Nelson Investment Company

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 education and be a tax-smart investor.

Alpina Wealth Management is a financial services firm located in Lake Oswego, OR. They specialize in providing financial planning, investment management, and insurance services. The firm has a team of experienced professionals who can help clients achieve their financial goals. Alpina Wealth Management offers a wide range of services, including: * Financial planning: The firm helps clients create a financial plan that meets their individual needs and goals. This plan can include investments, insurance, and estate planning. * Investment management: The firm manages client investments to help them achieve their financial goals. The firm uses a variety of investment strategies to meet the needs of each client.

We serve the pursuits of individuals, families, and companies with tailored financial planning and advice. "We're a fiduciary: we're part of the 2% of firms that actually look out for the interests of our clients. We're B-Corp certified: we meet the highest standards to our community, industry, employees, and environment For wealth advisory: You receive credentialed experts that can build comprehensive financial plans across anything your money touches.