Bridgetown Wealth Management

Financial Planners, Financial Advising

700 NE Multnomah St #820, Portland, OR 97232

Reviews for Bridgetown Wealth Management

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  • Sep 2025

    Bridgetown Wealth Management is a highly regarded financial services provider, with several of its advisors receiving praise from clients. Jacob Mills has been recognized for his exceptional performance in managing clients' retirement funds, having delivered consistently strong growth over nearly a decade. Phil Jasso and his team have also received acclamation for their work, with clients expressing satisfaction over more than 15 years of collaboration. They are appreciated for their reliability, accessibility, and knowledge, creating a comfortable and professional environment for clients. Cole Mills, another standout advisor, has been instrumental in helping retired healthcare professionals navigate their financial future. Cole's expertise and personal approach have earned him the trust of his clients, who highly recommend his services for the peace of mind he provides. Clients appreciate the team's full knowledge of Kaiser plans and investing in general. They find the advisors, such as Logan Choisnet, to be cordial yet professional, always happy to answer questions and help clients understand their options. Clients feel relieved and confident working with the Bridgetown Wealth team, who are described as a "godsend" and a "joy to work with." The advisors' responsiveness, competency, and ability to provide sage advice have allowed clients to pursue their retirement dreams with confidence.

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From Bridgetown Wealth Management

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC (finra.org/sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+

Map & Location

700 NE Multnomah St #820, Portland

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