Financial Planners near Portland

“Smart, thorough, available and straightforward. We’ve been with PFPG for 15+ years and are totally pleased.“

“Matthew and his team are complete professionals. They make managing my retirement portfolio easy and efficient. At the same time they do so with a personal touch that makes you feel like your objectives matter. A big thank you to them.“

“From our very first conversation, Jason took the time to really listen and understand my goals and concerns. He explained everything clearly and laid out all of my options, guiding me through the process. He’s not only extremely knowledgeable, but he also genuinely cares about his clients’ long term success and peace of mind.

If you’re looking for a financial advisor who is professional, approachable, and truly invested in helping you build a strong future, I highly recommend Jason.“

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“Michael has been very professional in all our meetings and has given me very good advice over the years. He's very good at responding to my inquiries and processing any transactions I request promptly. I highly recommend him!“

“Very prepared, informed, and able to speak about our investments and give advice for our future investments.“

“Amber is highly competent and genuine in her care for her clients. She makes a point of being available and willing to help with any questions or concerns and presents options to improve your life situation. Highly recommended!“

“John and his team are the best. They make suggestions but never make us feel like we have no say. The team works with us and are very considerate of our many questions and concerns. They are always available. They are very knowledgeable and on top of things. If not for John, we would not have even thought of retiring at 57 and 60....but we did! John and his team have no control over the stock market but do whatever they can to best protect our money.“

“Dave / Cara,
Thank you both very much for keeping us straight ! I appreciate your patience and your professionalism. Thanks, Jack“