Fee based financial planner in Portland area?
Hey friends,
I've been on a quest to make connections with financial planners and have met a couple of good ones. I'm always on the lookout for folks I can confidently refer my clients to. With financial planners there always seems to be a bit of an underlying sale at stake. For some clients that's fine and they need those services, but for others who have substantial and diverse portfolios, they're really just looking for solid, third-party eyes to look things over.
Anyone have a good, experienced fee-based financial planner they can recommend?
Thanks!
Mathew
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Broker OR (#201206758)
- Keller Williams Realty Portland Central