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Financial Advisors in Clackamas, OR

How to choose a financial advisor in Clackamas

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Tara McShane

Financial Advisor

Country Capital Management Company

Clackamas, OR

ProfileNo contact yet

Jean Forster

Financial Advisor

Ameriprise Financial Services, Llc

Clackamas, OR

ProfileNo contact yet

Caleb Pugh

Financial Advisor

Farmers Financial Solutions, Llc

Clackamas, OR

ProfileNo contact yet

Keith Lake

Financial Advisor

U.S. Bancorp Advisors, Llc

Clackamas, OR

ProfileNo contact yet

Raquel Hazen

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clackamas, OR

ProfileNo contact yet

Joshua Gay

Financial Advisor

Pinnacle Wealth Advisors

Clackamas, OR

ProfileNo contact yet
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