Investment Management in Durham, OR

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Resource Financial Planning - Financial Planners
(503) 245-3110
9115 SW Oleson Rd Ste 303
Portland, OR 97223
OPEN NOW

From Business: Resource Financial Planning, Inc. is a team of financial advisors who are dedicated to helping families and individuals achieve their financial dreams.At…

Edward Jones - Financial Advisor: Steve Aldrink - Investments
(503) 245-7877
9115 SW Oleson Rd Ste 101
Portland, OR 97223
OPEN NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Tim Mooney - Investments
(503) 579-6703
12164 SW Scholls Ferry Rd
Tigard, OR 97223
OPEN NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Investments
(503) 427-2267
12205 SW Tualatin Rd
Tualatin, OR 97062
OPEN NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Rutherford Investment Management - Investment Advisory Service
(503) 452-1210
10300 SW Greenburg Rd Ste 115
Portland, OR 97223
OPEN NOW
SMB Financial Services, Inc. - Financial Services
(503) 387-3222
11535 SW 67th Ave
Portland, OR 97223
OPEN NOW
Edward Jones - Investments
(503) 684-8240
11705 SW Pacific Hwy Ste D
Portland, OR 97223
Morgan Stanley - Investments
(503) 293-0411
10260 SW Greenburg Rd Ste 300
Portland, OR 97223
Evergreen Financial Advisors Inc - Mutual Funds
(503) 297-1072
10260 SW Greenburg Rd Ste 400
Portland, OR 97223
Scottrade - Stock & Bond Brokers
(503) 624-9121
10230 SW Washington Square Rd
Portland, OR 97223
OPEN NOW
Miller Financial Group - Investment Advisory Service
(503) 808-9404
9115 SW Oleson Rd Ste 200
Portland, OR 97223
OPEN NOW
Umpqua Bank - Banks
(503) 601-6781
14925 SW Barrows Rd Ste 155
Beaverton, OR 97007
OPEN NOW
Nelson Investment Co - Real Estate Management
(503) 387-3666
470 6th St Ste A
Lake Oswego, OR 97034
Gloud Insurance Services - Insurance
(503) 319-5062
Portland, OR 97225
OPEN NOW

From Business: I'VE been in business since 2004. I AM an insurance broker. I AM certified with the centers for Medicare and Medicaid services. Long term care insurance. Life…

Kerr Properties Inc - Real Estate Management
(503) 666-0922

Serving the
Durham Area

OPEN NOW

From Business: Our innovative business model integrates the customer service and management disciplines of the institutional property management industry at a local level. This…

Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint - Financial Planners
(503) 525-8798

Serving the
Durham Area

OPEN NOW

From Business: I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values…

Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint - Financial Planners
(503) 525-8798

Serving the
Durham Area

OPEN NOW

From Business: As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the…

Pennie Kincade, Financial Advisor | RJFS, Inc. | OnPoint - Financial Planners
(503) 944-6492

Serving the
Durham Area

OPEN NOW

From Business: When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while…

Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint - Financial Planners
(503) 944-6486

Serving the
Durham Area

OPEN NOW

From Business: Life is complicated. Financial planning shouldn’t be. As your life progresses, your goals and aspirations may shift. I will work with you to gain a deep…

Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint - Financial Planners
(503) 944-6459

Serving the
Durham Area

OPEN NOW

From Business: I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My…

Fulcrum Wealth Management Group - Ameriprise Financial Services - Investment Management
(503) 546-2243
4380 S Macadam Ave Ste 180
Portland, OR 97239
OPEN NOW

From Business: At Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

Wells Capital Management - Investment Management
(503) 886-2359
1300 SW 5th Ave
Portland, OR 97201
OPEN NOW

From Business: Founded in 1982, Morley Financial Services Inc. is one of the oldest stable value managers in the United States. It is the stable value affiliate of Principal…

Alpina Wealth Management - Investment Management
(503) 675-2295
525 3rd St Ste 200
Lake Oswego, OR 97034
OPEN NOW

From Business: Alpina Wealth Management is a financial services firm located in Lake Oswego, OR. They specialize in providing financial planning, investment management, and…

Creative Wealth Management - Investment Management
(503) 344-4965
1800 Blankenship Rd Ste 200
West Linn, OR 97068
OPEN NOW

From Business: We're a boutique wealth management firm built on a foundation of long term client relationships.

Optimum Capital Strategies - Investment Management
(971) 250-0300
5075 SW Griffith Dr Ste 100
Beaverton, OR 97005
OPEN NOW

From Business: Our Mission: Optimum Capital Strategies aims to meet and then surpass client investment objectives through careful adherence to specific risk management…

Advanced Liquid Funding - Investment Management
(503) 317-6187
9220 SW Barbur Blvd
Portland, OR 97219
Wardin Investment Co - Investment Management
(503) 384-2594
6274 SW Capitol Hwy
Portland, OR 97239
Bridge City Capital - Investment Management
(877) 326-7960
6420 SW Macadam Ave
Portland, OR 97239
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