Waddell & Reed

UBS Financial Services in Lake Oswego, OR, is a leading financial institution specializing in comprehensive wealth management, asset management, and investment banking services. The firm offers tailored advice and investment solutions for distinguished investors, families, and corporate clients, leveraging insights to help navigate complex financial landscapes. Committed to creating superior value for clients and shareholders, UBS emphasizes expertise, execution, and contributing to societal well-being. The firm also focuses on cybersecurity measures to protect client data and prevent fraudulent activity, ensuring a safe environment for financial transactions. Generated from the website

James Parker - UBS Financial Services Inc. is a reputable wealth management firm located in Lake Oswego, OR. With nearly 30 years of experience in the financial industry, James Parker has built a successful practice by combining global financial insight with main street values. He emphasizes the importance of creating a plan before investing and regularly revisiting that plan to ensure clients are on the right track towards their financial goals. Backed by the strength of UBS, a world-leading wealth manager with $5 trillion in invested assets globally, James Parker and his team provide insight-based advice to help clients confidently pursue their life goals. They prioritize understanding each client's priorities and concerns, working together to look at the big picture and discuss their vision for the future. With a focus on liquidity management and a commitment to excellence, James Parker - UBS Financial Services Inc. offers finely crafted financial advice tailored to what matters most to their clients.Generated from the website

Located in Lake Oswego, OR, Edward Jones Investments - Lori J Black stands as a financial services hub dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations. Specializing in personalized guidance, they go beyond the conventional approach to offer tailored solutions spanning investment management, retirement planning, estate planning, and education savings programs. At this establishment, clients can benefit from the expertise of committed financial advisors available nationwide, fostering enduring advisor-client relationships grounded in consultations and continuous support to navigate life's ever-changing financial landscapes. In Lake Oswego, OR, Edward Jones Investments - Lori J Black serves as a beacon of thoughtful financial planning, prioritizing individualized client care to craft customized strategies rather than a one-size-fits-all transactional experience. Their mission revolves around making strategic planning accessible to a diverse range of investors, ensuring that each client receives the attention and support necessary to thrive financially. By focusing on building lasting relationships and providing tailored solutions, this establishment epitomizes a commitment to empowering clients to prepare effectively for the future, no matter the stage of life they find themselves in. Generated using this brand's available information