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Investment Property Advisors Inc
Financial Planner in PORTLAND OR
Areas of Expertise | financial planning | investment management | wealth management | tax planning | accounting services | charitable giving | college funding |
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Address
10260 SW Greenburg Rd Ste 400
PORTLAND, OR
97223 -
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Map/Directions
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About
Evergreen Financial Advisors, Inc Evergreen uses the research of Dimensional Fund Advisors Inc, applying academic research to the practical world of investing. Commitment to service Evergreen is committed to providing continuous service to our clients: regular meetings, high quality performance and portfolio reporting, and efficient portfolio rebalancing and management. Nelson Rutherford, CPA/PFS, CFP , is president of Evergreen Financial Advisors and the managing partner of the CPA firm Alten Sakai & Company, LLP. He has worked in the areas of individual tax planning and preparation, retirement plan design and consulting, and personal financial planning since 197
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I've been doing this for 20 years
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Hours of Operation
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed