An Oregon Registered Investment Advisor offering the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide.|
Details: Portland Financial Advisors, Inc. is an Oregon Registered Investment Advisor providing Fee-Only financial advice to Oregonians.
We provide a high level of personal attention in connection with the performance of financial planning services. We listen, we get to know you, and then we advise.
Our planners have exceptional credentials and expertise - principals are both CFPs and CPAs with over 40 years of combined experience.
We use a team approach – plans and recommendations are reviewed by your team of CFPs, CPAs, investment advisors, insurance agents, and attorneys.
We do not accept commissions for financial planning products or referral fees. Every decision we make is based on the interests of our clients without regard to compensation.
Category: Financial Advice