Oregon

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Money / Financial Coach 1
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Claudia Porter Purse Strings
Financial Advisor and Financial Planner
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Claudia Porter, CFP®
Financial Advisor, Financial Reserve, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Having gone through a huge life transition myself with 4 children, I love sharing what I have learned with other women and help them take Read more...
SPECIALTIES
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
LOCATION
12725 SW 66th Ave
Portland
Oregon
97223
United States
SERVING:
All 50 States
Virtual Appointments Available
Matt Vogel
Mortgage Lender
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Matt Vogel
Loan Consultant, Loan Depot
OVERVIEW OF SERVICES
Asset Management, Budgeting, Debt Consolidation, Divorce Mortgage Planning, Downsizing and Relocating, Investing, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
As a father of three Daughters, helping women Thrive is a passion of mine. Listening, compassion and understanding are important keys to me. Real estate Read more...
SPECIALTIES
  • Lending Programs
LOCATION
44 NW Irving Ave
Bend
Oregon
97701
United States
SERVING:
CA, CO, ID, OR, TX, WA
Virtual Appointments Available
Linda Lingo
Money / Financial Coach
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Linda Lingo
Financial Coach, Linda Lingo, Financial Coach
OVERVIEW OF SERVICES
Budgeting, Investing, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I educate women to achieve financial freedom. Financial health and emotional wealth empower women for a successful, stress-free approach to money. Through inspiration and education, Read more...
SPECIALTIES
  • Divorce Financials
  • Financial
  • Legacy Planning
  • Money Mindsets
  • Socially Conscious Investing
LOCATION
2388 Imperial Dr NW
Albany
Oregon
97321
United States
SERVING:
All 50 States
Virtual Appointments Available
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