Financial Planners near Lake Oswego

“We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!“

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“My wife and I have been clients of Cole and Bridgetown Wealth for over 12 years. He came highly recommended by others and we have not been disappointed. Cole is attentive to our goals and helped us prepare for our retirement, always making us feel comfortable about taking the next step in life. We feel very fortunate to have someone who communicates with us throughout the year and ensures that we are up to date on our financial plan.

In addition, Cole and his team helped us find other professionals for Medicare and estate planning guidance.

I highly recommend Bridgetown Wealth Management for anyone looking for professional and personal help in managing your retirement goals.“

“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.“

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“Jake is fantastic, he is always willing to work with clients needs and answer any questions I have. Such a knowledgeable guy!“

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“Convenient location, drive through service, ATM, and lobby service as well. Have always had great service and have been able to take care of my business when in the SE Hawthorne part of town.“

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“It is impossible to put into words the incredible work that Craig does with his financial planning practice. He is unbelievably knowledgable and straightforward in his work, which is beyond useful when it comes to the complex world of financial planning.He will also advocate for you on your behalf, and ensure that whatever path you choose to go down is the best choice for you.As small business owners, my fiance/business partner and I wanted to really get our financial life under control. Craig has done a stellar job with that, and we plan to maintain this professional relationship for a long time to come :-)“

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“BPG is a team I trust with my family and future, I love this group! Alex Roth is a stud and Jon Owens will take care of you.“

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