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.

09/08/2026

Meet the “Everywhere Millionaires” proving that elite degrees aren’t a prerequisite for building massive wealth.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

09/06/2026

Growth is holding up despite renewed tensions over trade, geopolitics and bond markets, though the AI boom’s outsize role is a growing concern.

09/04/2026

Retirees can benefit as AI expands into healthcare and other areas. What to know, from managing your health to your portfolio.

09/03/2026

Explore decision-making books that offer practical frameworks, psychological insights, and strategies for making smarter choices every day.

09/02/2026

For this week’s Advisor Big Q, Barron's asked for the takeaways financial professionals are sharing with clients.

09/01/2026

The Social Security Administration projects that payroll taxes will only be able to fund 78% of Social Security benefits by 2032. That could mean cuts to retirees’ monthly payments. A new analysis predicts which states could see the steepest drop.

08/31/2026

The largest number of Americans born in a single year arrived on campus in the autumn of 2025, and now a falloff is looming.

08/29/2026

A bargain is a bargain for millionaire Shark Tank star Kevin O’Leary—he still shops at Walmart for essentials like jeans, paper towels, and butter.

08/27/2026

AI investment is driving U.S. growth but creating financial fragility. Here is what investors should watch as valuations and infrastructure spending climb.

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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