FINANCIAL RESOURCES: Personal and Professional

PiggybankWith any investment or business endeavor, there’s a bit of due diligence to perform prior to making a move. Whether it’s real estate, stocks, funds, or insurance that you are seeking, I  have found these sources to be helpful and insightful. The companies represented are locally owned and operated, and one is even a “B Corporation.” For a more specific, qualified referral, feel free to contact me for more information.

Brian Setzler, 503-367-5631
Brian Setzler, CPA, MBA, Business Advisor, 503-367-5631
Charles Carroll, 503-621-2039
Charles Carroll, Fee-only Financial Planner, 503-621-2039
Jared Gardner & Tony Kriz, 503-282-5626
Jared Gardner & Tony Kriz, Financial Coaching & Real Estate Financing,  503-282-5626
Mark Strauss, Insurance Broker, 503-922-4847
Mark Strauss, Portland, Oregon Insurance Agent & Broker, 503-922-4847

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.

November 1, 2009 · Filed Under resources

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