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McDonald Jacobs, PC
- Financial Planner, Accountant
- 520 SW Yamhill St
Ste 500 Portland, OR 97204
Referral from
Aug 01, 2017
magenta_placenta:
Can anyone recommend a good tax advisor downtown for an inheritance situation? I work near Pioneer Courthouse Square area so would like...
PassiveActivity:
For downtown, I'd recommend one of two places to go: * [Maginnis &... Roberta Weinste
- Financial Planner
- Portland, OR
Referral from
Jul 11, 2016
Paul V.:
Can anyone recommend a fee only financial planner in the area? Preferably someone familiar with PERS.
Nadine L.:
Yes - Roberta Weinstein. Here is a link to her facebook page: https://www.facebook.com/robertaweinstein Pride Financial Partners
- Financial Planner
- 4759 NE Fremont St, Portland, OR 97213, USA Portland, OR 97213
- Closed
Referral from
Jan 26, 2014
Trish B.:
Can anyone recommend a financial planner in PDX?
Ryan W.:
Thanks Kathryn! Trish, if interested, please give us a call and or check out our website. We'd love to work with you! 503-828-9447... Pederson, David
Referral from
Dec 29, 2014
Kayoko M.:
Who is your favorite no-jokes-about-it financial planner? Any affordable ones to recommend?
Roxanne J.:
They are not in our neighborhood, but I have been with Financial reserve for about 20 years, and have referred many people to them over... Mariner Wealth Advisors
- Financial Planner
- 1050 SW 6th Avenue, Suite 1100 - Office 38 Portland, OR 97204
Referral from July 11, 2016
Paul V. asked:
Can anyone recommend a fee only financial planner in the area? Preferably someone familiar with PERS.
Tamara M. replied:
Luna Jaffe?
Colette C. replied:
Andrew Clark with Ameriprise down on Macadam https://www.ameripriseadvisors.com/andrew.p.clark/?cid=IP_local_google
Donette M. replied:
Christopher Hall with Ameriprise in LO. Not sure about PERS experience.
Referral from October 26, 2015
Lacey F. asked:
Anyone have a good referral for a financial planner/advisor in the Portland area?
Craig B. replied:
Jeff Robbins and Bryan Briand with Broad River Investments. They work with many real estate brokers and other professionals. Please let them know I referred you. 503-207-4550
Referral from August 8, 2016
Ashley G. asked:
We are looking for a financial planner! Any recommendations? Thanks!
Dale M. replied:
My friend Cameron Hackett can help. He is just finishing seminary while alsobtaking over for his fathers financial planning business. Good guy and trustworthy
Dale M. replied:
Email: Cameron@hackettadvising.com
Referral from January 25, 2014
Diane N. asked:
Still looking for a reference for a financial planner who doesn't sell financial products and has lots of experience with real estate investing strategies. Anyone have...
Referral from January 5, 2017
Casey D. asked:
Hey DOH! Do any of you know a great financial planner (OR are you one yourself)? I'm looking for someone down-to-earth and with a holistic attitude about money and...
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