Agate Financial Partners

Salem, Oregon

Insurance-Based

Northwestern Mutual is an insurance-based firm in Salem, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Portland, Oregon

Deschutes Investment Consulting, LLC. is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 12 Google reviews.

Portland, Oregon

TenBridge Partners is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 22 Google reviews.

Lake Oswego, Oregon

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Lake Oswego, Oregon, staffed by fiduciary advisors who integrate tax planning with financial and retirement planning services. The firm coordinates across multiple money managers and specializes in retirement income strategies, insurance planning, education funding, and wealth transfer for high-net-worth clients. Their stated approach emphasizes collaborative planning, transparent adviser credentials, and coordinated guidance across investments, taxes, and risk management.