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: Financial Planning Consultants

          Showing: 4,452 results for Financial Planning Consultants
          near Happy Valley, OR

          Filter by

          Service Area

          Filter by

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

          Harlow Wealth Management, Inc.

          Financial Planning Consultants, Tax Consultant, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OR
          • WA
          not BBB accredited
          (360) 573-2522

          10365 SE Sunnyside Rd Ste 150,
          Clackamas, OR 97015-5707

          CitiMortgage

          Banking Services, Financial Services, Mortgage Broker ...

          BBB Rating: F

          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:

          • NY
          not BBB accredited
          (212) 559-1000

          12050 SE Stevens Rd Ste 200,
          Portland, OR 97086

          I M S Capital Management Inc

          Investment Advisory Services, Financial Planning Consultants, Stock Brokers ...

          not BBB accredited
          (503) 788-4200

          8995 SE Otty Rd,
          Portland, OR 97086-2365

          I M S Capital Management Inc

          Investment Advisory Services, Financial Planning Consultants, Stock Brokers ...

          not BBB accredited
          (425) 637-3700

          8995 SE Otty Rd,
          Happy Valley, OR 97086-2365

          BPG Wealth Management LLC

          Financial Planning Consultants, Life Insurance, Health Insurance ...

          BBB Rating: A+
          not BBB accredited
          (503) 654-7676

          10151 SE Sunnyside Rd Ste 460,
          Clackamas, OR 97015

          Grimaldi Norton and Associates LLC

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (971) 204-7163

          8800 SE Sunnyside Rd Ste 107N,
          Clackamas, OR 97015-5738

          CitiFinancial

          Banking Services, Financial Services, Mortgage Broker ...

          BBB Rating: F

          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:

          • NY
          not BBB accredited
          (212) 559-1000

          11211 SE 82nd Ave # W2,
          Portland, OR 97086

          Edward Jones

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

          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
          not BBB accredited
          (314) 515-2000

          10217 SE Sunnyside Rd,
          Clackamas, OR 97015

          Smith Saunders & Young

          Financial Planning Consultants

          not BBB accredited
          (503) 774-1753

          9621 SE 66th Ave,
          Portland, OR 97222-2506

          Waterman & Associates Inc

          Financial Planning Consultants, Insurance Companies

          BBB Rating: A+
          not BBB accredited
          (503) 524-6974

          7320 SE Thiessen Rd,
          Milwaukie, OR 97267-2052

          Edward Jones

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

          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
          not BBB accredited
          (314) 515-2000

          1912 Se Monroe St,
          Milwaukie, OR 97222

          Howarth Financial Services

          Financial Planning Consultants

          not BBB accredited
          (503) 475-7718

          2818 SE 65th Ave,
          Portland, OR 97206-1204

          Edward Jones

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

          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
          not BBB accredited
          (314) 515-2000

          820 Portland Ave,
          Gladstone, OR 97027

          Von Borstel & Associates

          Financial Planning Consultants, Insurance Services Office, Investment Advisory Services

          not BBB accredited
          (503) 257-6969

          9955 SE Washington St Ste 101,
          Portland, OR 97216-2451

          BenefitHelp Solutions, Inc

          Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Bend, OR
          • Redmond, OR
          not BBB accredited
          (503) 243-5108

          10505 SE 17th Ave,
          Portland, OR 97222-7475

          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.