Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Retirement Planning Services

          Showing: 2,460 results for Retirement Planning Services
          near Durham, OR

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Unitus Community Credit Union

          Credit Union, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Beaverton, OR
          • Clackamas, OR
          • Gresham, OR
          • Hillsboro, OR
          • Portland, OR
          • Salem, OR
          • Vancouver, WA
          Accredited BusinessAccredited Business
          (503) 227-5571

          7495 SW Bridgeport Rd,
          Tigard, OR 97224-7207

          BMO Bank N.A.

          Bank, Financial Services, Loans ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • Ashburn Park, IL
          • Bedford Park, IL
          • Burnham, IL
          • Calumet Park, IL
          • Chestnut Street, IL
          • Chicago Lawn, IL
          • Chicago, IL
          • Clearing, IL
          • Cragin, IL
          • Elsdon, IL
          • Englewood, IL
          • Forest View, IL
          • Fort Dearborn, IL
          • Graceland, IL
          • Grand Crossing, IL
          • Harwood Heights, IL
          • Hegewisch, IL
          • Jefferson Park, IL
          • Jefferson, IL
          • Lakeview, IL
          not BBB accredited
          (503) 691-1699

          7925 SW Nyberg St,
          Tualatin, OR 97062

          Banner Bank

          Bank, Financial Services, Loans ...

          BBB Rating: C
          Service Area

          Serving the following areas:

          • 83301
          • 83501
          • 83544
          • 83687
          • 83702
          • 83704
          • 83709
          • 83835
          • 83843
          • 83861
          • 83864
          • 97005
          • 97007
          • 97062
          • 97124
          • 97204
          • 97401
          • 97420
          • 97423
          • 97424
          not BBB accredited
          (503) 783-0600

          7675 SW Nyberg St,
          Tualatin, OR 97062-8611

          Banner Bank

          Bank, Financial Services, Loans ...

          BBB Rating: C
          Service Area

          Serving the following areas:

          • 83301
          • 83501
          • 83544
          • 83687
          • 83702
          • 83704
          • 83709
          • 83835
          • 83843
          • 83861
          • 83864
          • 97005
          • 97007
          • 97062
          • 97124
          • 97204
          • 97401
          • 97420
          • 97423
          • 97424
          not BBB accredited
          (503) 783-0600

          7675 SW Nyberg St,
          Tualatin, OR 97062-8611

          The Etesian Wealth Advisors, LLC

          Investment Management, Financial Services, Retirement Planning Services

          BBB Rating: A+
          not BBB accredited
          (503) 387-3615

          1969 Willamette Falls Dr Ste 200,
          West Linn, OR 97068

          Mulligan Capital Inc

          Retirement Planning Services, Financial Planning Consultants, Investment Advisory Services

          BBB Rating: A+
          not BBB accredited
          (503) 352-4019

          7110 SW Fir Loop,
          Portland, OR 97223

          Wellstone Group LLC, the

          Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (503) 594-1210

          5800 Meadows Rd Ste 210,
          Lake Oswego, OR 97035

          Pearson Financial Group

          Estate Planning and Management, Retirement Planning Services

          Service Area

          Serving the following areas:

          • 97006
          not BBB accredited
          (503) 670-0500

          3 Centerpointe Dr Ste 200,
          Lake Oswego, OR 97035

          Garry F. Liday Corp.

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OR
          • WA
          • USA
          Accredited BusinessAccredited Business
          (503) 620-3531

          15405 SW 116th Ave Ste 103A,
          King City, OR 97224-4100

          Banner Bank

          Bank, Financial Services, Loans ...

          BBB Rating: C
          Service Area

          Serving the following areas:

          • 83301
          • 83501
          • 83544
          • 83687
          • 83702
          • 83704
          • 83709
          • 83835
          • 83843
          • 83861
          • 83864
          • 97005
          • 97007
          • 97062
          • 97124
          • 97204
          • 97401
          • 97420
          • 97423
          • 97424
          not BBB accredited
          (503) 534-1000

          16099 Boones Ferry Rd,
          Lake Oswego, OR 97035-4303

          Banner Bank

          Bank, Financial Services, Loans ...

          BBB Rating: C
          Service Area

          Serving the following areas:

          • 83301
          • 83501
          • 83544
          • 83687
          • 83702
          • 83704
          • 83709
          • 83835
          • 83843
          • 83861
          • 83864
          • 97005
          • 97007
          • 97062
          • 97124
          • 97204
          • 97401
          • 97420
          • 97423
          • 97424
          not BBB accredited
          (503) 534-1000

          16099 Boones Ferry Rd,
          Lake Oswego, OR 97035-4303

          UBS

          Investment Management, Retirement Planning Services

          BBB Rating: F
          not BBB accredited
          (212) 821-3000

          5285 Meadows Rd # 495,
          Lake Oswego, OR 97035-3197

          Swanson Financial Services Inc

          Financial Planning Consultants, Retirement Planning Services, Insurance Consultant

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Clackamas County, OR
          • Clark County, WA
          • Multnomah County, OR
          • Washington County, OR
          not BBB accredited
          (503) 603-9900

          3600 Spring Ln,
          Lake Oswego, OR 97035

          BMO Bank N.A.

          Bank, Financial Services, Loans ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • Ashburn Park, IL
          • Bedford Park, IL
          • Burnham, IL
          • Calumet Park, IL
          • Chestnut Street, IL
          • Chicago Lawn, IL
          • Chicago, IL
          • Clearing, IL
          • Cragin, IL
          • Elsdon, IL
          • Englewood, IL
          • Forest View, IL
          • Fort Dearborn, IL
          • Graceland, IL
          • Grand Crossing, IL
          • Harwood Heights, IL
          • Hegewisch, IL
          • Jefferson Park, IL
          • Jefferson, IL
          • Lakeview, IL
          not BBB accredited
          (503) 207-1100

          16555 Boones Ferry Rd,
          Lake Oswego, OR 97035

          CGC Financial Services LLC

          Financial Services, Life Insurance, Retirement Planning Services

          BBB Rating: A+
          not BBB accredited
          (503) 670-1958

          5 Centerpointe Dr Ste 550,
          Lake Oswego, OR 97035

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.