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Closed today
1211 SW 5th Ave #2400, Portland“Andrew Lee is easy to work with. He planned out a decent investment strategy -- was able to meet in person at his Lake Oswego office.“
“If you looking for a financial adviser and want to actually feel safe, Cristian is the ONE you need!No one works for free, but some professionals overcharge... Not Christian! He is a reliable, truly carrying person! On top of it has long years of experience in this industry! I'm very glad that I meet him!“
“Jennifer is a financial genius with sophisticated emotional intelligence. She is one of the most important advisors in my world.“
“Donald Zabudsky is a wealth management expert. I have heard him speak numerous times about Morgan Stanley's investment strategy and how he/they navigate the market. His firm has all of the financial tools you may need to create your desired nest egg. Give Don a call to learn more!“
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