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Portland Financial Advisors, Inc.

12655 SW Center St., Suite 520
The Round Metro Area
Beaverton
OR 97005
Phone: (503) 684-6116

Category: Accountants
Website: http://www.pdxadvisors.com

Company representatives

Russell Francis, Owner

Russ Francis, President

About Portland Financial Advisors, Inc.

An Oregon Registered Investment Advisor providing fee-only financial planning, tax planning, and investment management services.


We offer a high level of personal attention that only an independent, locally-owned company can provide.

We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs. We care very deeply about our clients and offer you the same advice we would provide a member of our family.

As fee-only planners, we do not accept commissions for financial planning products or referral fees. Every decision we make is based on the interests of our clients without regard to compensation.


Products and Services

  • Wealth management
  • Financial planning
  • Investment management

Business categories

  • Financial Planning Consultants
  • Financial Advisory Services

Location Type

Headquarters


Revenue

$725,000 - $750,000


Employees

5 to 9


Years In Business

17


Rating

Browse U.S. states for Accountants



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