Portland Real Estate Forum
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by
1031 Exchanges
presented by
Real Estate Classifieds
Reviews & Feedback
Updated over 6 years ago,
Fee based financial planner in Portland area?
Hey friends,
I've been on a quest to make connections with financial planners and have met a couple of good ones. I'm always on the lookout for folks I can confidently refer my clients to. With financial planners there always seems to be a bit of an underlying sale at stake. For some clients that's fine and they need those services, but for others who have substantial and diverse portfolios, they're really just looking for solid, third-party eyes to look things over.
Anyone have a good, experienced fee-based financial planner they can recommend?
Thanks!
Mathew