Kerri Patrick Financial Services

Lone Pine Advisory Services, located in West Linn, Oregon, is a dedicated financial advisory firm that offers a range of services including wealth management and investment offerings. They are a member of Advisory Services Network LLC, demonstrating their commitment to professional standards in financial guidance. The firm emphasizes a comprehensive approach to financial planning, catering to both individual and municipal clients. With a focus on tailored solutions, Lone Pine Advisory Services aims to help clients navigate their financial goals effectively. Generated from the website

Price Financial Group is a registered investment adviser based in Clackamas, Oregon. With a team of experienced financial advisors, they specialize in simplifying complex financial concepts and helping clients create personalized plans for their future. From investment management and retirement planning to estate planning and education planning, Price Financial Group is dedicated to guiding clients through the various stages of their financial journey. As fiduciaries, Price Financial Group prioritizes the needs and goals of their clients, providing ongoing monitoring and support. With a focus on aligning portfolios with individual objectives, they strive to help clients achieve their financial aspirations. With their expertise and comprehensive approach, Price Financial Group is committed to helping clients navigate the complexities of the financial world.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy