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Community Financial

Financial Advisor serving Lake Oswego, Oregon · 1 of 42 financial advisors in the area

📍 412, A Avenue, Lake Oswego, OR, 97034
📞 +1-503-636-••••
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📍 412, A Avenue, Lake Oswego, OR, 97034

About Community Financial

Community Financial is a financial advisor located in Lake Oswego, Oregon. As a local financial advisor, they serve Lake Oswego and surrounding communities in Oregon. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lake Oswego should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lake Oswego

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lake Oswego may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lake Oswego

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lake Oswego?
Financial Advisors in Lake Oswego typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Lake Oswego?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 42 financial advisors in Lake Oswego to choose from.
Does Community Financial offer free quotes?
Contact Community Financial directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lake Oswego

Medical Professionals Financial Group

310, North State Street, Lake Oswego, OR, 97034

Umpqua Investments

385, First Street, Lake Oswego, OR, 97034

Kevin Kalin

425, Second Street, Lake Oswego, OR, 97034

Etesian Wealth Advisors

17040, Pilkington Road, Lake Oswego, OR, 97035

Edward Jones

17040, Pilkington Road, Lake Oswego, OR, 97035

WFG National Title

5885, Meadows Road, Lake Oswego, OR, 97035