Here’s The Deal: 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.
3 Best Financial Services in Portland, OR
Expert recommended Top 3 Financial Services in Portland, Oregon. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 BRIDGETOWN WEALTH MANAGEMENT REVIEWS
Where do I begin? I was looking for a trusted financial advisor as I recently entered retirement after 40 years with Kaiser Permanente and was LUCKY enough to find Bridgetown Wealth Management and Phil Jasso. His online reviews told me a) he was great and b) many previous Kaiser retirees had also found him! Phil has helped me navigate my retirement venture with calm assurance and expertise.....with one introductory call I just knew I found someone I could rely on with confidence. I actually look FORWARD to phone calls with him and enjoy our camaraderie and chuckles! I found someone who doesn't intimidate and is willing to spend the time to make sure I understand all the investment in-and-outs. If you're looking for a financial advisor, look no further. He's your man! Thanks Phil
My husband and I, recently retired healthcare professionals, have been satisfied clients of Cole Mills and his team for several years. Having a trusted financial advisor was key and Cole has helped us navigate a financial roadmap for our future. Not only is Cole a super nice guy, he truly put our mind at ease about our future; we trust his expertise and recommendations. We highly recommend Cole and thank him for guiding us into our retirement years.
Phil Jasso and his team have done an amazing job with Phil Jasso and his team have done an amazing job with my portfolio. They are friendly, knowledgeable, reassuring, diligent and integrity driven. Let me add genuine and honorable. My situation was a little out of the ordinary and they handled it beautifully. I am most grateful to have found them and very happy to recommend this company with enthusiasm and confidence. Bonus - we have a few laughs, too.
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![Cedar Creek Financial Group Portland Financial Services Cedar Creek Financial Group Portland Financial Services](https://threebestrated.com/images/CedarCreekFinancialGroup-Portland-OR.jpeg)
Here’s The Deal: 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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Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 CEDAR CREEK FINANCIAL GROUP REVIEWS
I have been working with this company in assisting me with my financial planning and retirement needs for a few years now. My financial advisor Lucas has been incredibly professional, knowledgeable, and goes the extra mile to help me get paperwork completed, understand with confidence the investment options I am selecting work for my family needs and future goals. He has been very timely in responding to calls and emails and is both kind and well informed. I HIGHLY recommend this company to manage your wealth and plan for your future.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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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$0 to $499,999 - 1.25%
$500,000 to $1.0 million - 1.00%
Next $2.0 million - 0.75%
Next $2.0 million - 0.55%
Above $5.0 million - 0.45%
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 INTERACTIVE WEALTH ADVISORS, INC. REVIEWS
I randomly requested a consult and Chris Winn got on a call with me which was supposed to be for 15 minutes with no charge. We are not able to work with him at this point but wow, he was so helpful! He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year. He also gave me an excellent reference with someone that I have an appointment next week with. Chris did not have to spend this much time with me (with no charge) and offer me such great info but he did, he was kind and patient and seems genuinely interested. I am no advising to try to get free info but I do want to share that Chris seems to really have a heart for helping others. I'm glad I got to chat with him and maybe one day in the future I will work with him. Thank, Chris.
We have been with IWA for nearly a decade, I cannot recall a time when we were unhappy or wanting to leave. Erik is always great to deal with, whenever there is a question we can always count on a prompt reply. When we need to make a decision he always gives plenty of time and lays out all of our options. While our portfolio is not always increasing we seem to always be doing better than the markets as a whole. I would highly recommend IWA as financial planners.
Switching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.