Financial Planners near West Linn

““

“Jake is fantastic, he is always willing to work with clients needs and answer any questions I have. Such a knowledgeable guy!“

“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.“

““

““

“BPG is a team I trust with my family and future, I love this group! Alex Roth is a stud and Jon Owens will take care of you.“

“Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assistant Mary. Cannot recommend this team high enough! We are very pleased and doing better than ever under Damon's excellent advice, guidance and skills.“

“Thank you Gary & Susan for beating the S&P 500 with our portfolio. Awesome job guys“

“Mike and I have been clients of Tradewinds for five years and are delighted with the professionalism, strategies and communications we have received in that time. This firm has an articulate, masterful leader at the helm (Christian) and a bright, energetic and responsive team around him (notably Paul). We truly feel part of a financial family and the timely, informative and personalized planning is unmatched in the industry. You need to look no further for your financial planning needs than this caring, competent and responsive team.“