Clarity Capital Management, LLC is an independent fee only financial planning and Investment Management firm located in Tigard, Oregon serving clients both locally around the Portland, Oregon metro area and across the nation through virtual planning relationships. Clarity Capital Management was founded to primarily help active young Gen X and Y professionals, families and businesses who want to achieve financial confidence and independence. As a fee only fiduciary, our clients best interests always come first.
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Scheller Financial Services (SFS) is a registered investment advisory firm. We offer a wide array of investments and products to help you successfully meet your financial goals. We specialize in retirement planning, estate planning and risk management. At SFS, we meet with you regularly to evaluate investment performance, update your overall financial objectives and if necessary, reallocate your portfolio. We also provide a comprehensive review of your tax situation and incorporate any new tax law changes into your portfolio. Our goal is to provide excellent customer service and communication. We offer educational events and seminars, monthly newsletters and quarterly reports to keep you informed on important topics. At Scheller Financial Services, your future comes first!
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Making Life A Richer Experience McGee Wealth Management has been serving the Portland Metro area since 1990. We take the approach that money is a vehicle to get you and your loved ones where you want to go. Our professional advisory, brokerage and special services will help get you there. We provide you with:- cash-flow planning- education planning- retirement planning- life-event planning- insurance evaluation- privately managed portfoliosWhether you want to plan for the immediate or long-term future, we'll be here to offer our expertise, experience and advice.Call us today!
The advisor listed is an Ameriprise financial advisor in Portland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. How will you be brilliant? I can help.I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
Aegis Financial Advisory is a wealth manager advising clients in all areas of their financial life and guiding them through life's many transitions, both expected and surprise. As a Fee-Only advisor, our only compensation is the fee you pay us and our only loyalty is to you. Our approach is comprehensive and reflects our belief that financial planning is a process and not a one-time event. All of our work with you will be centered on your priorities, not ours, and our success will be measured by how well you achieve and maintain the life you deserve.
AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products - so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. We work with clients virtually throughout the world. We often travel to visit non-local clients. Many of our clients are interested in Sustainable, Responsible, Impact Investing.
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
