Financial Planners near Portland

“Vincenzo was a pleasure to work with! Communication never an issue, he always responded quickly to questions and any concerns. Vincenzo made the complexities of financial planning seamless! I highly recommend giving him a call.“

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

“Carl is very professional and brings tremendous value to our financial planning needs. He is very responsive whenever we call him for advice.“

“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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“Kevin Shilling is an exceptional financial advisor who consistently provides reliable advice, guidance, and insight that you can bank on!“

“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!“

“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.“