Financial planning for people who hate financial planning. We are fiduciaries and fee-only. We help our clients with: Retirement Planning, Home Buying, RSUs/Stock Options. Student Loan Debt, Credit Card Debt, Life Insurance.
Website: lulafinancial.com
Phone: (305) 204-6853
Cross Streets: Near the intersection of NW Raleigh St and NW 22nd Ave
Open now
- Fri 10:00 AM - 5:00 PM
2175 NW Raleigh St Portland, OR 97210 ·2290.68 mi
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Reviews
yelpThis review is only for the initial call. I researched a lot of different financial advisors and they were all pretty much the same. The difference between Lula Financial and the others I talked...
MoreI reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed to understand the best way to save for retirement. They did a nice job explaining the difference...
Morestarting from the irreverent tenor of the website to the great interactions and advice that i've received from amie, everything about my relationship with lula has been fantastic. i don't like...
MoreI met with Benjamin for a brief consult on my investment choices and retirement goals. I've been very financially conservative and have little interest in research to be sure I'm making the most...
MoreI met with Benjamin to discuss some ambitious financial goals. After sharing my goals, Benjamin asked follow up questions to better understand where I am at now before providing guidance. After...
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