Cascadia Wealth Management has been assisting individuals and businesses since 1999. Our firm is completely independent, so our loyalty belongs exclusively to our clients- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Investment advisory services are offered through either Cascadia Advisory Services, LLC or Cetera Advisors LLC, SEC Registered Investment Advisors. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Grace Blessing will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Beech Creek Financial Group is a full-services firm offering fee-based financial planning. We are an experienced team of financial advisors. Being an independent financial services firm allows us the freedom to advise our clients with objectivity and autonomy. You benefit from our ability to select from the financial instruments in the industry...not just from one single source.
Rolf Ellingsen, AIF, Voya Financial Advisors, Inc. offers services for your household: pension analysis, financial planning, investment management and insurance services, and for you business: We can provide a fully bundled (turn-key) plan or work with any third-party administrator. Our goal is to provide a simple, flexible and competitive solution. Our Retirement Plan Offerings: 401(k) Plans (with Roth, Safe Harbor, Match or Solo 401k), Profit-Sharing plans, Defined Benefit plans, 403(b) plans and 457 Deferred Compensation plans.
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Since 2017, I've been helping clients have a confident and peaceful relationship with money. I have a fiduciary duty to put your interests as the client first- I never accept commissions or sales incentives. I am passionate about making knowledge and financial success accessible for everyone, and am currently finishing my Accredited Financial Counselor certification. When I'm not coaching, I enjoy gardening, dancing salsa, teaching Chinese, and hiking in the beautiful Pacific Northwest.
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