Local OR Financial Advisors
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Bob Stein, Financial Planner
9400 SW Barnes Rd. Suite 400
Portland, OR 97225
P. (503) 265-5524At Lincoln Financial Advisors, my main service is to provide you an objective and comprehensive fee-based financial plan. I am a financial planner, \"not a money manager\". My work consists of analyzing my clients\' assets, paying close attention to three
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Evergreen Financial Advisors, Inc.
1815 SW Marlow Avenue, Suite 210
Portland, OR 97225
P. (503) 297-7654Nelson Rutherford, CPA/PFS, CFP?, is president of Evergreen Financial Advisors and the managing partner of the CPA firm Alten Sakai & Company, LLP. He has worked in the areas of individual tax planning and preparation, retirement plan design and consultin
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Grove, Mueller & Swank P.C.
475 Cottage Street NE, Ste 200 P.O. Box 2122
Salem, OR 97308
P. (503) 581-7788The firm of Grove, Mueller & Swank, P.C. is the successor to the Touche Ross & Co. office in Salem. Touche Ross (now Deloitte & Touche) is one of the national accounting firms commonly referred to as the "Big Five." From that beginning in 1983, Grove,
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Finley Financial
1709 NE 27th Street, Suite B
McMinnville, OR 97128
P. (503) 474-3535Finley Financial is licensed as a Registered Investment Adviser by the Securities Exchange Commission. Jay Finley is a fee only adviser. Jay Finley holds the Certified Financial Planner (CFP?) designation. He received his training in financial planni
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Chamberlain Financial Services
Capitol Center Building
Salem, OR 97301
P. (503) 364-8722Since 1950, Chamberlain Financial Services has been assisting individual clients, business owners as well as their employees, to help accumulate and preserve their financial wealth through creative planning techniques, superior individual and group produc
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New Outlook Financial, LLC
813 SW Alder Street Suite #410
Portland, OR 97205
P. (503) 621-2039Charles Carroll CFP?, MBA, MA, AIF?, came to financial planning after a 12-year career as a river guide, watershed advocate and wilderness educator. His passion for wild places and the environment led him to pursue studies in Sustainable Community Develo
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Physician Family Financial Advisors Inc.
399 East 10th Avenue, Suite 103
Eugene, OR 97401
P. (541) 463-0899\"Money is more than what you make... money is what you make of it,\" says Ben Utley, president and founder of Physician Family Financial Advisors Inc.. Ben began his career in finance with Waddell & Reed in 1994 and launched his own firm just two year
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Silver Oak Advisory Group
1130 SW Morrison Street, Suite 610
Portland, OR 97205
P. (503) 242-1715Ben Gilbert is a Certified Financial Planner? and has been practicing as a fee-only financial advisor since 2005. He earned a Bachelor of Science in Business Administration from Humboldt State University and graduated from the Financial Planning progra
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CFP Inc.,
625 Hawthorne Avenue SE, Suite 100 P.O. Box 12888
Salem, OR 97309
P. (503) 540-6990Most corporations and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments they find that they are left with a transactional approach because investment options are spread among stockbrokers
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Oregon Pacific Financial Advisors, Inc.
210 West 8th Street
Medford, OR 97501
P. (541) 772-1116Throughout his life Rich has enjoyed taking things apart in order to see how they worked. Applying this mindset throughout his professional career, Rich has used this as a framework for success. As a financial planner, Rich takes the various components of