Office information9400 SW Beaverton-Hillsdale Hwy.
Beaverton, OR 97005
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Trevor ParkerBranch Manager
The Beaverton, Oregon branch of Cetera® Investors is managed by Trevor Parker. He has 11 years of experience in the role and has spent over 26 years in the financial industry. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Beaverton, OR
If you’re looking for a personal, customized experience from a wealth manager, you know the value of client communication and direct support. At Cetera® Investors, we offer financial management services that are passionate about client care. If you’re trying to grow your passive income past the $64,600 median income in Beaverton, Cetera can help.
Cetera Investors offers a unique Advice-Centric Experience® framework, so our financial professionals and wealth managers are trained to provide the customized guidance you need, when you need it. After all, it’s your money—it only makes sense to have a manager who tailors their financial management to fit your unique goals and needs. That’s the Cetera Investors difference.
Cetera Investors Frequently Asked Questions
Cetera Investors' team of financial managers are professionals who are able to operate flexibly, reliably, and with clear communication. You can feel confident that your assets will be carefully attended to when in the hands of a Beaverton wealth manager or financial professional who is backed by the Cetera Investors network.
When you trust a manager with your assets, it's important that they have the resources necessary to make your money work for you. Our financial professionals in Beaverton are committed to your success—and we put our money where our mouth is. Cetera Investors works with consultants that will guide you as intentionally as they would a friend or family member.
You should choose a financial manager who is competent, reliable, open to communication, and invested in your success. Finding the right professional and forging the right relationships can sometimes be a hassle, but Cetera Investors makes it easy. Whether you're planning for retirement, a small business owner looking for financial guidance, or simply someone who would like to see their savings grow, we can help.
Of course, no manager is worth their salt unless they keep up with the latest technology solutions. Our financial professionals in Beaverton are always up-to-date on the tools and tech that can put your money to work. Our proprietary software and suite of financial platforms operate around the clock to ensure your assets are strategically allocated, and our managers are well-trained. Our solutions include:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
We take note of critical markers of success and help you strategize plans to meet and exceed your goals. With advanced software solutions available to you through your online portal and in-person, you can get back to focusing on what matters most: living your life, growing your career, or managing your business.
Cetera Investors' Beaverton wealth managers operate on the principles of flexibility, professionalism, and communication. That means that when you're looking for a financial manager in Beaverton, Hillsboro, or west Portland, Cetera Investors is your best bet for the kind of customized service you need to get ahead. We're conveniently located just off the 218 freeway in Raleigh Hills, so you won't have to worry about finding us.
Rather than offering a one-size-fits-all model for financial solutions and investment strategizing, we understand that every client has particular needs that require attention to detail. With Cetera Investors' nationwide network of financial professionals, you get all the power and strength of a large organization while enjoying the personalized experience you deserve. Strong relationships are the bedrock of a successful business model. That's why our core value is attention to clients' needs.
How Do I Get Started with Cetera Investors?
You can access professional wealth management by simply contacting a Cetera Investors financial manager. Finding the right service for financial advice in Beaverton and west Portland can be a headache, but Cetera Investors offers easy access and open lines of communication so you can invest and plan with confidence.
Whether you’re just starting out on your financial path or planning how to manage your estate, Cetera Investors can help. As you plan your financial future, choosing a wealth manager in Beaverton is a critical first step. Don’t miss out on the opportunity to plan your finances cleverly—call your local wealth manager to find out how we can help strategize your finances in a way that gets your money working both harder and smarter.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.