AXA Advisors – Jason Campbell
 
One SW Columbia St #1550, Portland, OR 97258
Phone: 503-889-4427, Fax: 503-228-2064

Jason’s mission is to create a first-class experience to empower his clients in their financial life and help them achieve their vision of financial independence, personal greatness, and thriving lifestyle. Jason works with highly motivated individuals who care about their personal growth, their family, and community.

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Lincoln Financial Advisors
 
9755 SW Barnes Rd #390, Portland, OR 97225
Phone: 503-265-5542, Fax: 503-265-5544

1. How will you pay for long term care costs, should you or your spouse need it? 2. Is your estate plan in place? 3. Will your savings last throughout your lifetime? 4. Would you feel better getting a second opinion on your financial health? Call Wendy for compassionate, knowledgeable assistance.

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New York Life
 
Phone: 503-312-3026

Whether you’re starting out in life or preparing to make the most of retirement, New York Life has insurance and investment options designed to help you meet your goals—for today and for all days to come. It starts with creating a financial strategy that helps you get where you want to go.

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American Advisor Group AAG
10260 SW Greenburg Rd 4th Fl, Portland, OR 97223 Phone: 503-396-6333
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Anam Cara Personal Loss Support LLC
800 Ne Tenney Rd Ste 110 PMB #507, Vancouver, WA 98685 Phone: 360-450-1881
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Ben James Investment Planning
621 8th St, Oregon City, OR 97045 Phone: 503-607-0809
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Blue Water Bookkeeping LLC
14495 SW 80th PL. # B , Tigard, OR 97224 Phone: 503-598-9561
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Diane Leveton Long Term Care Consultant
PO Box 4148, Tualatin, OR 97062 Phone: 503-679-5470
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Eagle Home Mortgage, Shawna Clough NMLS #259914
7320 SW Hunziker St. #300, Tigard, OR 97223 Phone: 503-515-9000
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Edward Jones – Karen Bolin
3835 SW 185th Ave, Ste 300, Aloha, OR 97007 Phone: 877-356-1190
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Elder Family Services
PO Box 91538 , Portland, OR 97291 Phone: 503-292-4791
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Finance of America Mortgage – Cherie Stanley
Phone: 503-267-5517
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Heffernan Insurance Brokers
5100 SW Macadam Avenue, Suite 440, Portland, OR 97239 Phone: 503-419-1969
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Impact NW, Senior GAP
4610 SE Belmont St, Portland, OR 97215 Phone: 503-988-6300
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Insurance Solutions NW Inc
1515 NE 112th Ave #202, Portland, OR 97220 Phone: 503-789-7217
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Integrity Plus
4506 SE Belmont, Portland, OR Phone: 503-230-2361
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Kareen Mills Insurance – State Farm
3312 E Fourth Plain Blvd, #105, Vancouver, WA 98661 Phone: 360-944-6677
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Key Bank
18650 SW Boones Ferry Rd, Tualatin, OR 97062 Phone: 503-454-4486
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Life Transitions Consulting
PO Box 4148, Tualatin, OR 97062 Phone: 503-679-5470
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New York Life (Jeff Hayes CLTC)
111 2nd Ave , Hood River , OR Phone: 503-507-1300
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New York Life (Kimberlee Christian)
10260 SW Greenburg Rd., Ste 650 , Portland, OR 97223 Phone: 503-421-5572
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Northwest Investment Counselors
340 Oswego Pointe Drive, Lake Oswego, OR 97034 Phone: 971-404-0186
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Northwestern Mutual – Eric Maher
200 SW Market, 16th Floor, Portland, OR 97201 Phone: 503-445-5036
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Northwestern Mutual -Thomas Jensen
200 SW Market St, Ste 1600, Portland, OR 97204 Phone: 503-445-5017
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Pacific Residential Mortgage – Matthew Allen MLO-254269, NMLS-1477/WA-CL 1477, Equal Housing Lender
1555 E McAndrews Rd. #301, Medford, OR 97504
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Peace of Mind Daily Money Management
5576 SE Viewcrest Dr, Milwaukie, OR 97267 Phone: 503-313-2913
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Primerica Financial Services
7360 SW Hunziker Rd, Ste 206, Tigard, OR 97223 Phone: 503-998-6658
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Safety Net of Oregon
519 SE Morrison, Portland, OR Phone: 503-233-2789
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Sapphire Daily Money Management, LLC
424 N. Bridgeton Rd, Portland, OR 97217 Phone: 503-654-9200
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Sound Foundation Wealth Advisors: Nathan Downs Cory Thomas
10900 NE 8th St. Ste 1000, Bellevue, WA 98004 Phone: Nathan Downs: 425-988-3585 Cory Thomas: 360-903-5301
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Steve Cambron Long Term Care Insurance Specialist
1222 Pocatello Ave, Vancouver, WA 98661 Phone: 360-695-9911
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Tomie Schmidt, Certified Financial Planner
805 SW Broadway Ste 2300 , Portland, OR 97205 Phone: 503-221-6675
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Waddell & Reed
8625 SW Cascade Ave #410, Beaverton, OR 97008 Phone: 503-627-0740
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Waddell & Reed
5335 Meadows Rd. Suite 300, Lake Oswego, OR 97035 Phone: 503-627-0740
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