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Home > Financial Planner Directory > Oregon > Lake Oswego > Brent Hamilton, CFP®

Brent Hamilton, CFP®

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WBH Financial Services

4500 Kruse Way

Suite 100

Lake Oswego, OR 97035-2562

Phone: (503) 699-9200

Fax: (503) 699-9202

Toll-free: (888) 699-9201

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Annuities
Asset Allocation
Business Taxes
Career Change
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Insurance
Job Loss
Life Planning
Retirement
Stocks & Bonds
Long-term Care
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: Broker Dealer Disclaimer: Securities and Advisory Services offered through KMS Financial Services, Inc. Member FINRA/SIPC

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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