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Oregon Oregon

Find Retirement Planners for Retirement Planning in Oregon

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Oregon, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Oregon

Mark Sharp

Mark Sharp Retirement

818 SW 3rd Ave # 221-1228

Portland, OR 97204

800-622-1045

Charles Tompkins

Securities America Advisors, Inc.

115 Oregon Ave, Suite 21

541-797-7009

Matt Adams

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401

541-434-7320

Greg Bowen

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223

503-620-5236

List of Additional Retirement Planners in Oregon*

* Additional advisor listing is provided in partnership with Yext

Taylor Christian Weil

5000 Meadows Rd
Ste 181

Lake Oswego, OR 97035
503-470-0879

Andrew Mork - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1827

TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

Victor Lam, CPM, CIMA - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-225-9237

Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
541-382-2354

Ronald T Gietter - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1425

Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
503-362-5554

Allstate Personal Financial Representative: Steven Sauve

759 SW 185th Ave

Aloha, OR 97003
503-869-0947

Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3423

Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
541-345-1544

Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-636-2700

StoneRidge Wealth Management

8625 SW Cascade Avenue
Suite 240

Beaverton, OR 97008
503-352-0188

Allstate Personal Financial Representative: Albert Ruggiero

6485 NW Cornelius Pass Rd

Hillsboro, OR 97124
503-466-0852

Morgan Stanley Financial Advisors

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7600

Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
503-245-5352

The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
800-303-5488

Albert J Korb - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
503-477-7362

Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8646

Gregory A Yechout - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0236

Nicholas Hymel - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-776-3137

Zach Meikle - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6254

Edward Jones - Financial Advisor: Selene Witcher

81 Centennial Loop
Suite 5

Eugene, OR 97401
541-342-8500

Joshua T Gregory - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

Goosehead Insurance - Lawnie Tucker

1210 N Main St.
Unit 6

Prineville, OR 97754
541-241-9665

Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8708

John P Lorenz - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-243-6918

Zac Hill - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8702

PALM WEALTH MANAGEMENT

1495 NW Garden Valley Blvd.
Suite 201

Roseburg, OR 97471
541-677-7600

Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3449

Allstate Personal Financial Representative: Michael Nau

390 Coburg Rd
Ste F

Eugene, OR 97401
541-517-8355

Andrea C Delapp - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

Strassman & Assoc.

15 SW Colorado Avenue
Suite 250

Bend, OR 97702
541-306-4570

Daniel Gellner - Ameriprise Financial Services, LLC

735 Commercial St
Ste 5000

Klamath Falls, OR 97601
541-885-5499

Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

Creative Insurance Marketing Company

12205 SW Tualatin Road
Suite 210

Tualatin, OR 97062
503-639-4030

Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
503-344-3850

Security First Advisors

2657-B NW Rolling Green Drive

Corvallis, OR 97330
541-757-1114

Chloe Brockie

2785 NW Town Center Dr

Beaverton, OR 97006
503-550-1653

Budd Collings, MBA

541-876-5102

NOW CFO

15171 SW Bangy Rd

Lake Oswego, OR 97035
877-884-0232

Eagle Financial Group

576 Pacific Way

Gearhart, OR 97138
503-717-5512

PERS & Retirement Consultants

4985 Battle Creek Road SE
Suite 120

Salem, OR 97302
503-585-0009

Waddell & Reed Financial Advisors-Duane J. Silbernagel

2137 NW Hwy 101
Suite A

Lincoln City, OR 97367
541-614-1322

Rolf Ellingsen, AIF, Voya Financial Advisors, Inc.

5331 SW Macadam Avenue
Suite 207

Portland, OR 97239
503-517-9363

Holland Capital Management

204 NW E Street

Grants Pass, OR 97526
541-956-4200

Financial Freedom

1007 SW Bayley Street

Newport, OR 97365
541-574-6464

Dale Donaldson - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

Sten Carlson - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

Veronica Beeson

580 State St

SALEM, OR 97301
971-545-9013

Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6932

Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7645

John Spooner - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

Medford, OR Branch Office - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
503-226-1808

Patsy Burton, CFP - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

Allstate Personal Financial Representative: Larry Townsend

1590 Delta Waters Rd
Ste 114

Medford, OR 97504
541-779-1289

Capstone Financial Consultants, LLC

541-633-7745

Bridge City Advisors - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

Bend, OR Branch Office - UBS Financial Services Inc.

600 SW Columbia
Suite 6200

Bend, OR 97702
503-603-6919

Merriman Wealth Management

1400 Executive Parkway, Suite #110

Eugene, OR 97401
541-683-2900

Rivera McHugh Wealth Management - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6131

Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

Tyson Wood - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7102

Kristen Winter

503-684-4010

Allstate Personal Financial Representative: Michael Hoover

19163 Willamette Dr

West Linn, OR 97068
503-312-3013

Eagle Financial Consulting

10220 Southwest Greenburg Road
Suite 330

Portland, OR 97223
503-718-2261

Allstate Personal Financial Representative: Elizabeth Smith

141 NW 6th St
Ste A

Redmond, OR 97756
541-968-3119

The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

Allstate Personal Financial Representative: Roger Escobar

21 S 7th St

Central Point, OR 97502
541-664-1400

Highberger Hubka Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

Richard Wilson - Ameriprise Financial Services, LLC

119 NW E St

Grants Pass, OR 97526
541-476-8573

Gary Buczkowski - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

Sean Stansfield - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

Legacy Creation Network

125 SE 7th Street

Hermiston, OR 97838
541-883-7777

Ryan McHugh, CFP - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6131

Melanie Finkle - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

Lake Oswego, OR Branch Office - UBS Financial Services Inc.

5285 SW Meadows Rd
Suites 270 + 495

Lake Oswego, OR 97035
503-603-6919

George Milne - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1819

Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

Principal Securities- Greg Schmidt, CEBS Financial Advisor

5665 Meadows Road
Suite 350

Lake Oswego, OR 97035
503-620-6276

Andy Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-484-1546

Southern Ridge Wealth

10260 SW Greenberg Rd
Suite 1150

Portland, OR 97223
503-293-3751

TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
503-673-2828

Matthew Brodsky - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-567-7874

The Norris Group - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-484-1545

Marshall & Associates - Ameriprise Financial Services, LLC

480 SW Hoffman Rd

West Linn, OR 97068
503-723-9636

Scot Berryman, CFP, CIMA, CEPA - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7850

Springwater Wealth Management, LLC

6600 SW 105th Ave
#155

Beaverton, OR 97008
503-482-7570

Ryan Alan Hubka - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3461

John Runyan - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3441

John Wrenn - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1303

Steinberg Investment Group

1 SW Columbia St.
Suite #1650

Portland, OR 97258
503-488-2025

Legacy Financial

1393 Meridian Drive
Suite 2

Woodburn, OR 97071
503-982-7040

Michael Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

The Fisher Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

The Allen Schleicher Group - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7864

David Sayler - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7127

DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
503-863-5043

Schultz Financial Services

52461 Columbia River Hwy

Scappoose, OR 97056
503-543-3844

Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
541-385-6263

Russell Dyer - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3420

Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
503-258-2658

TruPoint Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1253

Tax & Financial Solutions

151 SE 223rd Avenue

Gresham, OR 97030
503-666-7909

TVZ Wealth Advisors - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

The Roukas Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5858

Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
503-227-9800

Firenze Wealth Management

16083 SW Upper Boones Ferry Road
Suite 250

Tigard, OR 97224
503-963-6555

Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1447

Portland, OR Branch Office - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-221-5800

Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
206-319-5202

Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
541-914-4090

Burton Sayler Wood Group - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

Shawn Thomson - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

Jonathan Levine, CFP, CIMA - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1876

CCB Financial Services

38975 Proctor Blvd

Sandy, OR 97055
503-668-2530

Cathedral Consulting, LLC

950 SE Oak Ave.

Roseburg, OR 97470
833-890-7186

James Parker - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9251

Allstate Personal Financial Representative: Christian Schnell

4955 River Rd N

Keizer, OR 97303
503-871-3607

Steve Walter - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3433

Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

Nelson R Maler - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-618-6425

Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

Jeffrey Tinnin - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
503-485-2980

William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6008

Christopher Hall - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

Aaron Peters

7421 SW Bridgeport Rd
Suite H-225b

Portland, OR 97224
503-684-4010

Allstate Personal Financial Representative: William Dose

10001 SE Sunnyside Rd
Ste 150

Clackamas, OR 97015
360-852-4767

Allstate Personal Financial Representative: Kristin Tatyrek

7825 SE Foster Rd

Portland, OR 97206
503-970-5747

Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

Joseph Ferguson - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1302

Morgan Stanley Financial Advisors

680 Biddle Rd

Medford, OR 97504
541-779-5010

Morgan Stanley Financial Advisors

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-389-1282

Candi Glazebrook - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4573

Cristian Silva

2785 NW Town Center Dr

Beaverton, OR 97006
503-382-9378

Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

Steven Burch - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-6902

Darren Ford - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

Weber Vandergriff Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5848

Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

Paul Miller - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
503-892-1340

Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

Allstate Personal Financial Representative: Riley Rankin

190 Smith St

Harrisburg, OR 97446
541-999-4524

Gail Harrower - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1433

Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

Kristen Salt - Ameriprise Financial Services, LLC

600 NW Naito Pkwy
Unit D

Portland, OR 97209
503-595-0070

Vieng Bounnam - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 180

Portland, OR 97239
503-546-2243

Andrew Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-286-4062

Pacwest Wealth Partners - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4535

Infinity Financial Services LLC

283 S. Estella Street

Glide, OR 97443
541-375-0835

Cetera Advisor Networks

716 Cardley Ave

Medford, OR 97504
541-779-5633

James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

Eric Erwin - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-753-7554

C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4510

Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

John-Paul Daly - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
541-389-2528

AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

Marty Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4569

Jeffrey H Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-752-3708

Jared Buckmaster - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

Morgan Stanley Financial Advisors

276 W Commercial Ave

Coos Bay, OR 97420
541-269-1150

Laura Steagall - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

Allstate Personal Financial Representative: Darren Stroman

927 SE Cedar St

Hillsboro, OR 97123
503-490-5388

Robert Pugh

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

Kale Chalmers - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 310

Portland, OR 97239
503-808-9100

Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-452-6066

Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
541-684-9000

Theresa Austria-Kenney - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 200

West Linn, OR 97068
503-905-6481

Keith Rivera, CIMA - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6128

Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6013

Schlendorf Investment Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5847

Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
971-544-7675

David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

Travis Pratt - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

Tiffany Chona-Giessinger - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3406

Eric Valentine - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7630

Robert Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7604

Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4565

Allstate Personal Financial Representative: Tim Stafford

1046 Court St

Medford, OR 97501
541-660-3723

The Dimensional Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3433

Kristi Van Vleck - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6005

William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6328

Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

John Nicolaus - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3826

Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8704

Andrew Hall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4517

Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6016

Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

Tyler James - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

Arch Bridge Financial Advisors - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

RJ Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-484-1545

William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

Jacob Easterly - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 300

West Linn, OR 97068
503-650-7133

Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
503-297-7118

The Springwater Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3479

Brent Douglas Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3463

Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2279

Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6038

Allstate Personal Financial Representative: Noe Lumbreras

12900 SE 162nd Ave
Ste 100

Happy Valley, OR 97086
503-267-1904

Mark Richanbach - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3419

Sara K Wallace - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5718

Matthew Kibbe - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8638

Michael Schock - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3428

Ray A. Cox - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0250

Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5693

Jeffrey L Palpant - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0238

Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7653

Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6022

The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7616

Susan L Birdsong - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0233

Alison Brown

503-684-4010

Jessie Chan

503-746-9245

James Mardock

503-684-4010

Michelle Corradetti - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-618-6405

Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8672

Joseph Di Peri - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3495

Bradford McKeown - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7697

The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
800-452-0966

Faisal Al-Hashim - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3409

Michael Minervini - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-534-3448

Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2210

Morgan Stanley Financial Advisors

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

The Gulla Gremillion Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8603

Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2236

Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1436

Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

Forest Park Group - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-221-7600

Morgan Stanley Financial Advisors

4285 Commercial SE
Ste 200

Salem, OR 97302
503-581-1511

David Grove - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3416

Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5716

Michael Hurley - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6020

Rebecca Nicole Cyphers - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3442

Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6004

Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6262

PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7646

Yingru Zhou

503-746-9245

Jason A Downey - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3476

Ryan D Suvoy - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0258

Adam M. Anderson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3421

Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7635

Michael Cross - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-368-5193

David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5658

Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4506

Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

Andrew Clark - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 310

Portland, OR 97239
503-808-9100

Kristin Erickson - Ameriprise Financial Services, LLC

8215 SW Tualatin Sherwood Rd
Ste 200

Tualatin, OR 97062
503-963-3764

Point Forward Wealth Advisors - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

Stephen M Aaron - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

Jimm R Pierson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3462

Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8664

Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-3365

Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

Joseph R Scheffler - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-618-6426

Randall Allen Young - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3477

William D Stabler - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5744

Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8624

Fred Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6935

Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8224

Stephen V Jackson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6926

Eric James Dulong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3419

Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7689

William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6000

Scott A Davidson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3820

Matt Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3453

Mary Ann Franklin - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5727

John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5705

Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7606

Tim Tank - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3434

Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6329

James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8226

Maryjo W Byrnes - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3418

Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5726

Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6626

Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3411

Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
503-890-1430

Jeffrey A McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3825

Sean Matthew Zimmerman - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

Jon Hanson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3833

Gary E. Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3446

Nick Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

Norman Fincher - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0229

PERS & Retirement Consultants

4985 Battle Creek Road SE, Suite 120

Salem, OR 97302
503-585-0009

Paul Smith - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-618-6408

The Northwest Seasons Group - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5736

Randall Mahar - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3437

Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6021

Doug Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3460

Evan Gremillion - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6321

Scott McVeigh - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6019

John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6325

Karyn Shirbroun - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0248

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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