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Edward Jones - Financial Advisor: Pat Darragh, CFP®
Proactive financial guidance for a confident Portland future.
5
Business
$$$
Est. 1922
Proactive financial guidance for a confident Portland future.
Edward Jones - Financial Advisor: Pat Darragh, CFP® offers financial planning and guidance in Portland from 111 SW 5th Ave #2650. Clients describe meetings as stress-reducing and optimistic, noting Pat's proactive, communicative approach. With knowledge, professionalism, and forward-thinking strategies, she helps clients feel secure about investing and planning for their financial future.
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Custom strategies for retirement, education, and wealth management tailored to individual goals.
Expert guidance on portfolio construction and asset allocation to optimize returns and manage risk.
Comprehensive plans to secure a comfortable and financially stable retirement.
Strategies for saving and investing for college or other educational expenses.
Advice on wills, trusts, and legacy planning to protect and transfer wealth effectively.
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Overall rating
Kelly Jackson
When is the last time you walked away from a meeting with your financial advisor feeling good and not stressed? I can honestly say, every meeting with Pat Darragh leaves me feeling optimistic about the future. I can't recommend Pat highly enough for her sound advice, she is proactive and communicative.
Jimmy Grieve
Emily Couture
After meeting with Pat, I would never trust my financial future with anyone else. Her knowledge, professionalism, and forward thinking really set her apart from the competition. I really felt at ease knowing that she is protecting my future. I highly recommend Pat for all of your investing and planning.
