OUR COMMUNITY

Events

We love staying connected to our local community! Over the past year we've attended events to help promote the well being of our local high school, city center, and more!

Sponsorships

We're a proud sponsor of local community events. If your charitable organization is looking for a community sponsor, let us know!

Office Hours:

Monday-Friday

8:00-5:00pm

Lake Oswego Wealth Strategies

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

T (503) 221-1211

(503) 221-0493

Contact Us

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC. (www.SIPC.org) Supervisory address: 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

 

Lake Oswego Wealth Strategies is licensed to sell insurance in: AK, AZ, CA, CO, FL, HI, IA, ID, MS, MT, NV, OH, OR, PA, TX, UT, WA and securities in AK, AZ, CA, CO, FL, HI, IA, MN, MT, MS, NJ, NM, NV, OR, PA, WA

View our Privacy Policy. Check the background of MML Investors Services, LLC on FINRA's BrokerCheck.

CRN202205-264551