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Financial Advisors in Oregon City, OR

How to choose a financial advisor in Oregon City

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.

Owen Arn

Financial Advisor

LPL FINANCIAL LLC

Oregon City, OR

ProfileNo contact yet

Todd Saracco

Financial Advisor

Farmers Financial Solutions, Llc

Oregon City, OR

ProfileNo contact yet

Elena Welch

Financial Advisor

J.P. Morgan Securities Llc

Oregon City, OR

ProfileNo contact yet

Michael Allen

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Oregon City, OR

ProfileNo contact yet

Stacy Spahr

Financial Advisor

Country Capital Management Company

Oregon City, OR

ProfileNo contact yet

Brett Custer

Financial Advisor

Farmers Financial Solutions, Llc

Oregon City, OR

ProfileNo contact yet
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