Ratings sourced from Google Business Profile · Last refreshed July 2026
Financial Advisors · Portland, OR
Top-rated financial advisor in Portland with a perfect 5.0-star rating from 7 reviews.
Listing data last updated May 11, 2026 · sourced from public Google Business Profile data
7 customer ratings on Google
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At 5.0★ from 7 ratings, Financial Investment Team rates about even with the 4.9★ average of the 6 nearest financial advisors we track in Portland.
Somerset Wealth Strategies
4600 S Kelly Ave, Portland, OR 97239, USA
Phillips and Company
521 SW 11th Ave #200, Portland, OR 97205, USA
Edward Jones - Financial Advisor: Pat Darragh, CFP®
111 SW 5th Ave #2650, Portland, OR 97204, USA
Deschutes Investment Consulting, LLC.
200 SW Market St #550, Portland, OR 97201, USA
Elevate Wealth Advisors
615 High St #100, Oregon City, OR 97045, USA
Lifelong Wealth Management
5 Centerpointe Dr, Lake Oswego, OR 97035, USA