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“Thank you Gary & Susan for beating the S&P 500 with our portfolio. Awesome job guys“
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.“
8:30AM - 5PM
10151 SE Sunnyside Rd Suite 460, Clackamas“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.“
8:30AM - 4:30PM
1800 Blankenship Rd suite 300, West Linn“Jake is fantastic, he is always willing to work with clients needs and answer any questions I have. Such a knowledgeable guy!“
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.“
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