Lake Oswego, Oregon · Financial planning
With you when
you need us —
from day one.
Hessel Financial builds and refines a plan for every stage of your journey — tailored to the goals, lifestyle, and risk tolerance of individuals, families, and business owners who expect more from an advisor.
WHO WE SERVE
Individuals, families & business owners
HOW WE WORK FOR YOU
Relationship-first, held to a higher standard
AFFILIATION
Prudential Advisors
WHERE
Serving Oregon & Washington
WHAT WE DO
Individuals – Families – Business Owners
Financial planning for every stage of the journey.
Financial success starts with a plan — and because every situation is different, every plan is built from scratch.
Whether you are a seasoned investor or just getting started, we’ll assess all aspects of your situation and tailor a strategy just for you.
A portfolio aligned to your goals and lifestyle, monitored and adjusted to keep your plan on track.
Straightforward guidance on the right plan for you and your team — options, costs, contributions, and tax savings.
Life insurance and protection strategies that safeguard what you've built and the people who depend on it.
Whether retirement is decades away or around the corner, a clear picture of income and tax-smart ways to enhance it.
Not sure where to start?
Tell us what you’re looking for - we look forward to hearing from you.
YOUR ADVISOR
Jake Hessel
"Superior service starts with trust and relationships — asking the right questions, and looking beyond the transaction."
A decade of work in politics, legislative advocacy, and consumer-protection policy shaped a simple belief about what clients actually deserve.
CONTACT
Get In Touch
If other advisors don't offer what you're looking for, reach out and get the conversation started.
Phone Number
(503) 746-2179