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8AM - 5PM
14780 SW Osprey Dr #320, Beaverton
Financial Planners
Financial Planners
“My wife and I have been working with AWM over 18 years and have been very satisfied with their professionalism, knowledge, and attention to our household's needs. There is never any pressure to buy or sell anything, and they review our portfolio/holdings with us at least annually or more often when requested. They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opportunity.All the staff are great to work with. But, be sure they fit your investing philosophy; AWM isn't a "buy this great new idea every day" brokerage. As an independent advisor with a fiduciary responsibility to the client, they cannot do anything that is not in your best interest, and they work on your time horizon.“
8AM - 5PM
5 Centerpointe Dr, Lake Oswego“I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad.Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients.“
9AM - 4PM
525 3rd St Suite 200, Lake Oswego“Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assistant Mary. Cannot recommend this team high enough! We are very pleased and doing better than ever under Damon's excellent advice, guidance and skills.“
“Thank you Jaime Prado for assisting me with my account, thank you very much, you are the best customer service at westlake financial services.“
“Thank you Gary & Susan for beating the S&P 500 with our portfolio. Awesome job guys“
9AM - 4:30PM
1111 Main St #630, Vancouver“Working with Taylor and Kailie gave my wife and I the peace of mind that with a financial plan in place, we could achieve our long-term goals. As simple as it sounds, their patience, active listening, professionalism, and thoughtfulness in putting together a financial plan proved just what we needed to stay focused on getting to where we want to be. I'd recommend their services, especially to young couples still imagining what the future could have in store.“
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