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8AM - 5PM
9900 SW Greenburg Rd #210, Tigard9AM - 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.“
8AM - 8PM
29030 SW Town Center Loop E Suite 202-251, Wilsonville“It is impossible to put into words the incredible work that Craig does with his financial planning practice. He is unbelievably knowledgable and straightforward in his work, which is beyond useful when it comes to the complex world of financial planning.He will also advocate for you on your behalf, and ensure that whatever path you choose to go down is the best choice for you.As small business owners, my fiance/business partner and I wanted to really get our financial life under control. Craig has done a stellar job with that, and we plan to maintain this professional relationship for a long time to come :-)“
“Thank you Jaime Prado for assisting me with my account, thank you very much, you are the best customer service at westlake financial services.“
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!“
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