Business Details
About
Financial PlanningInvestment ServiceOptions Trading Firms
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Details
- Requires appointmentAvailable
Location
Nichols Wealth Management Group
4949 SW Meadows Rd, Lake Oswego, OR
97035, United States
Hours
Frequently Asked Questions About Nichols Wealth Management Group
What financial services does Nichols Wealth Management Group offer?
Nichols Wealth Management Group provides customized financial strategies, investment management, financial planning, and options trading to help achieve your financial goals.
Where is Nichols Wealth Management Group located?
Nichols Wealth Management Group is located at 4949 SW Meadows Rd, Suite 250, Lake Oswego, OR 97035, USA.
What are the business hours of Nichols Wealth Management Group?
The office is open Monday to Friday from 7:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Is an appointment required to visit Nichols Wealth Management Group?
Yes, appointments are required to visit Nichols Wealth Management Group.
What is the main phone number to contact Nichols Wealth Management Group?
You can contact Nichols Wealth Management Group by phone at +1 503-387-8467.
Where can I find more information about Nichols Wealth Management Group online?
More information is available on their website: https://us.rbcwealthmanagement.com/nicholswmg
Are there any banks near Nichols Wealth Management Group that I might visit?
Yes, M & T Bank is located nearby and can be convenient for handling your banking needs before or after your financial consultation.
What insurance agencies are close to Nichols Wealth Management Group?
Several insurance agencies such as Comparion Insurance Agency, Liberty Mutual Insurance, and agents like Austin Tyner and Kevin Legg are nearby, which could complement your financial planning needs.
Can I find mortgage services near Nichols Wealth Management Group?
Yes, mortgage services like Pacific Residential Mortgage, LLC and Cmg Mortgage are close by if you need mortgage advice or services along with your financial planning.
What other professional services are available near Nichols Wealth Management Group?
Nearby you can find legal and accounting services such as Bailey & Company CPA’s PC, Pegasus Fiduciary Services, and law firms like Draneas and Huglin and Bittner & Hahs, useful for comprehensive financial and estate planning.