officer at OnPoint Mortgage - NMLS #174470

Darin Thornhill, Mortgage Loan Officer at OnPoint Mortgage - NMLS #174470

19753 Highway 213, Oregon City, OR 97045

CLOSED NOW:9:00 am - 5:30 pm

From Business: Mortgage Loan Officer NMLS #174440 Entering the mortgage industry in 2000, I have experience working with all types of loan programs and I am committed to building lasting…

YP
9 Years
in Business

13. Edward Jones - Financial Advisor: Kevin Brenden, CFP®

Edward Jones - Financial Advisor: Kevin Brenden, CFP®

145 Evergreen Rd, Lake Oswego, OR 97034

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

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

14. 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…

15. Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services

Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services

334 3rd St, Lake Oswego, OR 97034

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…

16. Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services

Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services

334 3rd St, Lake Oswego, OR 97034

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. John Satterberg - Banner Bank Residential Loan Officer

John Satterberg - Banner Bank Residential Loan Officer

412 A Ave Ste 300, Lake Oswego, OR 97034

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

From Business: Home loans for purchase, refinance, construction and renovation.

18. Nicholas Hymel - Financial Advisor, Ameriprise Financial Services

Nicholas Hymel - Financial Advisor, Ameriprise Financial Services

9200 SE Sunnybrook Blvd Ste 180, Clackamas, OR 97015

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…

19. Kristin Van Gordon, Mortgage Loan Officer at OnPoint Mortgage - NMLS #1456899

Kristin Van Gordon, Mortgage Loan Officer at OnPoint Mortgage - NMLS #1456899

8854 SE Sunnyside Rd, Clackamas, OR 97015

CLOSED NOW:9:00 am - 5:30 pm

From Business: Mortgage Loan Officer NMLS #1456899 I enjoy helping members navigate the lending process and removing stress to make their home buying experience an enjoyable one. Whether…

YP
6 Years
in Business

20. Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services

Theresa Austria-Kenney - Private Wealth Advisor, Ameriprise Financial Services

10121 SE Sunnyside Rd Ste 300, Clackamas, OR 97015

CLOSED NOW:8:00 am - 4:00 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…

21. Miriam Hakkoum - Banner Bank Residential Loan Officer

Miriam Hakkoum - Banner Bank Residential Loan Officer

16099 Boones Ferry Rd, Lake Oswego, OR 97035

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

From Business: The Banner Bank Home Lending team provides home loans for purchase, refinance, construction and renovation.

22. Class Act Business Solutions

Class Act Business Solutions

12808 Boones Ferry Rd, Lake Oswego, OR 97035

CLOSED NOW:8:30 am - 6:00 pm

From Business: At Class Act we aim to help your business Succeed and the owners Prosper. We are your dedicated business partners for small to mid-sized businesses with proven track record of…

23. Edward Jones - Financial Advisor: Darrell Geymann, CFP®|AAMS®

Edward Jones - Financial Advisor: Darrell Geymann, CFP®|AAMS®

17040 Pilkington Rd Ste 206, Lake Oswego, OR 97035

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…

24. Travis Pratt - Private Wealth Advisor, Ameriprise Financial Services

Travis Pratt - Private Wealth 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…

25. First Interstate Bank

First Interstate Bank

4900 Meadows Rd Ste 140, Lake Oswego, OR 97035

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

From Business: First Interstate Bank in Lake Oswego, OR offers a comprehensive suite of personal and business products to take care of your diverse financial needs. Whether you’re a…

26. 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…

27. 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

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…

28. 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: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…

29. 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: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…

30. Kacie Luidhardt, Mortgage Loan Officer at OnPoint Mortgage - NMLS #326892

Kacie Luidhardt, Mortgage Loan Officer at OnPoint Mortgage - NMLS #326892

6300 Meadows Rd, Lake Oswego, OR 97035

CLOSED NOW:9:00 am - 5:30 pm

From Business: Mortgage Loan Officer NMLS #326892 With 11 years in residential lending, I have experience working with all types of loan programs. Whether you are a first time home buyer or…

YP
17 Years
in Business

We found 932 results for Financial Services in or near West Linn, OR.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 12 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Neighbors West-Northwest, Downtown Portland, and Lake Oswego. These businesses offer their services in one-or-more of the following languages: Spanish, French, and Russian.