Local Financial Resources in Portland, Oregon

New Outlook Financial is a Portland, Oregon based investment advisory firm offering fee-only financial planning and investment advice for individuals, families and small business people, many of whom are interested in integrating their finances with their values. Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest.

Format Solutions is a local business specializing in providing individuals with unprecedented control over their retirement assets and investment options.  If you’re frustrated with the lack of control, volatile performance, and ongoing expenses of your current investment portfolio, they can create a Limited Liability Company within your IRA that allows for full checkbook control of your retirement funds and a nearly limitless investment selection.

Mark Strauss of Leonard Adams Company: An independent insurance agent. Mark works with financially stable and preferred independent Northwest insurance companies such as: Oregon Mutual, Liberty Northwest, Mutual of Enumclaw, Safeco Insurance and National insurance companies such as: Chubb Insurance, Fireman’s Fund Insurance, One Beacon Insurance, Philadelphia Insurance, Travelers Insurance and many more. Mark has thought about the long-term implications of the businesses, homes and vehicles he insures. He’s dedicated to taking the time to spend a little extra money to reduce my environmental footprint as much as possible both in his personal and professional life because he believes that businesses need to be progressive and add environmental and social achievements to their measures of success.

More resources for local and socially responsible financial options

• Oregon Banks Local (for more information on local credit unions and community banks)
• Credit card options and reviews

This is a sampler to get you started. The River PDX strives to provide local and socially responsible resources that can help you align more aspects of your life with your values. If you’d like to know more about how investing in Portland real estate could fit into your long-term investment goals, we’d love the opportunity to explore that with you. Contact us to discuss how our real estate services could facilitate and enrich how you invest.

As a Mixed-Use Real Estate Site in Portland, Oregon, TheRiverPDX.com strives to be a holistic resource base, so I hope you find these service providers to be helpful and insightful as they have demonstrated to me and my past clients. This resource is not static, so please contact us if you have suggestions, feedback, or questions. Thank you for considering these valuable local resources.