Financial Planners in Portland

“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.“

“This firm is so accessible in their approach, nothing stuffy or high-pressure, yet very informed and sober in their advising. They really do the work to stay connected with you over time but I'm not pressed when not further along with all the recommendations in the financial plan drafted for us. It's low pressure but the high touch keeps us invested in the long game for our portfolio and the relationship. We really enjoy this team and look forward to growing with them across our life and taking advantage of all they have to offer. It's also a team that reflects a wide swath of life - parents, non-parents, women, men - I'm sure that helps round out their approach and relatability.“

““

““

“Came here on the weekend. Quiet and we visited Deloitte. Businesses listed here are: ARKE Management BKF Engineers Brightworks Sustainability Deloitte Greystar Hathaway Larson M Financial Group M Benefit Solutions WE Communications Secured building. Very nice and clean building“