NW Financial Group

Portland, United States

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Description

Specialties

Mission Statement: To be your collaborative Wealth Management & Financial Planning firm, using an educational approach to enhance the quality of your life. Providing a professional level of customer service and guidance, that will build strong, lasting relationships that will help simplify your financial affairs, allowing you to focus on those areas that give meaning and purpose to your life.

History

Established in 2000.

I am an agent licensed to sell insurance through many independent Insurance and Financial companies in the states of Oregon, Washington, California & Idaho.

Additionally, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care (Disability and/​or Long Term Care) and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Please consult your own tax, legal, or accounting professional before making any decisions.

Meet the Business Owner

BrianS W.

Business Owner

I am an agent licensed to sell insurance through many independent Insurance and Financial companies in the states of Oregon, Washington, California & Idaho.

Additionally, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care (Disability and/​or Long Term Care) and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Please consult your own tax, legal, or accounting professional before making any decisions.