Business Details
About
Financial PlannerFinancial ConsultantStock Broker
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
Shelly M. McFarland - RBC Wealth Management Financial Advisor
4949 SW Meadows Rd, Lake Oswego, OR
97035, United States
Hours
Frequently Asked Questions About Shelly M. McFarland - RBC Wealth Management Financial Advisor
Where is Shelly M. McFarland - RBC Wealth Management Financial Advisor located?
The office is located at 4949 SW Meadows Rd, Suite 250, Lake Oswego, OR 97035, USA.
What services does Shelly M. McFarland - RBC Wealth Management offer?
They provide customized financial advice, investment management, and strategies aimed at achieving your financial goals and security.
What are the business hours for Shelly M. McFarland - RBC Wealth Management Financial Advisor?
They are open Monday through Friday from 7:00 AM to 4:00 PM and closed on weekends.
Do I need to make an appointment to meet with a financial advisor at this office?
Yes, appointments are required to meet with a financial advisor.
How can I contact Shelly M. McFarland - RBC Wealth Management Financial Advisor?
You can reach them by phone at +1 503-387-8462 or visit their website at https://us.rbcwealthmanagement.com/swag.
What is the main focus message of Shelly M. McFarland - RBC Wealth Management?
Their featured message focuses on strengthening your financial security.
Are there insurance agencies nearby in case I need complementary financial or insurance services?
Yes, there are several insurance agencies nearby, including Liberty Mutual Insurance, Comparion Insurance Agency offices, and agents like Ward Klicke and Kevin Legg.
What nearby financial institutions can help with mortgage or banking services?
Nearby you can find M & T Bank, Cmg Mortgage, and Pacific Residential Mortgage, LLC for banking and mortgage services.
Are there any nearby legal or estate planning services I should consider in conjunction with financial planning?
Yes, you can consider nearby legal and estate planning services such as Pegasus Fiduciary Services, Essential Estate Planning, and law firms like Draneas and Huglin and Bittner & Hahs.
Could I visit nearby places like restaurants or businesses before or after my appointment?
Yes, nearby you will find dining options such as Kimbap & Go, a Korean restaurant, as well as marketing agencies and real estate offices if you need additional services.