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Financial Planners in Portland, OR

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  • 1.

    McDonald Jacobs, PC

    • 520 SW Yamhill St
      Ste 500 Portland, OR 97204
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (503) 227-0581
    Referral from Aug 01, 2017
     
    Business reviewer avatar
    magenta_placenta:
    Can anyone recommend a good tax advisor downtown for an inheritance situation? I work near Pioneer Courthouse Square area so would like...
    Business reviewer avatar
    For downtown, I'd recommend one of two places to go: * [Maginnis &...
  • 2.

    Roberta Weinste

    • Portland, OR
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    Referral from Jul 11, 2016
     
    Business reviewer avatar
    Paul V.:
    Can anyone recommend a fee only financial planner in the area? Preferably someone familiar with PERS.
    Business reviewer avatar
    Yes - Roberta Weinstein. Here is a link to her facebook page: https://www.facebook.com/robertaweinstein
  • 3.

    Pride Financial Partners

    • 4759 NE Fremont St, Portland, OR 97213, USA Portland, OR 97213
    • Closed ⋅ Opens at 9:00AM
    9.8
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (503) 828-9447
    Referral from Jan 26, 2014
     
    Business reviewer avatar
    Trish B.:
    Can anyone recommend a financial planner in PDX?
    Business reviewer avatar
    Thanks Kathryn! Trish, if interested, please give us a call and or check out our website. We'd love to work with you! 503-828-9447...
  • 4.

    Pederson, David

    • 12725 SW 66th Ave Portland, OR 97223
    9.7
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (503) 624-4600
    Referral from Dec 29, 2014
     
    Business reviewer avatar
    Kayoko M.:
    Who is your favorite no-jokes-about-it financial planner? Any affordable ones to recommend?
    Business reviewer avatar
    They are not in our neighborhood, but I have been with Financial reserve for about 20 years, and have referred many people to them over...
  • 5.

    Mariner Wealth Advisors

    Claimed profile badge
    • 1050 SW 6th Avenue, Suite 1100 - Office 38 Portland, OR 97204
    7.5
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (503) 660-8004
     
  • Referral from July 11, 2016
    5.0
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  • Referral from October 26, 2015
    5.0
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  • Referral from August 8, 2016
    5.0
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  • Referral from January 25, 2014
    5.0
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  • Referral from January 5, 2017
    5.0
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  • See all 13 results within 15 miles of Portland, OR
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