Broker Check

151 SE 223rd Ave. Gresham, OR 97030



Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Shred Event

Shred Event

Our third annual shred event has been rescheduled. It will now be 9:00am - 1:00pm on Saturday, July 11th. Please RSVP by emailing or calling us at 503-666-7909.

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