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Financial Advisors in Lake Oswego, OR

How to choose a financial advisor in Lake Oswego

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.

Jaden Bender

Financial Advisor

Raymond James Financial Services, Inc.

Lake Oswego, OR

ProfileNo contact yet

Polly Meek

Financial Advisor

Mml Investors Services, Llc

Lake Oswego, OR

ProfileNo contact yet

Cameron Roberts

Financial Advisor

Progressive Investment Management Corporation

Lake Oswego, OR

ProfileNo contact yet

Penelope Doty

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Oswego, OR

ProfileNo contact yet

Terri Sager

Financial Advisor

Principal Securities, Inc.

Lake Oswego, OR

ProfileNo contact yet

William Diggs

Financial Advisor

Wells Fargo Clearing Services, Llc

Lake Oswego, OR

ProfileNo contact yet

Lisa McBride

Financial Advisor

Ameriprise Financial Services, Llc

Lake Oswego, OR

ProfileNo contact yet
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