Portland Financial Group

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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 preserve 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.

10/16/2026

The Trump administration and lenders say the adoption of a rival to FICO will drive down mortgage costs, but some raise alarms about underwriting risks.

10/15/2026

A recent SEC order sets in motion plans to bring stock tokens to the U.S.

10/14/2026

One of the easiest ways to create breathing room is to start with recurring bills, expenses you may be able to reduce without giving up the services you value.

10/13/2026

During retirement planning, many people underestimate how much they will pay for Medicare.

10/12/2026

Asking the right questions and listening to the answers can expose blind spots and turn your team's input into shared ownership.

10/10/2026

A government proposal would help fund managers sell alternative investments to a wider audience

10/08/2026

It’s often the stuff you haven’t even thought of that can create the biggest divisions for your family after you're gone.

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/07/2026

Downsizing in retirement can help simplify your lifestyle, lower expenses and even create extra income. In addition to moving to a smaller home, retirees may benefit from selling unused items, reducing financial accounts, and cutting unnecessary costs.

10/06/2026

Muse has been downloaded more than 3.4 million times and is topping app-store charts. After a week testing it out, Wall Street Journal tech writer Nicole Nguyen says she sees how Muse became a hit. And how much data it needs to do its job.

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

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