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: No License Required Financial Consultants

          Showing: 66 results for No License Required Financial Consultants
          near Portland, OR

          Filter by

          Service Area

          Filter by

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

          Builders Direct Lending Fund LLC

          Construction Loans, Financial Consultants, No License Required Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Clackamas County, OR
          • Multnomah County, OR
          • Washington County, OR
          Accredited BusinessAccredited Business
          (503) 427-9143

          1415 NE Failing St,
          Portland, OR 97212-1342

          Empirical Wealth Management LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 99501
          • 99502
          • 99503
          • 99504
          • 99505
          • 99506
          • 99507
          • 99508
          • 99509
          • 99510
          • 99511
          • 99512
          • 99513
          • 99514
          • 99515
          • 99516
          • 99517
          • 99518
          • 99519
          • 99520
          Accredited BusinessAccredited Business
          (503) 808-9005

          805 SW Broadway Ste 2400,
          Portland, OR 97205

          Capital Payments Inc

          Credit Card Processing Services, Payment Processing Services, Credit Card Merchant Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • ID
          • MT
          • NV
          • OR
          • WA
          • WY
          Accredited BusinessAccredited Business
          (503) 595-5567

          1201 SW 12th Ave Ste 210,
          Portland, OR 97205-2035

          Under Control LLC

          QuickBooks Support, Bookkeeping Services, Non-Profit Organization ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Clackamas County, OR
          • Columbia County, OR
          • Multnomah County, OR
          • Washington County, OR
          Accredited BusinessAccredited Business
          (503) 720-3817

          823 SE 47th Ave,
          Portland, OR 97215-1716

          Law Offices of Travis Gagnier, Inc. P.S.

          Bankruptcy Attorney, Probate Attorneys, No License Required Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • King County, WA
          • Pierce County, WA
          Accredited BusinessAccredited Business
          (253) 941-0234

          33507 9th Ave S Ste F,
          Federal Way, WA 98003-6397

          Empirical Wealth Management

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • King County, WA
          • Spokane County, WA
          Accredited BusinessAccredited Business
          (206) 923-3474

          1420 5th Ave Ste 3150,
          Seattle, WA 98101-2387

          Empirical Wealth Management

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • King County, WA
          • Spokane County, WA
          Accredited BusinessAccredited Business
          (206) 923-3474

          11100 NE 8th St Ste 820 Suite 820,
          Bellevue, WA 98004-4444

          Hooper Wealth Management Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • MT
          • NC
          • ND
          • NV
          • OR
          • TX
          • WA
          • WY
          Accredited BusinessAccredited Business
          (541) 440-6868

          2192 NE Stephens St Ste 100,
          Roseburg, OR 97470-1478

          Cascade Northwest Bookkeeping LLC

          Bookkeeping Services, Accounting, No License Required Financial Consultants ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (509) 240-1019

          Walla Walla, WA 99362

          PERSAdvisor

          Retirement Planning Services, Investment Advisory Services, Financial Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Medford, OR
          • OR
          Accredited BusinessAccredited Business
          (541) 690-1069

          930 Town Centre Dr,
          Medford, OR 97504-6100

          Elevate Business Financials LLC

          Bookkeeping Services, Tax Return Preparation, Payroll Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (541) 420-7070

          96168 Pike Lane,
          Lakeview, OR 97630

          Ronald D. Simpkins, CPA

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Washoe County, NV
          Accredited BusinessAccredited Business
          (775) 786-1008

          1427 Golddust Dr,
          Sparks, NV 89436-9317

          Sterling Retirement Group of Sacramento, Inc.

          Financial Services, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (916) 724-1690

          300 Harding Blvd Ste 115,
          Roseville, CA 95678-2472

          OneSource Wealth Management

          Financial Consultants, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alpine County, CA
          • Amador County, CA
          • Butte County, CA
          • Calaveras County, CA
          • El Dorado County, CA
          • Glenn County, CA
          • Lassen County, CA
          • Modoc County, CA
          • Nevada County, CA
          • Placer County, CA
          • Plumas County, CA
          • San Joaquin County, CA
          • Shasta County, CA
          • Siskiyou County, CA
          • Stanislaus County, CA
          • Sutter County, CA
          • Tehama County, CA
          • Trinity County, CA
          • Tuolumne County, CA
          • Yolo County, CA
          Accredited BusinessAccredited Business
          (916) 967-3500

          4080 Cavitt Stallman Rd,
          Granite Bay, CA 95746-9049

          OneSource Wealth Management

          Financial Consultants, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alpine County, CA
          • Amador County, CA
          • Butte County, CA
          • Calaveras County, CA
          • El Dorado County, CA
          • Glenn County, CA
          • Lassen County, CA
          • Modoc County, CA
          • Nevada County, CA
          • Placer County, CA
          • Plumas County, CA
          • San Joaquin County, CA
          • Shasta County, CA
          • Siskiyou County, CA
          • Stanislaus County, CA
          • Sutter County, CA
          • Tehama County, CA
          • Trinity County, CA
          • Tuolumne County, CA
          • Yolo County, CA
          Accredited BusinessAccredited Business
          (916) 967-3500

          8261 Greenback Ln Ste 100,
          Fair Oaks, CA 95628-2533

          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.