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.
111 SW 5th Ave #2650, Portland, OR 97204, USA
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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.
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.
