Financial planner in Lake Oswego, OR (show on map)
3.7
★★★★☆
3 reviews
Northwestern Mutual's Portland and Lake Oswego office provides financial planning, insurance, and investment advisory services to help families and businesses reach their financial goals.
Northwestern Mutual Portland and Lake Oswego is a local office of the Northwestern Mutual financial services network. They provide personalized financial planning, combining insurance and investment strategies to help clients achieve their goals.
Services include retirement planning, income protection, family protection, debt management, portfolio maximization, home savings, estate planning, college savings, and business growth. The office is located at 200 SW Market St, Ste 1600, Portland, OR 97201 and can be reached at 503-223-7335. The District Agent is Ashley P Hedum, and the office is associated with Northwestern Mutual Investment Services, LLC (NMIS), Northwestern Mutual Wealth Management Company (NMWMC), and The Northwestern Mutual Life Insurance Company.
Highest available financial strength ratings (AAA, A++, Aa1, AA+) from all four major rating agencies
97% client retention rate year over year
Over 164 years of experience serving clients through depressions, downturns, and pandemics
Personalized financial planning combining insurance and investment strategies
Judgment-free, pressure-free advisory environment
Jargon-free financial advice
Services
Financial Planning
Comprehensive financial planning that brings together insurance and investment strategies to help clients reach their financial goals.
What financial services does Northwestern Mutual Portland and Lake Oswego offer? +
They offer financial planning, insurance (life, disability, long-term care), investment brokerage services, wealth management advisory, and trust services.
Where is the Northwestern Mutual Portland and Lake Oswego office located? +
200 SW Market St, Ste 1600, Portland, OR 97201.
What is the phone number for the Portland and Lake Oswego office? +
503-223-7335
What financial strength ratings has Northwestern Mutual earned? +
Northwestern Mutual has earned AAAAAAA+, Aa1, and AA+ ratings from all four major rating agencies (Fitch, A.M. Best, Moody's, and S&P Global).
How long has Northwestern Mutual been serving clients? +
Northwestern Mutual has been serving clients for over 164 years.
What is the client retention rate at Northwestern Mutual? +
97% of Northwestern Mutual clients stay with the company year over year.
How does the 'Find a Financial Advisor' process work? +
You tell the office about yourself (goals, income range, age), they show you your best matches, and then you connect with your top pick.
What career opportunities are available at Northwestern Mutual? +
They offer opportunities to become a financial advisor, intern with the firm, and join the team to help change people's financial lives for the better.
3.7
