Financial Planners in Portland

Financial Planners in Portland picked by BestProsInTown

9AM - 1PM

700 NE Multnomah St #820, Portland
Bridgetown Wealth Management Financial Planners

“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“

5 Superb52 Reviews

8AM - 4PM

806 SW Broadway #800, Portland
TenBridge Partners Financial Planners

“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!“

4.8 Superb20 Reviews

7AM - 3PM

805 SW Broadway Suite 1800, Portland
RBC Wealth Management Branch - Portland, OR Financial Planners

“Ignore the old reviews. They don’t apply. It’s a new team and they are excellent. We’ve been with Patrick Cummings for many years, having followed him from Merrill Lynch. He and the team are great.“

5 Superb2 Reviews

8AM - 4PM

1000 SW Broadway Ste 2200, Portland
Ron Bright - Ameriprise Financial Services, LLC Financial Planners

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5 Superb1 Reviews

9AM - 5PM

9397 SW Locust St, Portland
John Andrea - Thrivent Financial Planners

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5 Superb1 Reviews