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D.A. Davidson

D.A. Davidson Companies | The Strength of Advice

⚖️ Financial planner
📍 Portland Downtown, Lake Oswego
🏆 28+ yrs
⭐ /5 ( reviews)

I’m a Financial planner in Lake Oswego helping Individuals, Government Entities, Non-profits with Estate Planning, Criminal Defense.
If you searched for “Financial planner near 97201”, “best Financial planner Portland Downtown Lake Oswego”, “free consultation Financial planner Lake Oswego”, “affordable Financial planner Lake Oswego”, or “Financial planner lawyer in Lake Oswego”, you’re in the right place.

Office: 1300 SW 5th Ave Suite 1950, Lake Oswego, OR 97201

Phone:

Website: http://dadavidson.com/

Status: OPERATIONAL •
Managed by: D.A. Davidson

Rated /5 by clients

D.A. Davidson — Financial planner in Lake Oswego

Image credit: Google Business Profile listing for D.A. Davidson. Image hosted by Google. View on Google

28+

Years

/5

Average Rating

Reviews

English, Russian, Japanese

Languages

About D.A. Davidson

Serving clients nationwide with expertise in wealth management, capital markets, investment banking, trust and asset management strategies and solutions. Title: Expert Financial Planner in Lake Oswego, Oregon | D.A. Davidson | Call Now! Keywords: financial planner, wealth management, capital markets, investment banking, trust and asset management, Lake Oswego, Oregon, D.A. Davidson, appointment, expertise, nationwide, solutions Description: Looking for a highly skilled and experienced financial planner in Lake Oswego, Oregon? Look no further than D.A. Davidson, a nationwide leader in wealth management, capital markets, investment banking, trust, and asset management strategies and solutions. With over [insert number of years] of expertise, D.A. Davidson is dedicated to providing unparalleled financial guidance to individuals and businesses alike. At D.A. Davidson, we understand that managing your wealth and making sound financial decisions can be overwhelming. That’s why our team of dedicated professionals is here to help you navigate the complex financial landscape. With a focus on personalized service and tailored solutions, we strive to empower our clients to achieve their financial goals and secure their future. Our comprehensive range of services includes wealth management, capital markets, investment banking, trust, and asset management. Whether you need assistance with retirement planning, investment strategies, estate planning, or business succession, our experienced financial planners are equipped to address your unique needs and objectives. As a client-focused financial planning firm, D.A. Davidson puts your interests first. We take the time to understand your financial situation, risk tolerance, and long-term goals before creating a customized plan designed to optimize your financial success. Our team of experts combines deep industry knowledge with the latest market insights to provide you with well-informed advice and strategies tailored to your specific circumstances. What sets D.A. Davidson apart is our commitment to building long-lasting relationships with our clients. We understand that financial planning is an ongoing process, and we are here to support you every step of the way. Our dedicated team will regularly review and adjust your financial plan to adapt to changing market conditions and life events, ensuring that your strategy remains aligned with your goals. When you choose D.A. Davidson, you gain access to a network of professionals who are passionate about helping you make informed financial decisions. Our investment banking expertise allows us to offer innovative solutions to help you grow your wealth and explore new opportunities. Additionally, our trust and asset management services provide peace of mind, knowing that your assets are in capable hands. If you are ready to take control of your financial future, don’t hesitate to contact D.A. Davidson today. Our experienced financial planners are ready to answer your questions, provide expert advice, and guide you towards a brighter financial future. Call [insert lawyer’s name] at [insert lawyer’s phone number] to schedule your appointment. Let us help you unlock the full potential of your wealth and achieve your financial dreams. Tags: financial planner, wealth management, capital markets, investment banking, trust and asset management, Lake Oswego, Oregon, D.A. Davidson, appointment, expertise, nationwide, solutions D.A. Davidson. Serving clients nationwide with expertise in wealth management, capital markets, investment banking, trust and asset management strategies and solutions.. Financial planner. D.A. Davidson Companies | The Strength of Advice. . . Financial planner. 5413125803. Lake Oswego

Fees: Flexible payment plans available

Amenities: Accessibility,Wheelchair accessible entrance,Wheelchair accessible parking lot,Wheelchair accessible restroom,Restroom recommended,

Credentials & Expertise

Education & Admissions

  • Law School: Stanford Law School
  • Bar Admissions: California State Bar
  • Years in Practice: 28+

Practice Focus & Clients

Detailed Practice Areas: Estate Planning, Criminal Defense

Case Types Handled: Criminal Defense, Wills and Trusts, Slip and Fall

Client Types: Individuals, Government Entities, Non-profits

Memberships, Awards & Notables

Professional Memberships: International Association of Defense Counsel, Oregon Association of Defense Counsel

Awards: Super Lawyers, Rising Stars

Notable Achievements: Active member of American Bar Association

In-Depth: How I Approach Your Case

Office, Maps & Hours

Address

1300 SW 5th Ave Suite 1950
Lake Oswego, OR 97201
Neighborhood: Portland Downtown

Open on Google,
Directions,
Website

Office Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-4:30PM
Saturday Friday:6:30AM-4PM
Sunday Closed

Amenities (quick view): Accessibility,Wheelchair accessible entrance,Wheelchair accessible parking lot,Wheelchair accessible restroom,Restroom,Planning,Appointments recommended,

Talk with me today

I serve Lake Oswego and Portland Downtown with 28 years in Estate Planning, Criminal Defense.

Free initial consultation available. Contact our office to schedule an appointment and discuss your legal needs. • Flexible payment plans available • Languages: English, Russian, Japanese

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Need an experienced Financial planner in Lake Oswego? Call or visit http://dadavidson.com/.

Information on this page is for general educational purposes and is not legal advice.

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