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Cascadia Wealth Management
Financial Planner in PORTLAND OR
Areas of Expertise | wealth management |
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Address
8050 SW Pfaffle St Ste 100
PORTLAND, OR
97223 -
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Online
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Map/Directions
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About
Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 23 Financial Advisors with an average 14 years of experience. Many hold various professional designations and in addition to being qualified representatives, and are licensed to sell a variety of investment and insurance products. 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 finance
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I've been doing this for 26 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed