Freedom Wealth Management

Located in Lake Oswego, OR, Edward Jones stands out as a prominent financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their core focus lies in providing personalized guidance that underscores tailored solutions in investment management, retirement and estate planning, and education savings programs. The firm's commitment to fostering robust advisor-client connections is evident through their network of dedicated financial advisors available nationwide, offering consultations and continuous support to help clients navigate life's diverse stages. At Edward Jones, the emphasis is on individualized client care, where the emphasis is on crafting bespoke strategies rather than offering a one-size-fits-all, transactional experience. By making meticulous planning accessible to a diverse range of investors, the firm distinguishes itself by prioritizing thoughtful approaches that cater to the unique financial needs of each client. With a focus on building lasting relationships and providing tailored solutions, Edward Jones in Lake Oswego, OR, is a reliable partner for those seeking expert guidance in managing their financial future. Generated using this brand's available information

Summit Financial and Investment Advisors, based in Lake Oswego, OR, has been providing expert financial and investment services for over forty years. With a commitment to helping clients plan wisely and invest confidently, they offer a range of services and easy-to-use financial resources to help individuals reach their financial goals. As a registered investment advisor, Summit Financial and Investment Advisors, through their partnership with LPL Financial, offers securities and advisory services to residents of the states in which they are properly registered or licensed. With a focus on personalized solutions and a dedication to client success, Summit Financial and Investment Advisors is a trusted resource for individuals seeking financial guidance for their future.Generated from the website

Cascade Wealth Management in Lake Oswego, OR, provides robust financial planning advice and investment management strategies based on decades of financial science insights. Specializing in assisting independent women, pre-retirees, and retirees, their mission is to help clients live their ideal lives and achieve peace of mind. As an independent, fee-only firm, Cascade Wealth Management prioritizes clients' best interests, with advisors holding the Certified Financial Planner designation and other credentials. With a commitment to always acting in the clients' best interests, they offer a personalized approach to financial planning and investment management.Generated from the website