3 Best Financial Services in Portland, OR

“Bridgetown Wealth Management is a leading financial planner in Portland, Oregon. Cole Mills is the founder and chairman of the firm. He earned his CFP® mark and is now a co-founder and President of Bridgetown Wealth Management. Since its founding in 2017, Bridgetown Wealth Management has proudly called Portland, Oregon, home. Their team of Advisors collectively boasts over 60 years of industry experience. Utilizing a team approach, they're better equipped to provide the best service to your accounts and financial planning needs. Their team currently has members specializing in portfolio construction, asset research, financial planning, annuity and insurance knowledge and products, marketing, and events while providing exceptional client service. When it comes to retirement planning, it can be scary when you're doing it by yourself. But you don't have to worry because the team at Bridgetown Wealth Management is there to help you. Together, they can help you identify and prioritize your goals and hopefully replace some uncertainty with knowledge and optimism for the future.

UNIQUE FACTS:
• Initial Meeting
• 30-days Follow-up Meeting.”

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“Cedar Creek Financial Group is a well-known financial planner in Portland, Oregon. Mitchal DeGandi founded the firm. He founded the firm in 2012. He earned a Bachelor's in Business Administration from Linfield College in 2012 and started his career in the Financial Services Industry. He focuses all his time and energy on his current and new clients while overseeing the day-to-day operations of Cedar Creek Financial Group. He and his team strive to connect with each client and satisfy their financial needs. Before they recommend any product or service, they ask questions and get a clear understanding of your financial goals and objectives. They then analyze your situation to identify gaps and provide suggestions to fill them in so you can choose the right strategies for you. After you're happy with what they suggest, they help you put your plan in motion and get the things you need to reach financial freedom. Since your money situation will change, they will keep working with you to ensure your plans still fit your goals.”

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“Interactive Wealth Advisors is a Fee-Only financial planning firm based in Portland, Oregon. They help their clients minimize their tax burden, build pre and post-retirement portfolios designed for income and growth, navigate the complexities of Social Security and Medicare, and show them how to pass a legacy down to their heirs and favorite charities. At Interactive Wealth Advisors, they are retirement and business exit planning specialists, focusing on the needs of your business while planning for a secure future. As National Association of Personal Financial Advisors (NAPFA) members, Interactive Wealth Advisors prioritize offering unbiased advice and comprehensive support across a wide spectrum of concerns, including investment management, retirement planning, and tax planning. Once they've helped define your goals and objectives, their investment management will be the engine that drives your plan.”

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