Bridgetown Wealth Management is a Well-known Financial planner in Portland, Oregon. Their investment team implements investment strategies that enable clients to benefit from diversified and reliable investment portfolios that align with their long-term goals and objectives. With a broad range of financial products and services, they cater to both individuals and business owners. The team of Advisors at Bridgetown Wealth Management collectively possesses more than 60 years of experience in the industry. They strongly believe in the power of a collaborative approach, as it equips them to deliver optimal service for your accounts and financial planning requirements. The team consists of specialists in portfolio construction, asset research, financial planning, annuities, insurance knowledge, product expertise, marketing, and events, all while ensuring exceptional client service.
Best Financial Services in Portland
Handpicked 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 REVIEWS
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 is a Fee-Only financial planning firm based in Portland, Oregon, that extends its services to the city and its surrounding areas. Their specialization lies in providing objective financial planning assistance, enabling clients to build, manage, grow, and safeguard their assets throughout life's various transitions. As members of the National Association of Personal Financial Advisors (NAPFA), Interactive Wealth Advisors prioritize offering unbiased advice and comprehensive support across a wide spectrum of concerns, including investment management, retirement planning, and tax planning. Furthermore, their unwavering dedication revolves around helping clients attain financial freedom. Their approach is founded on the latest tactical asset allocation strategies and research on market efficiency and equilibrium. They diligently strive to identify the most cost-effective investment solutions that align with your specific goals.
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INTERACTIVE WEALTH ADVISORS, INC. REVIEWS
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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Daniel J Ruediger is a Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, situated in Portland, Oregon. Operating as a financial advisor for Ameriprise, Daniel J Ruediger serves clients in the Portland, OR area, prioritizing a comprehensive understanding of their unique circumstances and aspirations, while also keeping a keen eye on the ever-changing market dynamics. With a focus on fostering confidence in the future, Daniel J Ruediger guides clients through a carefully charted course, especially when the path ahead appears lengthy and uncertain. Their dedicated support enables clients to maintain present-day focus, ultimately paving the way for the achievement of their future goals. Please note that the presented comments have not been verified, may not be entirely accurate, and do not necessarily reflect their clients' experiences.
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DANIEL J RUEDIGER - AMERIPRISE FINANCIAL SERVICES, LLC REVIEWS
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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