Mission Statement: To be your collaborative Wealth Management & Financial Planning firm, using an educational approach to enhance the quality of your life. Providing a professional level of customer service and guidance, that will build strong, lasting relationships that will help simplify your financial affairs, allowing you to focus on those areas that give meaning and purpose to your life.
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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.
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Bridgetown Wealth Management assists individuals in achieving their financial goals, specializing in clients with portfolios exceeding $500,000
Your financial advisor in Portland will work with you to create tailored wealth management strategies. Find a financial advisor near you.
We help people focus their financial life on what is most important to them. Whether you are looking forward to retirement, worried about paying for college for your child, or wanting to buy a vacation home, we can help you find a way.
