Portland Financial Group

Portland Financial Group I am a financial professional who offers an array of insurance and investment products to assist in Phone 503-221-1211.

We started providing financial planning services in 1987 and now serve clients in many states. Our team places great value in establishing trust and demonstrating integrity during every client interaction. Expect access, attention to detail and strict confidentiality in every client engagement with our team. As a group we provide the foresight and education necessary to help clients grow and prese

rve financial wealth throughout their lifetime and beyond. We believe in creating straightforward financial plans that are easy to understand, implement and manage. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 5885 Meadows Road, Suite 850, Lake Oswego, OR 97035. Portland Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

06/03/2026

As companies rush to deploy AI chatbots for cost savings, a hidden erosion of brand trust is underway.

06/02/2026

Developer Asher Luzzatto has targeted Denver for a radical experiment in converting vacant commercial space into residential units.

06/01/2026

The most dangerous client inquiries often look attractive on the surface, but the real warning signs appear immediately in how they communicate and request access.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/30/2026

Global diversification can be a powerful wealth strategy, but without proper tax planning, foreign investments can trigger complex reporting rules and costly IRS penalties that catch many investors off guard.

05/29/2026

ClickUp CEO Zeb Evans said the company’s layoffs were part of an AI-focused restructuring.

05/28/2026

Getting a piece of AI powerhouses SpaceX, OpenAI, and Anthropic isn’t easy pre-IPO. It isn‘t impossible, though. Here’s how you do it.

05/26/2026

A former OpenAI robotics lead says engineers in their 30s aren't truly AI native. Caitlin Kalinowski said young engineers use AI from the ground up and solve faster than older peers. Tech leaders from Reddit to LinkedIn say AI-native graduates have a growing edge at work.

05/25/2026

Protein-heavy diets are booming just as cattle supplies hit near-record lows

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Address

5885 Meadows Road Suite 850
Lake Oswego, OR
97035

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15035429407

Website

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