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Portland

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Financial Advisor 1
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Financial Planner 1
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Financial Analyst 1
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Claudia Porter
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
STATES SERVED:
All 50 States
Virtual Appointments Available
Elisa Canum
Financial Analyst
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Elisa Canum
Vice President of Business Development and Investor Success, The Peak Group
OVERVIEW OF SERVICES
Real Estate Investing
SPECIALTIES
  • Business Valuation
  • Commercial Real Estate
LOCATION
.
Portland
Oregon
.
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
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