Financial Advisors in Lake Oswego, Oregon (Clackamas County)

Jeff Schultz

25 miles from Lake Oswego, OR

Providing investment and financial services to Scappoose, St. Helens, and Rainier since 1999. Retirement income specialist.

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA, SIPC. Cetera is under separate ownership from any other named entity.... See More

Highlights: CFP Â®, Certified Financial Planner, Retirement Planning., Investment Planning, Strategic Tax Planning, Goal Setting, High Net Worth Planning, Socially Responsible Investments, Investment Services, Roth IRA, 401K Consulting, Mutual Funds, Middle Income, Sustainability, Goal Planning, Comprehensive Financial Planning, Asset Protection, Legacy Planning, Financial Planning For Physicians, Professional Wealth Management

Sommers Financial Management

30 miles from Lake Oswego, OR

Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle. We use a disciplined, personalized approach that takes the stress out of planning and investing.

Highlights: Retirement Income Planning, Estate Planning, Charitable Planning, Fiduciary, Wealth Management, Middle Income, Professional Wealth Management, MBA, ETFs, Advisory And Investment Management, Sustainability, Financial Planning, Retirement Planning, Investment Services, 401K Consulting, Investment Consulting, Stocks, Special Needs Planning, Business Planning, College Planning