WestPac Wealth Partners

(on centerpointe)
Financial and Investment Services in Lake Oswego, OR
Financial and Investment Services
Financial Services
Insurance

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

5 Centerpointe Dr
Lake Oswego, OR
97035-8695

About

Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Photos

WestPac Wealth Partners Photo

Latest

For those who missed it... WestPac was recently named one of Inc.'s best places to work in 2020! I am so proud to be a part of this inclusive, collaborative culture. Congrats to our amazing teams who helped us reach this accomplishment. E.GV6.CO Financial Advisors & Wealth Management | WestPac Wealth Partners - westpacwealth.com
Our CEO Nash Subotic was featured in the September issue of DS Magazine as he spoke about the benefits of diversity in the workplace. For his full account, visit page 57 on the link below: http://digital.dsnews.com/ds-news-2/ds-news-september-2020 #itsawestpacthing #diversity #leadership DIGITAL.DSNEWS.COM DS News September 2020
Stress in the workplace is inevitable, but there are some things you can do to stand out thrive despite conflict. E.GV6.CO 7 ways emotionally intelligent people handle workplace pressure
Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply.... WESTPACWEALTH.COM Financial Hacks for Millennials: Are Credit Cards A Necessary Evil?
College costs are ever-increasing. With the right planning, you can create a strategy that will work for your family. Read this article to learn more. #LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently E.GV6.CO It Costs How Much? Saving for Your Child’s Education
We don't always love our job. However, there are three things we can do to deal with it when we're in this situation. E.GV6.CO What to do when you're stuck in a job you hate
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What can a fairy tale teach us about goal-setting success? Watch our video and find out. WESTPACWEALTH.COM Once Upon a Goal
E.GV6.CO Millionaire who saved 70% of his income and retired at 35: 'We should all live by these 6 basic principles'
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We revealed earlier that San Diego Business Journal recently ranked us as the #1 best workplace in San Diego. Check out this blog to learn why and to see the article featuring WestPac. https://www.westpacwealth.com/blog/best-in-san-diego-what-makes-westpac-a-great-workplace #bestplacetowork #sandiego #itsawestpacthing WESTPACWEALTH.COM #1 Again! WestPac Lands Top Spot in San Diego Best Workplaces List
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. WESTPACWEALTH.COM Monthly Market Insights | October 2020
Healthcare may be one of your biggest expenses in retirement. Manage your risk. WESTPACWEALTH.COM Healthy Body, Healthy Pocketbook
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide. WESTPACWEALTH.COM Mastering Mobile Lingo
Identity theft is becoming more common every day. Here’s what to do if it happens to you. WESTPACWEALTH.COM Essential Steps to Avoid and Recover From Identity Theft
We are thrilled to announce that once again, we have been recognized by Fortune as one of the top 100 medium-sized workplaces across the US in 2020. We believe our values, leaders, team members and mission all attributed to receiving this repeat, honorable recognition. Learn more about what makes our team so special: https://www.westpacwealth.com/blog/fortune-2020 #BestWorkplaces #itsawestpacthing #bestplacetowork
Calling all CPAs! On November 12, we're hosting an event where you can earn 3 CPE Credits. Click below to see the topics we'll cover. https://www.westpacwealth.com/events/cpa-cpe-event WESTPACWEALTH.COM CPA-CPE Event
Life is a road trip. Will you have enough gas? Here’s how to build a retirement plan with income for life. WESTPACWEALTH.COM Retirement Road Trip
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Learn how your personality influences your financial views. Our retirement planning tool can help you create the kind of future you envision. WESTPACWEALTH.COM How Do You View Your Future?
E.GV6.CO I'm a 32-year-old stay-at-home mom, and my husband earns $150,000 a year. Will I ever be able to enjoy a retirement?
It’s good to have lots of options on Friday night, as well as for the years ahead. WESTPACWEALTH.COM Defining Your Priorities
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During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so... WESTPACWEALTH.COM Millennial Money Myths: Buying a Car is Better Than Leasing
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement WESTPACWEALTH.COM Social Security: Five Facts You Need to Know
Approximately 20% of U.S. adults have a disability, according to the CDC. WESTPACWEALTH.COM Aware of Employment Rights for Workers with Disabilities?
Recently 117 year old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw eggs every day. WESTPACWEALTH.COM Financial Empowerment for Women
Developing a retirement strategy? It's critical to know the differences between investment types. WESTPACWEALTH.COM Traditional vs. Roth IRA
As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests. WESTPACWEALTH.COM Financial Hacks for Millennials: From Side Hustle to Savings

Information

Company name
WestPac Wealth Partners
Category
Financial and Investment Services

FAQs

  • What is the phone number for WestPac Wealth Partners in Lake Oswego OR?
    You can reach them at: 503-207-4550. It’s best to call WestPac Wealth Partners during business hours.
  • What is the address for WestPac Wealth Partners on centerpointe in Lake Oswego?
    WestPac Wealth Partners is located at this address: 5 Centerpointe Dr Lake Oswego, OR 97035-8695.
  • What are WestPac Wealth Partners(Lake Oswego, OR) store hours?
    WestPac Wealth Partners store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.