Oregon > Lake Oswego Yellow Pages > Finance > Investment Services & Advisors

Lake Oswego Investment Services & Advisors

Local Businesses: 78

Ameriprise Financial

5400 Meadows Road Suite 325
Lake Oswego, OR 97035-3605
(503) 620-7500 +view more
Ken Resnick (Manager)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial - Lake Oswego

478 2nd Street
Lake Oswego, OR 97034-3127
(503) 635-8192
Christopher Hall
Categories: Financial Planning Consultants

Amerprise Financiallake Oswego

5000 Meadows Road
Lake Oswego, OR 97035-2227
(503) 596-2000
Categories: Financial Planning Consultants, Financial Advisory Services

B2b Cfo

311 B Avenue
Lake Oswego, OR 97034-3055
(503) 303-5845
Categories: Financial Planning Consultants

Bankers Investments Service

16325 Boones Ferry Road
Lake Oswego, OR 97035-4290
(503) 636-1225
Mike Miller (Owner)
Categories: Investment Services & Advisors

Bates Group Llc

5005 Meadows Road
Lake Oswego, OR 97035-4287
(503) 670-7772 +view more
Scott Lucas (Manager)
Categories: Security Brokers & Dealers

Benjamin F Edwards & Co

5285 Meadows Road Suite 243
Lake Oswego, OR 97035-5291
(503) 638-0732 +view more
Benjamin Edwards (Owner)
Categories: Investment Services & Advisors

Brice Investments Llc

9 Monroe Parkway
Lake Oswego, OR 97035-1495
(503) 635-1950
Categories: Security Brokers & Dealers

Bridgeworks Capital

1820 Northshore Road
Lake Oswego, OR 97034-3746
(503) 635-9309
Mark Waller (President)
Products: Improvement Loans
Services: Business Services, Commercial Services, Debt Management, Homes
Categories: Financing Personal, Investment Services & Advisors

Bulldog Capital

4550 Kruse Way Suite 125
Lake Oswego, OR 97035-3533
(503) 344-4352
Categories: Financial Planning Consultants

Charles Carter Company

1653 Devon Lane
Lake Oswego, OR 97034-6263
(503) 635-3802
Categories: Financial Planning Consultants, Financial Advisory Services

Childress Craig

5285 Meadows Road
Lake Oswego, OR 97035-3397
(503) 603-0876 +view more
Craig Childress
Categories: Financial Planning Consultants

Chinook Capital Management

5800 Meadows Road Suite 210
Lake Oswego, OR 97035-8246
(503) 228-1116 +view more
Categories: Investment Services & Advisors

Cleland Woolworth Capital Group Llc

5800 Meadows Road
Lake Oswego, OR 97035-8238
(503) 968-0950
Gary Woolworth (Owner)
Categories: Investment Services & Advisors, Retirement & Estate Planning

Concentric Investments

16679 Boones Ferry Road
Lake Oswego, OR 97035-4365
(503) 699-4168
Categories: Security Brokers & Dealers

Crown Capital Securities

470 2nd Street
Lake Oswego, OR 97034-3199
(503) 387-3560
Categories: Security Brokers & Dealers

D.A. Davidson & Co - Lake Oswego Branch

2 Centerpointe Drive Suite 325
Lake Oswego, OR 97035-8672
(503) 603-3062 +view more
Categories: Security Brokers & Dealers

Deschutes Portfolio Strategies

4949 Meadows Road Suite 200
Lake Oswego, OR 97035-3162
(503) 210-3000
Categories: Investment Services & Advisors

Eagle Financial

5335 Meadows Road Suite 140
Lake Oswego, OR 97035-3129
(503) 655-3315
Categories: Financial Planning Consultants

Edward Jones - Financial Advisor: Eric J Weberg

MAKING SENSE OF INVESTING
543 3rd Street Suite A1
Lake Oswego, OR 97034-5052
(503) 699-8446
Products: Lake Oswego Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Kevin Brenden

MAKING SENSE OF INVESTING
1387 Mcvey Avenue
Lake Oswego, OR 97034-6070
(503) 635-0938
Products: Lake Oswego Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Pat Crowell

MAKING SENSE OF INVESTING
17040 Pilkington Road Suite 206
Lake Oswego, OR 97035-5498
(503) 635-0651
Products: Lake Oswego Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Patrick De La Grange

MAKING SENSE OF INVESTING
1 Centerpointe Drive Suite 111
Lake Oswego, OR 97035-8611
(503) 670-8262
Products: Lake Oswego Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Elk Rock Capital

696 Mcvey Avenue Suite 101
Lake Oswego, OR 97034-4848
(503) 675-1700
Robert Moir (Manager)
Categories: Financial Services, Financial Advisory Services

Etesian Wealth Advisors

17040 Pilkington Road Suite 200
Lake Oswego, OR 97035-5587
(503) 387-3615
Stan Lochrie (President)
Categories: Business Services, Investment Services & Advisors

Etesian Wealth Advisors

17040 Pilkington Road Suite 300
Lake Oswego, OR 97035-5498
(503) 387-3261
Categories: Financial Planning Consultants, Financial Advisory Services

Family Wealth Institute

4550 Kruse Way Suite 115
Lake Oswego, OR 97035-2579
(503) 636-1108
Stuart Funke (President)
Categories: Security Brokers & Dealers

Fcs Group

4000 Kruse Way Place Suite 1-220
Lake Oswego, OR 97035-2544
(503) 344-4042
Categories: Investment Services & Advisors

Filigree Advisors

201 B Avenue Suite 290
Lake Oswego, OR 97034-3159
(503) 496-3230
Categories: Insurance Carriers, Investment Services & Advisors

First Commerce Of America

155 B Avenue Suite 300
Lake Oswego, OR 97034-3181
(503) 635-4667
Arthur Berg (Owner)
Categories: Security Brokers & Dealers

Fmt Solutions

300 Oswego Pointe Drive Suite 101
Lake Oswego, OR 97034-3254
(503) 636-0098
Categories: Financial Services, Financial Planning Consultants

Foster & Associates Inc.

5 Centerpointe Drive Suite 400
Lake Oswego, OR 97035-8661
(503) 443-1155 +view more
Categories: Financial Planning Consultants

Foster And Associates Inc

17040 Pilkington Road Suite 210
Lake Oswego, OR 97035-5587
(503) 607-0103
Categories: Insurance Carriers, Investment Services & Advisors

Gore Financial Group

5285 Meadows Road Suite 115
Lake Oswego, OR 97035-5250
(503) 603-0874
George Kopp (Owner)
Categories: Financial Services, Financial Planning Consultants

Hanover Partners

201 B Avenue Suite 270
Lake Oswego, OR 97034-3159
(503) 699-6410
Categories: Venture Capital Firms

J W Millegan Inc

4949 Meadows Road Suite 600
Lake Oswego, OR 97035-6101
(503) 295-5232
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Jpmorgan Chase & Co

5300 Meadows Road
Lake Oswego, OR 97035-8217
(503) 277-1160
Categories: Banks, Investment Services & Advisors

Koios Path

16016 Boones Ferry Road
Lake Oswego, OR 97035-4357
(503) 908-0793
Categories: Financial Planning Consultants

Lincoln Asset Management

5809 Jean Road
Lake Oswego, OR 97035-5384
(503) 542-4761
Categories: Financial Planning Consultants

Mcclain & Associates

10 Mountain Circle
Lake Oswego, OR 97035-1900
(503) 282-3386
Ellen May (Executive)
Categories: Financial Planning Consultants

Medical Professionals

310 North State Street Suite 206
Lake Oswego, OR 97034-3259
(503) 697-0817 +view more
Todd Caudle (Owner)
Categories: Employment Agencies, Financial Advisory Services

Merrill Lynch

4004 Kruse Way Place Suite 100
Lake Oswego, OR 97035-2477
(503) 699-7200 +view more
Cande Johnson (Sales Executive)
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Michael R Handy Cpa

4550 Kruse Way Suite 200
Lake Oswego, OR 97035-2580
(503) 635-6100 +view more
Michael Handy (Cpa)
Categories: Accounting, Auditing & Bookkeeping Services, Investment Services & Advisors

Nelson Investment Company

470 6th Street Suite A
Lake Oswego, OR 97034-2920
(503) 636-0218 +view more
Categories: Security Brokers & Dealers

Northwest Investment Counselors

5885 Meadows Road Suite 860
Lake Oswego, OR 97035-8650
(503) 906-9624 +view more
Mark Scarlett (Owner)
Categories: Investment Services & Advisors

Northwest Investment Counselors

340 Oswego Pointe Drive Suite 104
Lake Oswego, OR 97034-3246
(971) 404-0179
Categories: Investment Services & Advisors

Obsidian Finance Group Llc

5 Centerpointe Drive Suite 590
Lake Oswego, OR 97035-8635
(503) 245-8800 +view more
Phillip Vincent (Senior Vp)
Categories: Financial Planning Consultants, Financial Advisory Services

Onsight Investments Llc

Lake Oswego, OR 97034
(503) 765-7337 +view more
Categories: Security Brokers & Dealers

Orca Investment Management Llc

6 Centerpointe Drive Suite 300
Lake Oswego, OR 97035-8660
(503) 336-0501 +view more
William Barham (Manager)
Categories: Investment Services & Advisors

Oregon Wealth Management

8 North State Street Suite 200
Lake Oswego, OR 97034-3956
(503) 635-4055
Categories: Investment Services & Advisors

Pacific Coast Investment..

5285 Meadows Road Suite 330
Lake Oswego, OR 97035-3478
(503) 968-2500
John Murphy (Manager)
Categories: Investment Services & Advisors

Pacific Investment Securities Corporation

311 B Avenue
Lake Oswego, OR 97034-3055
(503) 699-0618
Ed Haessler (Owner)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Pacific Ridge Capital Partners

4900 Meadows Road Suite 320
Lake Oswego, OR 97035-2225
(541) 782-5977
Categories: Investment Services & Advisors

Paine Pacific

3 Monroe Parkway Suite P250
Lake Oswego, OR 97035-1486
(503) 697-6922
Nels Paine (Manager)
Categories: Investment Services & Advisors

Pearl Investment Services Inc

5285 Meadows Road Suite 355
Lake Oswego, OR 97035-5271
(503) 620-1271 +view more
Mike Russell (Owner)
Categories: Investment Services & Advisors

Pearson Financial

5665 Meadows Road Suite 120
Lake Oswego, OR 97035-3130
(503) 670-0500
Categories: Financial Advisory Services

Peregrine Private Capital

5000 Meadows Road Suite 230
Lake Oswego, OR 97035-2268
(503) 305-5375
Categories: Investment Services & Advisors

Pollack Family Investments

4309 Oakridge Road
Lake Oswego, OR 97035-3418
(503) 305-5090 +view more
Bernice Romero (Manager)
Categories: Security Brokers & Dealers, Doctors, Physicians & Surgeons

Randall Investment Group

2 Centerpointe Drive Suite 210
Lake Oswego, OR 97035-8627
(971) 249-0408 +view more
Bruce Cunningham (Owner)
Categories: Investment Services & Advisors

Retirement Asset Management

4900 Meadows Road Suite 130
Lake Oswego, OR 97035-3148
(503) 636-1443
Categories: Retirement Planning Consultants & Services, Financial Planning Consultants

Rjp Investments Llc

17690 Boones Ferry Road
Lake Oswego, OR 97035-5224
(503) 387-5982
Roberto Paglinawan (Owner)
Categories: Home Additions & Remodeling Contractors, Security Brokers & Dealers

Rohillco Hill Compnay

5 Mount Jefferson Terrace
Lake Oswego, OR 97035-1438
(503) 636-0495
Categories: Financial Planning Consultants

Rubicon Global Llc

7 Walking Woods Drive
Lake Oswego, OR 97035-1023
(503) 635-4453
Categories: Holding Companies, Investment Services & Advisors

Siegfried Hart & Cox

5335 Meadows Road Suite 240
Lake Oswego, OR 97035-3189
(503) 972-3220
Jim Siegfried (Partner)
Categories: Financial Planning Consultants

Sippel Doug

5285 Meadows Road Suite 115
Lake Oswego, OR 97035-5250
(503) 629-0810
Doug Sippel
Categories: Financial Planning Consultants

Sumitomo Corporation Of America

2 Centerpointe Drive Suite 550
Lake Oswego, OR 97035-8633
(503) 684-7870
H Kurosaki (Manager)
Categories: Security Brokers & Dealers, Exporters

Sykes Financial Services

PO Box 587
Lake Oswego, OR 97034-0064
(503) 699-9556
Karen Sykes (Owner)
Categories: Financial Planning Consultants

The Lpl

17268 Fernwood Drive
Lake Oswego, OR 97034-6868
(503) 303-5912
Categories: Security Brokers & Dealers

Timberg Thomas P Cfp

15800 Boones Ferry Road Suite C101
Lake Oswego, OR 97035-3492
(503) 635-2229
Thomas Timberg (Cfp)
Categories: Financial Planning Consultants

Tony H Davidson

9 Monroe Parkway
Lake Oswego, OR 97035-1495
(503) 594-1117
Tony Davidson
Categories: Investment Services & Advisors

U.S. Bank

16480 Boones Ferry Road
Lake Oswego, OR 97035-4208
(503) 635-4441 +view more
Brad Mckee (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

333 South State Street Suite Q
Lake Oswego, OR 97034-3948
(503) 636-7161 +view more
Patty Zimmerman (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Ubs Financial Services

5285 Meadows Road Suite 495
Lake Oswego, OR 97035-3197
(503) 620-4208 +view more
Products: Bonds, Futures, International Securities, Iras, Loans, Mutual Funds, Stocks,…
Services: Asset Management, Banking, Brokerage Services, Business Loans, Business Services,…
Categories: Financial Services, Security Brokers & Dealers

Waddell & Reed

5335 Meadows Road Suite 300
Lake Oswego, OR 97035-3114
(503) 627-0740
James Walsh (Manager)
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants, Investments & Mutual Funds

Waddell & Reed

4949 Meadows Road Suite 625
Lake Oswego, OR 97035-3161
(503) 675-4482 +view more
Categories: Financial Advisory Services

Wbh Financial Services

4500 Kruse Way Suite 340
Lake Oswego, OR 97035-3598
(503) 699-9200
Categories: Financial Services, Financial Planning Consultants

Wealth Management Inc

Lake Oswego, OR 97034
(503) 387-5239
Categories: Investment Services & Advisors

Wells Capital Management

5335 Meadows Road Suite 290
Lake Oswego, OR 97035-3150
(503) 916-8727
Categories: Investment Services & Advisors
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