4 Best Gold IRA Investment Companies Near Me in Portland, OR – Retirement Planning Services
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Deschutes Investment Consulting, LLC.
ADDRESS: 200 SW Market St #550, Portland, OR 97201, United States
NUMBER: +1 503-224-3700
DESCRIPTION FROM BUSINESS: Presently, Deschutes manages over $2 billion in assets for over 200 corporate and individual clients. Our corporate clients put a high value on employee benefits, and our unique approach to 401(k) plan management and education makes us an ideal fit for medium sized companies where we add value to the work of your internal financial management and benefits team…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – All the people at Deschutes have been incredibly helpful. Jake and Carl understand our financial needs/wants in retirement and are helping us build a solid plan towards those goals. If you are looking for a financial advisor, I highly recommend Deschutes. – john curless
REVIEW #2 – Jonathan Metz and Jacob Stewart have been enormously helpful with our retirement and estate planning. They have given us a clearer understanding of our financial status and helped guide us to an early and successful retirement. They have been professional, knowledgeable, and very likeable. We have already referred them to friends. – Heather Aldrich
REVIEW #3 – Laura Fallon-Burns is a wonderful advisor! She is easy to talk with and has already provided great advice on ways for me to be better positioned for the phases of my retirement. As an HR professional I also appreciate Laura and the Deschutes Team for their excellent delivery of learning experiences and 1:1 advising for the team. – Cheryl Wunder
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Bridgetown Wealth Management
ADDRESS: 700 NE Multnomah St Suite 820, Portland, OR 97232, United States
NUMBER: +1 503-280-7155
DESCRIPTION FROM BUSINESS:
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 | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am a Kaiser Permanente employee and I couldn’t be more satisfied with working with Phil Jasso as my and my husband’s financial advisor. He is so available anytime we have questions, he listens wholeheartedly and offers educative, compassionate responses to each concern and question we ask. He also hosts awesome events that are both enjoyable and informative. – nina scott
REVIEW #2 – Cole Mills is such a gift in our lives. Cole takes care of our finances, but that only a small part of what he provides. Cole has listened to our philosophy of life and has help guide us thru many transitions in harmony with our beliefs and goals. He works out solutions that are extremely satisfying. Our children are now his clients and he provides the same kind of life-planning guidance for them as well. Cole and his company make our family better. We trust him completely, as he is devoted to helping us on our own path. – Lois Eaton
REVIEW #3 – Jacob Mills has been our advisor for more than 10 years. He originally helped us manage an inheritance. And was extremely helpful. Since then he has done an outstanding job of managing our portfolio especially now that we have retired. He is always on top of things and available when we have questions. I’m would highly recommend him and the whole company. They have been fabulous to work with!!! – Rodney Cummings
REVIEW #4 – My wife and I have worked with Cole Mills for close to a decade. His guidance has been invaluable. He has helped us plan and transition into retirement and has always taken the time to explain both the market and what he and his team deem best for our investments. In addition we look forward to meeting with him because he is interesting and a great deal of fun. – Pete Ihrig
REVIEW #5 – We have been clients of Phil Jasso of Bridgetown Wealth Management for about one year. We are very happy with the advice and service he and his team provide. We had bad experiences with a prior financial advisor, so we were delighted to move to Phil. What we like about Phil and his team:
• We trust him/them
• He took the time to understand us, our needs, and desires
• He is patient and knowledgeable
• He looks out for and acts in our best interest
• He helps us to plan ahead and gives good advice
• The team is very professional, knowledgeable, and responsive
• Phil is a nice guy as is everyone on the team
What else could one ask from a financial advisor? We highly recommend him. – David Langan
REVIEW #6 – I cannot say enough good things about this company and our financial planner Mike Ramey.
My wife and I started working with Mike Ramey when our children were just starting kindergarten (it may have actually been earlier). We weren’t sure where to start when it came to financial planning, especially being young parents and feeling like we didn’t have all that much to work with. Mike met us where we were in our financial situation and helped us craft and put into place a plan that worked for our family and our finances, and most importantly, gave us the gift of building peace of mind.
Fast forward 15 years and Mike has helped us plan for all of our major and minor life events that involve finances. From house purchases to saving for college for two kids to building a rock-solid retirement plan, Mike has been there guiding us the whole time. Financial planning isn’t magic, it takes work and dedication, and it doesn’t happen overnight. The long-game can be hard to visualize but Mike is so good at helping to shape our goals and then showing us how we can achieve them. Yes, he uses data and all the tools and charts to really visualize them, but more than that, he’s kind and empathetic. He’s our biggest cheerleader and he’s been the rock and voice of reason during big, unexpected life/financial setbacks.
I truly feel lucky to have Mike as our financial advisor. The greatest asset he and the team at Bridgetown Wealth Management, have helped us develop over the years is peace of mind for our family.
TenBridge Partners
ADDRESS: 806 SW Broadway #800, Portland, OR 97205, United States
NUMBER: +1 971-277-1077
DESCRIPTION FROM BUSINESS: At TenBridge Partners, we as financial planners guide people to financial clarity and confidence in an otherwise confusing world. The bridge symbolizes our mission and how we fulfill that mission. There are many bridges in our hometown of Portland, and each of them is a way to get from here to there…
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’re a young couple navigating retirement planning and big-picture financial decisions, and working with Eric Lawrence and Sirra Anderson at TenBridge Partners has been an incredibly reassuring experience. They both took the time to truly understand our goals, concerns, long-term vision, and translated what felt like overwhelming financial questions into a clear, thoughtful plan we could actually feel confident about. Their guidance has been invaluable—not just in helping us plan for retirement, but in making smart, informed decisions about our overall financial future. They are knowledgeable, patient, and genuinely invested in their clients’ success. We feel much more grounded and optimistic about the road ahead thanks to their support and we highly recommend TenBridge Partners to anyone looking for trustworthy, forward-thinking financial guidance. Thank you to you both! –
Matthew Hayward
REVIEW #2 – 10 Bridge Partners has taken very good care of my needs & continue to do so consistently. I have been a client for a great number of years, so much so that now I am retired.
I highly recommend them. Retirement strategies, help moving or consolidating a 401K, everyone needs professionals to guide them.
They make me feel like family. – Lowell McMurray
REVIEW #3 – I have worked with Erick since 2006. He and his team have always been a great sounding board for my questions and made sure we were well informed about changes to our portfolio. One of the most important aspects of our relationship has been how personally he takes his job. He and others have come to our house for dinner annually to talk though our future, give us advice, and generally make sure we are taken care of. We couldn’t ask for better and would recommend Ten Bridge to anyone looking for a financial advisor! – Josh Beerman
REVIEW #4 – For over 20 years, TenBridge Partners has been our trusted financial advisor, and we couldn’t be more satisfied with their service. Eric and his team are simply top-notch. They are not only exceptionally knowledgeable and dependable but also incredibly friendly and approachable. Over the years, they’ve become more than just our advisors—they’re our friends.
Their trustworthy guidance has been instrumental in our financial planning and success. We always feel confident knowing we have such a dedicated and reliable team looking out for our best interests. We highly recommend TenBridge Partners to anyone in need of expert financial advice. – Adrienne Lambing
REVIEW #5 – Erik and his team at Tenbridge Partners are truly special people who are the best at what they do. I was referred to Erik by friends who I trust during a difficult time for me, and the TenBridge team not only put my mind at ease and helped me feel confident in my financial future, but they did so with kindness and compassion, making it clear to me that they genuinely care. Based on my positive experiences with TenBridge, I have now referred several other individuals as I know they will be in great hands and that the TenBridge team will listen to their stories, goals, and needs and craft services in a way that best meets their unique circumstances.
I highly recommend Erik and his team to anyone looking for sound financial planning services and support, regardless of phase of life or circumstances! – Danielle Pelletier
REVIEW #6 – I have worked with a few financial advisors in the past and am confident saying TenBridge is by far the best one. They bring a more holistic approach to the process, and yet it is also tailored and personalized to my unique needs and objectives. The team is stellar, knowledgeable and very attentive. Contrary to most firms, at TenBridge, we get a team approach and feel cared and supported by everyone, instead one main point of contact. I love working with them and highly recommend it. – Ana Chaud
REVIEW #7 – Choosing TenBridge was truly one of the best decisions I’ve made! Navigating the intricacies of financial planning can be daunting, but TenBridge has made the journey not only manageable but enjoyable.
They’ve been instrumental in preparing me for my future self, providing invaluable insights on how to make sound financial decisions and plan for life’s unexpected twists. Whether it’s strategizing for my educational and professional goals or ensuring my overall well-being, their team has been a trusted thought partner every step of the way.
I deeply appreciate their dedication to teaching and supporting me through every financial milestone. TenBridge has not only helped clarify what matters most to me but has also empowered me with the knowledge and tools to achieve those goals confidently.
Thank you, TenBridge, for your exceptional service and expertise. If you’re looking for a financial advisor who truly cares about your financial well-being and makes the process engaging, look no further. You won’t regret it! 🙂 – LaNiqua Bell
Infinite Heights Wealth Management
ADDRESS: 2701 NW Vaughn St # 450, Portland, OR 97210, United States
NUMBER: +1 503-963-6510
DESCRIPTION FROM BUSINESS: Infinite Heights is a planning-focused firm with a singular goal: help you elevate your financial success. We provide you with the guidance and understanding you need to have the financial security to live with a sense of purpose and possibility…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Sierra with Infinite Heights Wealth Management for just about a year now, and wow – what a great experience it has been!! We came into the process of financial planning with certain hopes and goals, and Sierra and her team helped make those come true, planning for our short term and long term. We’ve had so much growth in our knowledge (no where near what Sierra knows), but we actually feel like we’re taking charge of our own finances now, and that’s all thanks to Sierra and her education through the process. And we’ve actually seen results in just a short amount of time. Highly recommend working with Sierra!! – Eric Breyer
REVIEW #2 – Several years ago, our household decided to consult with a financial advisor to help us ensure that we could retire comfortably. Thanks to Sierra and her team at Infinite Heights, we were able to create a plan that allowed us to retire 3 years earlier than we originally estimated!
Now in retirement, it gives us peace of mind to know that a professional with high integrity is overseeing our portfolio as we shift from life phases… formerly turning income into assets to the current phase of turning assets into income. We have consistently received substantial and actionable guidance specific to our circumstances. We feel fortunate that the advisor we selected many years ago continues to be trustworthy and wise. – Judith Schwader
REVIEW #3 – Infinite heights is helping me tailor the retirement that I truly want. I have been working with Sierra and her team for a few years now and I’m grateful for the knowledge and support that they have exhibited. Sierra always has her finger on the pulse. I completely endorse Infinite Heights for anyone who needs wealth management or looking for a company that actually cares about making positive changes to your financial plan. – michele zawadzki
REVIEW #4 – We have been working with Sierra for several years now. Sierra (and her team) have been so supportive, knowledgeable and kind to us during this journey. I cannot say enough about the knowledge and continued responsiveness to our questions about finances. My husband and I both needed guidance to begin positioning ourselves for successful retirement. Although we are still some years away from full retirement, my confidence about retiring successfully has been greatly boosted by Infinite Heights wise counsel. I truly wish I had consulted Sierra sooner as she came very highly recommended by many of my colleagues. Don’t wait to book a consultation and I think you’ll agree: This is a team you want to be a part of! – Joelena Evans-Frisco
REVIEW #5 – Sierra provides sound advice for financial planning. She provides budget tools and other online resources to help individuals with financial planning. We are very happy with Infinite Heights Wealth Management services, guidance and overall portfolio management. We highly recommend their services. – Don Howard
REVIEW #6 – Sierra is incredibly knowledgeable, professional, trustworthy, and organized. I could not imagine a better experience with a financial planner. I have had a few before her, but she is worth her weight in gold. She knows so much about financial strategies and provides detailed visual information to make explaining it easier for the lay person. – Becky Buchanan
REVIEW #7 – Sierra is always professional, is able to answer all my questions, provides excellent advice on how and where to invest, and she always involves me in the decision process of determining next steps in how to best prepare for my future.
I feel so much safer and prepared for retirement and my later years with Sierra by my side. I would recommend her to anyone! – Tracy Norton
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