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24 firms listed · 4 in Gresham · 2 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 16, 2026
The 24 firms listed for Gresham, 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.
Of the 24 firms we list here, 4 are in Gresham itself and 20 come from towns including Portland (9, 10 mi), Vancouver, WA (5, 12 mi) and Lake Oswego (3, 14 mi). 22 of the firms on this page have a rating, from 3.9 to 5.0 across 651 reviews; 5 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (87%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), estate planning (2), life insurance (2), retirement planning (2) and tax planning (2). 2 show a license on their websites and 5 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; 4 offer a free initial consultation and 2 are family- or locally-owned. 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.
3 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.
