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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
Portland
Oregon
97223
United States
SERVING:
All 50 States
Virtual Appointments Available
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
Bend
Oregon
97701
United States
SERVING:
CA, CO, ID, OR, TX, WA
Virtual Appointments Available
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
Albany
Oregon
97321
United States
SERVING:
All 50 States
Virtual Appointments Available