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BEST RATED PORTLAND, OR FINANCIAL SERVICES

3 Best Financial Services in Portland, OR

Expert-recommended Top 3 Financial Services in Portland, Oregon. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Bridgetown Wealth Management - Portland, OR Financial Services - Portrait
Bridgetown Wealth Management - Portland, OR Financial Services - Professional Portrait Image
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Best Financial Services in Portland OR - Bridgetown Wealth Management video
4+ YEARS IN TBR
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BRIDGETOWN WEALTH MANAGEMENT

(4.9 Score)
700 Northeast Multnomah Street, Suite 820,
Portland, OR 97232 Directions

Since 2017

Specialty:

✓ Financial Planning ✓ Investments ✓ Retirement Strategies ✓ Insurance and Annuities ✓ Estate Planning ✓ IRA Strategy ✓ Pension Planning ✓ Healthcare Planning

"Bridgetown Wealth Management help you identify and prioritize your goals and hopefully replace some of the uncertainty with knowledge and optimism for the future. Cole Mills, CFP®, is the founder of Bridgetown Wealth Management. Their team of Advisors have over 60 years of experience in this field. They strongly believe that by utilizing a team approach, they are better equipped to provide the best service to your accounts and financial planning needs. Their team has skilled members in portfolio construction, asset research, financial planning, annuity and insurance knowledge and products, marketing and events, all while providing the most exceptional client service.

2026 Update: Bridgetown Wealth Management team offers many tools to help pursue your financial goals, while developing a customized financial plan, as they walk you through their unique planning process."

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License CRD #6413

Contact:

(503) 280-7155

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm Sat & Sun: Closed

TBR® Inspection Report:

Somerset Wealth Strategies - Portland, OR Financial Services - Portrait
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SOMERSET WEALTH STRATEGIES

(4.8 Score)
4600 S Kelly Ave,
Portland, OR 97239 Directions

Since 1997

Specialty:

✓ Retirement Planning ✓ Tax-efficient Strategies ✓ Business Succession Planning ✓ Income Tax Planning ✓ Charitable Planning ✓ Asset Protection Planning ✓ Investment Management ✓ Life Insurance and Annuities ✓ Estate Planning

"Somerset Wealth Strategies seeks to help clients feel confident in their financial futures to help them live out their dream retirements. They treat their clients like family and vow to only recommend financial strategies that they would suggest to their own families. As a team, they work closely with your other qualified professionals to create a custom plan centered around your goals rather than a cut-and-paste version of someone else’s plan. They believe looking at the whole picture and addressing the overall plan, rather than focusing on each singular issue, is critical to making the plan work for you. Somerset Wealth Strategies can review these documents with your estate attorney to ensure the documents accurately and effectively reflect your financial goals.

2026 Update: Thomas B. Hamlin is Founder and Chief Executive Officer of Somerset Wealth Strategies. He has more than 35 years of experience and holds series 7, 24, 14, 63, 65 and Life & Disability Insurance credentials."

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License #93672195

Contact:

(503) 595-1333

Mon- Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Cedar Creek Financial Group - Portland, OR Financial Services - Portrait
Cedar Creek Financial Group - Portland, OR Financial Services - Company Logo
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CEDAR CREEK FINANCIAL GROUP

(4.7 Score)
4800 South Macadam Avenue, Suite 307,
Portland, OR 97239 Directions

Since 2012

Specialty:

✓ Wealth Management ✓ Risk Assessment ✓ Financial Planning ✓ Savings Strategies ✓ Retirement Planning ✓ Debt Strategies ✓ Investment Strategies ✓ Risk Management ✓ Insurance Planning ✓ Budgeting and Debt Management Strategies ✓ Debt Assessment

"Cedar Creek Financial Group is here to help create strategies designed for life’s many changing events. Mitchal DeGandi is the founder of Cedar Creek Financial Group. After earning his Bachelor’s degree from Linfield College in 2012, he started his career in the Financial Services Industry. Mitch 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 always knew that he would eventually start a company that not only aligned with his values but allowed him to educate and help others. His true passion is guiding his clients through many of life’s difficult financial decisions, then providing ongoing value to truly make a positive and meaningful impact.

2026 Update: Cedar Creek Financial Group offers a full range of investment and financial services and has access to a wide array of solutions. They are backed by years of industry experience, and with access to a network of provider resources, their firm is well-equipped to guide you through a complex, changing world of risk and opportunity."

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License CRD #6113145

Contact:

(503) 270-3701 (503) 270-3700

Mon-Fri: 7:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BRIDGETOWN WEALTH MANAGEMENT REVIEWS

Bridgetown Wealth is a godsend. As a Kaiser retiree I needed help deciphering my benefits and how best to take advantage of them. Not being savvy about investing (and having a less than satisfying experience elsewhere), I was hesitant to trust anyone until I met the team at Bridgetown Wealth. They are fully knowledgeable of Kaiser plans as well as investing in general. Associate Logan Choisnet walked me through my plan and investment options, explaining everything in a way I could understand. Both Logan and his executive assistant Ariel Gray are always happy to answer questions and help me at anytime. They are easily reachable, cordial yet professional and a joy to work with (and my portfolio is growing!) I am so happy and relieved that they are both working on my behalf. I highly recommend them and this company. You won't be disappointed. Thank you all so much Bridgetown Wealth.

We weren't actively looking for a financial advisor but then we met Cole. I worked with him on a board and saw firsthand how hard he worked for the nonprofit we served and what a committed and generous community member he is. He grew up in Portland, in the Kenton neighborhood--he has family and roots here. That was enough for my husband and me. We trust Cole and enjoy working with him. What a relief it is to have our financial health in the hands of Cole and Bridgetown.

Highly focused on client services, excellent communication, and following through on action items is outstanding. When financial planning for long-term, we like to assume market returns are lower than expected and assume expenses are higher than expected - this is consistent with Jacob's approach.

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SOMERSET WEALTH STRATEGIES REVIEWS

Tom Hamlin of Somerset Wealth Strategies has been my financial advisor for all of my insurance-related investments since 2011. He is extremely knowledgeable about the full range of these offerings. Tom is always willing to spend lots of time with me, answering my questions and explaining the pros and cons of various investment approaches. I also like that Tom proactively calls me when he sees a "discontinuity" in the rates of certain investment products that he feels can be leveraged for greater returns. I would recommend Tom to anyone that wants to pursue a conservative investment strategy based on multiple types of insurance company financial products.

Tom Hamlin and his team have provided me with outstanding service and advice. Their guidance before and since my retirement has resulted in a substantial increase to my net worth. Tom is always accessible and thoroughly explains his recommended wealth strategies - and does so in real time to ensure his clients are given the full measure of available investment opportunities. Tom's staff, Meg and Porsch, are hyper-detail oriented and make sure that my submissions are complete and accurate.

Overall I had a very positive experience with Somerset Wealth Strategies and highly recommend them.

CEDAR CREEK FINANCIAL GROUP REVIEWS

I’ve worked with multiple financial advisors over the years, and none have come close to the level of knowledge, comprehension, and care that Mitch brings. He’s far more than just an investment advisor — he provides true financial planning and helps you think through real-life decisions that my other advisors have missed, what do I want to do with my money, whether to rent vs. own, how to think about buying a vacation home, or how to properly size life insurance. Mitch is very personable and transparent, and I never feel like I’m being sold to or given canned advice. Finally, I genuinely feel like my advisor is looking out for my best interests rather than trying to make money or blow smoke. I highly recommend Mitch if you are considering looking for a responsible partner for financial advice. Thanks Mitch.

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.

TBR® Inspection Score Report

BRIDGETOWN WEALTH MANAGEMENT Total Inspection Points: 117/120
Complete Info: 8
Experience: 9
Business Images: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SOMERSET WEALTH STRATEGIES Total Inspection Points: 114/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CEDAR CREEK FINANCIAL GROUP Total Inspection Points: 113/120
Acknowledgments: 8
Complete Info: 8
Business Images: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Standard: 10