Popular Cities
There are no firms listed in Aloha itself yet; the 24 below are the closest options, from towns including Portland (10, 11 mi), Vancouver, WA (5, 17 mi) and Lake Oswego (3, 10 mi).
2 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
The 24 firms listed for Aloha, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
The 24 firms on this page are rated from 4.2 to 5.0 across 568 reviews; 4 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (86%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 2 are open on Saturdays. The services the firms on this page list most often on their websites are tax planning (3), back taxes owed (2), bankruptcy (2), business planning (2) and buy quickbooks and save (2). 1 shows a license on its website and 9 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 3 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
- “Erik’s deep knowledge and savvy investment skills not only protected me from some steep losses over time, but grew my portfolio significantly.” — client of Interactive Wealth Advisors
- “They are professional and very customer focused with their retirement planning services.” — client of Bridgetown Wealth Management
- “Some of us may have difficulty understanding financial planning, however I found Josh was able to break it all down for me so I could take it all in and I now feel much more confident of the direction I am going.” — client of True Path Capital Strategies
Excerpts from public reviews of the firms listed on this page.
