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8AM - 4PM
1969 Willamette Falls Dr Suite 200, West Linn8:30AM - 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!“
8:30AM - 5PM
5 Centerpointe Dr, Lake Oswego“We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!“
“Thank you Gary & Susan for beating the S&P 500 with our portfolio. Awesome job guys“
Closed today
10151 SE Sunnyside Rd Suite 460, Clackamas“BPG is a team I trust with my family and future, I love this group! Alex Roth is a stud and Jon Owens will take care of you.“
9AM - 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.“
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