Edward Jones - Financial Advisor: Pat Darragh, CFP®

Interactive Wealth Advisors, Inc. in Portland, OR provides finance consulting and investment advisory services. Clients praise Erik for prompt replies and clear, option-based guidance that helps informed decisions. Reviews note strong, fee-only planning aimed at aligning strategies with personal goals, protecting against losses, and, at times, outperforming broader markets.

Somerset Wealth Strategies in Portland guides clients through investments and annuities with a focus on long-term relationships. Clients note generations of families trusting Tom Hamlin and his team, strong results, and attentive, professional service. Meagan Sinniger is highlighted as a dependable contact, and reviews praise expertise, clear communication, and retirement planning support.

Modernist Financial is a finance and consulting firm in Portland, Oregon, located at 707 SW Washington St #910. The firm provides financial guidance and consulting services. A 5/5 reviewer praised the team for offering helpful assistance and pointing clients in a great direction, underscoring a client-focused approach in Portland.

JGP Wealth Management, based at 1140 SW Washington St, Suite 640 in Portland, offers personalized financial planning and investment guidance through trusted advisors like Jake Withnell and Kevin Sanger. Clients praise expertise, customized plans, transparency, proactive communication, and a consistent, results-driven approach. The firm’s Fidelity partnership supports timely reporting and prudent asset management.

Willamette Financial Advisors, LLC (By Appointment Only) provides financial consulting services in Portland, Oregon. Located at 6650 SW Redwood Ln #310, it offers appointment-based guidance. Reviews highlight an incredible work ethic and reassure clients that their money is safe with the firm.