3 Best Financial Services in Portland, OR

“Bridgetown Wealth Management can 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 collectively boasts over 60 years of industry experience. 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 currently has members specializing in portfolio construction, asset research, financial planning, annuity and insurance knowledge and products, marketing and events, all while providing the most exceptional client service.”

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“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.”

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“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.”

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