Financial services in Portland, OR

Making Life A Richer Experience McGee Wealth Management has been serving the Portland Metro area since 1990. We take the approach that money is a vehicle to get you and your loved ones where you want to go. Our professional advisory, brokerage and special services will help get you there. We provide you with:- cash-flow planning- education planning- retirement planning- life-event planning- insurance evaluation- privately managed portfoliosWhether you want to plan for the immediate or long-term future, we'll be here to offer our expertise, experience and advice.Call us today!

UBS Financial Services Inc., a part of UBS, is a registered broker-dealer offering securities, trading, brokerage and related products and services. The firm offers a host of wealth management, retirement planning and estate planning services to individuals as well as businesses across the United States. It offers a list of professional portfolio management services as well as investment products, including stocks, bonds and mutual funds; hedge funds, managed futures funds and private equity funds; insurance and annuities; and other specialty instruments. Additionally, UBS Financial Services Inc. provides investment research and consulting services to its clients to pursue their financial goals. It is a member of the SIPC (Securities Investor Protection Corporation) and FINRA (The Financial Industry Regulatory Authority).

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Chris Mueller will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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At Lyman & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Portland, OR area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.