3 Best Financial Services in Portland, OR

As a health care professional, it was very important to find an advisory team that understands our unique financial planning needs. Cole and the Bridgetown team have exceeded our expectations and delivered outstanding advice and support for several years now. Cole takes a truly holistic view of us and addresses not only our financial goals, but our career and family goals as well. He's become a highly valued advisor who is helping us navigate towards a successful retirement.

It’s been an absolute pleasure working with Phil Jasso and his team. As a mid-career healthcare professional, my financial needs have changed multiple times over the past couple of years. Phil makes sure that his understanding of my financial goals are up-to-date whenever I need to revise my plans. He is also well-connected in the Portland community, and he’s directed me to the right people when I asked him for a referral to various professional services. I also appreciate that he provides solid yet digestible explanations for each option on the table and that he encourages me to take time and ask questions until I feel comfortable to make the decision. Phil and Bridgetown Wealth Management have been a wonderful team to work 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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Interactive Wealth Advisors has managed both my and my mother’s portfolio for years now. Erik’s deep knowledge and savvy investment skills not only protected me from some steep losses over time, but grew my portfolio significantly. There is absolutely no way I could have done that on my own! Erik is an excellent listener and consummate communicator. He never dazzles with too much industry lingo; explains things in plain English so that you can make informed choices. All strategies are developed to align with YOUR goals. You’ll never be pressured into pre-made cookie cutter plans. And all of this with a fee-only structure? This is the way investing should be. You will not regret placing your trust in Erik and the team at Interactive Wealth Advisors.

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.

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.

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Dan Ruediger and his entire team of advisors are the best financial planners we have ever used. We used to use a different Ameriprise Financial advisor, but he was nothing more than an arrogant, condensing jerk. I believe AMPF may have terminated this individual. Dan Ruediger is just plain awesome.

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