Broker Check

Portland Office

5331 South Macadam Avenue

Suite 207
Portland, OR 97239

PERS

We provide PERS members with:

*No Cost Consultations

*PERS Education

*Asset Allocation/Diversification

*Enrollment & Education Seminars

*Financial Services including:

  • Mutual Funds
  • IRA's & Roth IRA's
  • Brokerage Accounts

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