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Financial Services

Since the financial services industry is so far-reaching and broad, consumers will encounter many different types of professionals in their dealings with government institutions, financial planners, brokerage firms, and financial consultants. Each one has a different specialty. One may offer lease and buying rates for autos, such as banks, while another may advise on stocks and bonds, mutual funds, and retirement planning.

Anyone working in this business should possess strong communication skills, ability to work well with others on a team and with the public, and a proficiency in the task at hand, whether that involves e-business, property asset management, government sponsored enterprises, or life insurance.

Brokerage houses and firms typically employ financial planners and consultants skilled in areas like cost containment, debt settlement, capital markets, and acquisitions. Earnings, mutual funds, annuity funds, investment strategies, and regulated markets are also areas these professionals are skilled in.

They must have backgrounds in business, financial planning, and the like. They must have at least a bachelor's degree, which is obtainable after four years in college. Financial planners should be able to easily advise clients on life solutions and strategies pertaining to their individual situations. Websites make this easy, as potential clients can have access to skilled advisors who are on call 24/7 to answer queries.

Those who work in the banking field should have experience negotiating lease and buying rates for auto loans and mortgages, for example. Whatever the specific field, financial advisors, planners, and consultants can advise clients on anything from annuity funds and asset management to investments in stocks and bonds.

National Assn. of Personal Financial Advisors
Our association represents the financial advisors that help residents grow their wealth. Our associates include financial investing, banking, and mortgage services for customers across the nation!
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AppraiserSearch.com
Find the right financial services in the Portland area for all of your financial needs. We can help you get the loans with our financial services in Portland for your home, car, or any other of your needs.
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Financial Service Centers of America
Not only do we provide you with the highest quality financial services in the local Portland area, we make sure you get the advice to help you in the future. Just call our financial service professionals today.
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STANDARD LISTINGS:   FINANCIAL-SERVICES IN/NEAR PORTLAND
Stancorp Investment Advisers Write review for this local business
1100 Sw Sixth Avenue, Portland, OR 97204
(971) 321-8844  
We provide personal financial planning & investment management to help you achieve your goals & to make your life simpler. Our advice is independent & fee-only. We do not sell products or make commissions.
Morley Financial Services Inc Write review for this local business
1300 SW 5th Ave Ste 3300, Portland, OR 97201
(503) 484-9300  
U.S. Bank - 4th and Harrison Office Write review for this local business
410 SW Harrison St, Portland, OR 97201
(503) 275-4381  
U.S. Bank - 2nd and Columbia Office Write review for this local business
1340 SW 2nd Ave, Portland, OR 97201
(503) 275-6691  
Mkg Financial Group Inc Write review for this local business
1500 SW 1st Ave Ste 1020, Portland, OR 97201
(503) 226-6700  
Northwestern Mutual Life Insurance Write review for this local business
200 SW Market St Ste 1600, Portland, OR 97201
(503) 223-7335  
Wells Fargo Bank Write review for this local business
1900 SW 5th Ave, Portland, OR 97201
(503) 225-3875  
First American Title Write review for this local business
222 SW Columbia St Ste 400, Portland, OR 97201
(503) 222-3651  
MassMutual - Oregon Agency Write review for this local business
222 SW Columbia St Ste 825, Portland, OR 97201
(503) 221-1211  
First American Title Write review for this local business
1700 SW 4th Ave # 102, Portland, OR 97201
(503) 222-3651  
Wells Fargo Bank Write review for this local business
1300 SW 5th Ave, Portland, OR 97201
(503) 886-3341  
First American Title Write review for this local business
200 SW Market St Ste L150, Portland, OR 97201
(503) 795-7600  
Morgan Stanley Smith Barney Write review for this local business
805 SW Broadway Ste 2300, Portland, OR 97205
(503) 221-7600  
Ubs Write review for this local business
805 SW Broadway Ste 1560, Portland, OR 97205
(503) 274-4177  
RBC Wealth Management Write review for this local business
805 SW Broadway Ste 1800, Portland, OR 97205
(503) 223-7711  
Intellectual Capital LLC Write review for this local business
805 SW Broadway Ste 1580, Portland, OR 97205
(503) 243-1846  
U.S. Bank - Stadium Office Write review for this local business
2000 SW Morrison St, Portland, OR 97205
(503) 275-4850  
Carol M Vreeland Cfp Write review for this local business
1020 SW Taylor St Ste 770, Portland, OR 97205
(503) 402-1166  
Stifel Write review for this local business
805 SW Broadway, Portland, OR 97205
(503) 205-2260  
22 Research Write review for this local business
425 NW 10th Ave Ste 305, Portland, OR 97209
(503) 525-5868  
Park Avenue Securities Write review for this local business
5100 SW Macadam Ave Ste 180, Portland, OR 97239
(503) 221-1226  
Irwin Franchise Capital Corp Write review for this local business
3710 SW Hamilton St, Portland, OR 97221
(503) 452-1142  
Financial service companies offer retirement, life, saving, rating, debt consolidating, account, equity, research, banking, regulators, data breach, identity theft and advice services. When choosing a financial services company, research their background thoroughly. Choose a few different options to start with and contact each one. Ask for references, contact information, quotes and an outline of company policy. Ask how long they have been in operation and whether it is a local, national or multinational entity. Make sure the company you choose has proper licenses and certificates. Ask them where they are located. You might find that some national companies also have local offices. Many people prefer this because they feel that being able to talk to their advisor face to face helps them make decisions about money management topics such as debt consolidation, savings for life after retirement and investments. You will need to find a company that has a schedule that works with your schedule. Ask the company representatives that you talk to what days their financial service companies are open and what hours their offices keep. When you work with a company that has a schedule that you can work with, you might be able to get all of the money management services that you need. Many people need money management services to help them with personal investing, finding the right mortgage and insurance, and saving and investing money for retirement. By remembering to ask all of the questions that you need to answers to, you will be able to make a decision that is well informed in choosing the company to serve your rating and consolidating needs.


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