Independent Investment Advisors

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Financial Advising, Investing

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Virtual Consultations

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About the Business

Business owner information

Goran O.

Our firm is a Registered Investment Advisor located in Portland, working with clients in Oregon and Washington. Our primary focus is financial planning and financial advice, as well as investment portfolio management. Our mission is to provide the highest quality financial investment advice and to help our clients define and reach their goals. Along the way, we strive to reduce the complexities of financial investing and to provide transparency and investment education to our clients.…

Location & Hours

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Portland, OR 97229

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Mon	9:00 AM - 3:00 PM
Tue	9:00 AM - 3:00 PM
Wed	9:00 AM - 3:00 PM
Thu	9:00 AM - 3:00 PM
Fri	9:00 AM - 3:00 PM
Sat	Closed
Sun	Closed	Closed now

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Offers Military Discount

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