Steward Partners

Permanently closed
Call
Website

Advertisement

4949 Meadows Rd Ste 400
Lake Oswego, OR 97035
Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.
Owner verified
See a problem?

You might also like

Wells Fargo Advisors
Services, nec, nec, Security brokers and dealers, Business services, nec, nec

Wells Fargo Advisors

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
MKG Financial Group
Investment advisory service, Security brokers and dealers

MKG Financial Group

About MKG Financial With over 70 collective years of financial market experience, the experts at MKG have been serving clients in Portland, Oregon ; Bend, Oregon ; and the wider Pacific Northwest since 1995. Our extensive market knowledge and our team approach to investment analysis allows us to aid individuals, families and organizations in making the best decisions for their financial future. In assembling what stocks and other market securities will comprise a portfolio, we base our investment decisions on three core elements: Research: the foundation of successful investing. Solid investment research and market analysis is the cornerstone on which we base every decision we make for our clients, their accounts and their future. Performance: the execution of sound, research-based investment decisions. We measure our success by the consistent performance of our clients' portfolios, and we concentrate on building those portfolios one reasoned decision at a time. Results: the achievement of our clients' goals and the satisfaction of seeing their investments grow. Whether seeking early retirement, college education, or general wealth building, the team MKG Financial Group is committed to turning your goals into reality. MKG is a registered investment advisor with the U.S. Securities and Exchange Commission ( SEC ), and a member of Financial Industry Regulatory Authority ( FINRA ) and the Securities Investor Protection Corporation ( SIPC ). Executions, cleaning, and custodial services are provided through Pershing LLC, a division of Bank of NY Mellon. Read MKG's Form ADVRead MKG's SEC Rule 606 ReportRead MKG's Client Privacy Notice & Business Continuity
United StatesOregonLake OswegoSteward Partners

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.

Advertisement