EDWARD JONES INVESTMENTS - Sarah Heesacker

Edward Jones Investments, nestled in Beaverton, OR, stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment aspirations and financial objectives. Specializing in offering bespoke advice, they focus on creating tailored solutions spanning investment management, retirement and estate planning, and education savings initiatives. Their team of committed financial advisors is readily available across the nation, underscoring their commitment to fostering robust advisor-client connections through personalized consultations and continuous assistance to equip clients for the changing landscapes of life. At Edward Jones Investments, the emphasis lies on individualized client support, crafting personalized strategies rather than resorting to a one-size-fits-all, transactional model. By making meticulous planning accessible to a diverse range of investors, they prioritize a thoughtful and client-centric approach, ensuring that each client receives the attention and care necessary to navigate the intricacies of financial planning successfully. With a focus on building meaningful and enduring relationships, Edward Jones Investments in Beaverton, OR, remains a reliable partner for those seeking comprehensive financial guidance tailored to their unique circumstances. Generated using this brand's available information

Addison Avenue Investment Services is a Hillsboro-based financial advisory firm that offers sophisticated wealth management services tailored to individual needs. With years of experience, the firm provides carefully measured guidance through disciplined planning, attentive insight, and analytical capabilities. Their comprehensive planning approach encompasses a thorough review and analysis of all aspects of clients' financial lives, while their retirement planning services aim to be the ultimate steward for wealth, simplifying complexities with a range of tailored strategies. Addison Avenue Investment Services also offers financial planning services to help clients pursue financial independence and achieve their goals, as well as sustainable investing options that integrate environmental, social, and governance criteria. Recognizing the unique challenges faced by different client groups, Addison Avenue Investment Services serves a diverse range of individuals, including retirees, women investors, corporate executives, and families. Their team of experienced financial advisors, including Kimberlee Bouska, Richard Lee, and Fiera N. Brein, is dedicated to providing personalized guidance and addressing individual needs. With a structured process, analytical insights, and specialized knowledge, the firm aims to help clients make informed financial decisions and achieve their long-term objectives.Generated from the website

We are an Independent Registered Investment Advisor (RIA) that provides investment management, financial planning, tax planning, and financial advice. Our mission is to help our clients reach their financial goals by providing them with the highest quality financial advice. We strive to make the financial planning process as easy and transparent as possible for our clients. We believe that everyone should have a clear understanding of their financial situation and their options for reaching their goals. That's why we provide our clients with comprehensive financial planning reports and educational materials.