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Financial Advisors in Portland, OR

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  • 1.

    Luna Jaffe

    • Portland, OR 60647
    9.4
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    Referral from Jan 25, 2014
     
    Business reviewer avatar
    Kris D.:
    Who knows of a great financial advisor. Looking for a good referral. Thanks!
    Business reviewer avatar
    Thanks Lucinda! My websites are lunajaffe.com and lunariafinancial.com
  • 2.

    The H Group Inc

    • 3395 SW Garden View Ave Portland, OR 97225-3547
    • Closed ⋅ Opens at 9:00AM
    9.4
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (503) 292-5853
    Referral from May 20, 2019
     
    Business reviewer avatar
    Smokey76:
    Financial advisor Anyone have a good recommend for a financial advisor in the Portland area?
    Business reviewer avatar
    Yes! Fred King at the H Group has taken very good care of us. http://www.thehgroup.com/
  • 3.

    Mortgage Trust, Inc.

    • 4386 SW Macadam Ave #401, Portland, OR 97239, USA
      Ste 401 Portland, OR 97239
    • Closed ⋅ Opens at 8:00AM
    9.1
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (503) 282-5626
    Referral from Nov 19, 2013
     
    Business reviewer avatar
    Patti J.:
    My cousin Teresa Elaine-Joyce Kooi is looking for recommendations for a local mortgage broker here in Oregon?! Any suggestions??
    Business reviewer avatar
    www.mortgage-trust.com
  • 4.

    Four Reasons, LLC

    • 3347 SE Belmont St Portland, OR 97214
    • Closed ⋅ Opens at 9:00AM
    9.0
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (971) 409-2189
    Referral from Apr 09, 2013
     
    Business reviewer avatar
    Liz M.:
    Does anyone have any suggestions for a good CPA that can help with taxes?
    Business reviewer avatar
    Stephanie Pinniger LTP. 971-409-2189. Reasonable and friendly.
  • 5.

    Guardian Life Insurance

    • 11850 SW 67th Ave Portland, OR 97223-8540
    • Closed
    8.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (503) 207-4550
    Referral from Oct 26, 2015
     
    Business reviewer avatar
    Lacey F.:
    Anyone have a good referral for a financial planner/advisor in the Portland area?
    Business reviewer avatar
    Jeff Robbins and Bryan Briand with Broad River Investments. They work with many real estate brokers and other professionals. Please...
  • 6.

    The Secure Retirement Group

    Claimed profile badge
    • 4380 S.W. Macadam Ave. Suite #540 Portland, OR 97239
    7.1
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (503) 229-4440
     
  • 7.

    MKG Financial Group, Inc.

    Claimed profile badge
    • 1500 SW 1st Ave Ste 1000 Portland, OR 97201
    7.0
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (503) 226-6700
     
  • 8.

    ShoeFitts Marketing

    Claimed profile badge
    • 1355 NW Everett St. #109 Portland, OR 97209
    6.9
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (503) 319-0543
     
  • Referral from July 2, 2013
    5.0
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  • Referral from July 8, 2014
    5.0
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  • Referral from January 25, 2014
    5.0
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  • Referral from September 30, 2014
    5.0
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  • Referral from July 27, 2015
    5.0
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  • Referral from March 29, 2013
    5.0
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  • Referral from November 18, 2015
    5.0
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  • Referral from May 20, 2019
    5.0
    Reddit reviewer avatar
  • Referral from September 17, 2013
    5.0
    Facebook reviewer avatar
  • Referral from May 8, 2013
    5.0
    Facebook reviewer avatar
  • Referral from October 13, 2013
    5.0
    Facebook reviewer avatar
  • Referral from November 7, 2014
    5.0
    Facebook reviewer avatar
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