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BestProsInTown

Financial Planners near Clackamas

Financial Planners near Clackamas picked by BestProsInTown

11 businesses

BPG Wealth Management

BPG Wealth Management

10151 SE Sunnyside Rd Suite 460, Clackamas

Sat Closed

5.0 14 reviews

“The team at BPG is the best! Every year, Jessica Porter and Hayley Porter visit our office to walk us through our company's 401(k) plan, ensuring that our team fully understands the details and has all their questions answered. They simplify complex information in a way that’s clear and approachable, which I’ve found incredibly valuable. On a personal level, my husband and I have also worked with Jessica on our finances, and her expertise and thoughtful guidance have been invaluable in helping us align with our goals.”

Bridgetown Wealth Management

Bridgetown Wealth Management

700 NE Multnomah St #820, Portland

Sat Closed

5.0 52 reviews

“I cannot say enough good things about this company and our financial planner Mike Ramey.

My wife and I started working with Mike Ramey when our children were just starting kindergarten (it may have actually been earlier). We weren't sure where to start when it came to financial planning, especially being young parents and feeling like we didn't have all that much to work with. Mike met us where we were in our financial situation and helped us craft and put into place a plan that worked for our family and our finances, and most importantly, gave us the gift of building peace of mind.

Fast forward 15 years and Mike has helped us plan for all of our major and minor life events that involve finances. From house purchases to saving for college for two kids to building a rock-solid retirement plan, Mike has been there guiding us the whole time. Financial planning isn't magic, it takes work and dedication, and it doesn't happen overnight. The long-game can be hard to visualize but Mike is so good at helping to shape our goals and then showing us how we can achieve them. Yes, he uses data and all the tools and charts to really visualize them, but more than that, he's kind and empathetic. He's our biggest cheerleader and he's been the rock and voice of reason during big, unexpected life/financial setbacks.

I truly feel lucky to have Mike as our financial advisor. The greatest asset he and the team at Bridgetown Wealth Management, have helped us develop over the years is peace of mind for our family.

Thank you”

TenBridge Partners

TenBridge Partners

806 SW Broadway #800, Portland

Sat Closed

4.8 20 reviews

“We’re a young couple navigating retirement planning and big-picture financial decisions, and working with Eric Lawrence and Sirra Anderson at TenBridge Partners has been an incredibly reassuring experience. They both took the time to truly understand our goals, concerns, long-term vision, and translated what felt like overwhelming financial questions into a clear, thoughtful plan we could actually feel confident about. Their guidance has been invaluable—not just in helping us plan for retirement, but in making smart, informed decisions about our overall financial future. They are knowledgeable, patient, and genuinely invested in their clients’ success. We feel much more grounded and optimistic about the road ahead thanks to their support and we highly recommend TenBridge Partners to anyone looking for trustworthy, forward-thinking financial guidance. Thank you to you both!”

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