Bridgetown Wealth Management

Financial Planners, Financial Advising

700 NE Multnomah St #820, Portland, OR 97232

Reviews for Bridgetown Wealth Management

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  • Aug 2024

    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. He is commended for his impact on clients' financial well-being and is recommended for his services. 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.

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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+

Bridgetown Wealth Management

700 NE Multnomah St #820, Portland

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