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 was very knowledgeable and helpful. We look forward to working with him in the future.“

“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.“

“After our experience with Banker’s Life with our health insurance, we decided to meet with Mike Secord regarding our retirement investments. We were very impressed with Michael’s knowledge so we moved our retirement funds to Banker’s Life. We have been with Michael now for several years and trust him completely. Michael has also assisted us with our Living Trust. Thanks Mike for assisting us with all our needs…“

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

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“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.“