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Resource Financial Planning
Financial Planner in PORTLAND OR
Areas of Expertise | life insurance | health insurance | disability insurance | auto insurance | home insurance | annuities | long term care |
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Address
9115 SW Oleson Rd Ste 303
PORTLAND, OR
97223 -
Contact
tel (503) 245-3110
fax (503) 244-7452
contactus@resourcefinancial.com -
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Online
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Map/Directions
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About
Resource Financial Planning, Inc. is a team of financial advisors who are dedicated to helping families and individuals achieve their financial dreams.At Resource we help people consolidate, coordinate and simplify. Many of our clients lead hectic and demanding lives and haven't the time or inclination to organize and manage their financial matters and investment portfolios. They have come to us with 401(k)s, IRAs and other accounts that have been randomly established without a coordinated strategy. Some have changed jobs and don't know what to do with their existing retirement accounts. Other people want to know if they are on track to retire with the lifestyle they desir
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I've been doing this for 42 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed