Investment Planning Lake Oswego

Ivey Jacobson & Company
5335 Meadows Road (503) 684-4585

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Ivey Jacobson & Company, LLC
5335 Meadows Rd, Ste 455 (503) 684-4585

Pacific Capital Resource Group, Inc.
5335 Meadows Road (503) 352-0618

Natalie Berning, MBA, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
97035 (503) 525-8798

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Wells Fargo Advisors
522 A AVE (503) 697-1819

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Wells Fargo Advisors
15955 BOONES FERRY RD (503) 342-4228

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Faisal Al-Hashim - Morgan Stanley
4800 SW Meadows Rd (503) 534-3409

John Runyan - Morgan Stanley
4800 SW Meadows Rd (503) 534-3441

Matthew Stephen Asay - Morgan Stanley
4800 SW Meadows Rd (503) 534-3406

Wells Fargo Advisors
5400 SW Meadows Road Suite 200 (503) 598-8400

This location does not handle banking transactions

Jensen Investment Management, Inc.
5500 Meadows Rd #200 (503) 726-4384

Sean Hillis - BancWest Investment Services Financial Advisor
16555 Boones Ferry Road (503) 250-3519

MassMutual Oregon
5885 Meadows Rd #850 (503) 221-1211

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KeyBank
256 A Ave (503) 635-4331

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KeyBank
16210 Bryant Rd (503) 635-6671

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Gergen Wealth Management
4949 Meadows Road (971) 353-7800

Alpina Wealth Management
525 3rd Street Suite 200 (503) 675-2295

Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services, LLC
334 3rd St (503) 620-7500

More info available at FINRA's BrokerCheck website

Swanson Financial Services
4309 Oakridge Road (503) 603-9900