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Financial Advising reviews in Portland

Real People ~ Real Reviews ~ Real Results

  • We were looking for financial planning advice from some one who wouldn't be trying to sell us investments and interviewed a few fee-only financial planners. We chose Provider name locked. because he did an excellent job of demonstrating the type of analysis he could provide, and we liked his emphasis on socially-responsible investing. He delivered exactly as promised with a relatively short turn-around and explained everything very clearly. He ran an additional retirement scenario for us and came up with some innovative ideas for our needs. Highly recommended.
    - SEAN G.
  • Provider name locked. , Provider name locked. and Provider name locked. of Provider name locked. and Associates Provider name locked. ., have been my financial advisors for about five years and several times a year they review my holdings and advise me in how my holdings are doing, and whether to hold or sell the different funds. They also hold quarterly seminars on different aspects of financial planning, such as insurance needs, new products that might be of interest to me, ways to save more of the money that I have and the benefits of different types of investments. Due to my medical conditions, I needed to retire early and through their guidance, my investments have not only provided my income for the last couple of years, I also have more money in my accounts than I did before I started. They have treated me as an individual and not as just a client. I feel that I have been getting personal attention to my needs, and not just a blanket plan that they give to everyone.
    - BOB R.
  • Provider name locked. is an amazing person. We feel fortunate to have him as our financial planner. He has a rigorous commitment to honesty and integrity. He tries to educate and inform, but without pressuring so that you can make the best decision about your finances. He respects your goals and ideas. Provider name locked. has worked hard to educate himself so that his clients get the best. I think that Provider name locked. manages our money as if he were managing it for his family. We have always felt nervous about entrusting our financial future to anyone. With Provider name locked. we have confidence that he will do his best to see that our financial future is the best it can be.
    - KAREN A.
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Financial Advisors in Portland

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