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Russell Loeb, Financial Advisor

FINANCIAL ADVISOR
Russell P Loeb

CFP®
221 Molalla Avenue Suite 101, Oregon City, OR 97045opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings

About Russell

Helping our clients achieve their dreams and financial security is our daily passion. We are a patient and experienced team that delivers a common-sense approach to finance regardless of complexity.

It's an honor to partner with our clients on their financial journey. The clients we serve value our comprehensive and personal approach. This includes creating specific processes and strategies because your preferences and circumstances are unique. We'll also consult with your attorney, accountant and other trusted professionals as necessary to maximize your goals.

I began working in finance and building my business in 1999, joined Edward Jones in 2005 and...

Work History

  • Edward JonesOctober 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Oregon State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Fishing
  • Hiking
  • Skiing
  • Traveling

Team Members

  • Valerie Lindon
    Sr. Branch Office Administrator
    FPQP®
  • Bridgette Loomis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Phone

(503) 656-4059

Fax

(877) 898-7428

Office Address

221 Molalla Avenue Suite 101
Oregon City, OR 97045opens in a new window

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