Best Rated Sponsor
Fortis Planning, LLC

ADDRESS: 1235 NE Division St, Gresham, OR 97030, United States
NUMBER: +1 503-308-7767
SERVICES: Estate Planning, Estate Planning Education and Estate Planning Training
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I are super happy with Chris Moore’s assistance in putting together our Trust. He did a great job and we now feel our life investments are safe and secure for us and our family. Very comforting! – Tom Sparks
REVIEW #2 – Chris Moore is truly a gem of a human and the utmost professional! I’ve know and worked professionally with Chris for several years now and have come to expect him to always go above and beyond! – Sean Fletcher
REVIEW #3 – Chris was a tremendous blessing to us in helping prepare our family estate and retirement needs. He answered all our questions and put us on a confident foundation for the future. Thanks Chris for helping us have greater financial peace. – Travis Maley
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Catalyst Financial NW
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ADDRESS: 1733 E Powell Blvd UNIT 104, Gresham, OR 97030, United States
NUMBER: +1 503-661-9010
SERVICES: Insurance annuity investment advisement, Tax planning, Wealth management, Financial Guidance, Investment Advisor, Portfolio Management, Retirement Planning
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Catalyst is a complete solution for our company. Aaron & David are great to work with! – DJ Van Zanten
REVIEW #2 – I recommend them to my own family and have used them several years now. They do a great job calculating plans to meet your goals. – Matthew Roach
REVIEW #3 – Aaron, David and staff are courteous, knowledgeable, and very helpful. Highly recommend. – VIPM Clinic
REVIEW #4 – Aaron and David are solid in their knowledge and advise. My investment has been very successful over the years! I trust them completely! – Carri Garvey
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Edward Jones – Financial Advisor: Christina J Price, CFP®|AAMS®

ADDRESS: 831 NW Council Dr Ste A-310, Gresham, OR 97030, United States
NUMBER: +1 503-665-2193
SERVICES: Advisory Solutions, Estate & Legacy Strategies, Finance Planning, Insurance And Annuities Solutions, Investment Services, Retirement Accounts and Retirement Income Strategies
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I really enjoy how helpful and knowledgeable Kimberly and the rest of the staff is. – Eden Bini
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Edward Jones – Financial Advisor: Kim R Price, CEPA®

ADDRESS: 831 NW Council Dr Ste A-310, Gresham, OR 97030, United States
NUMBER: +1 503-912-8311
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kimberly is really helpful and there to answer all my questions when needed. – Roger Johnston
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