Raymond James & Associates

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, Maine

Great Diamond Partners is an independent wealth management firm in Portland, Maine, founded in 2019 and led by managing partner Helen Andreoli. The firm offers financial planning and investment strategy services with a client-centered approach that emphasizes understanding clients' personal values alongside financial objectives. The team includes financial advisors, portfolio managers, and client relationship specialists focused on personalized service rooted in the local community.

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.