Home - United States - Oregon - Portland - Kirk Matteson #100106


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Business Type : Financial Services, Investments, Financial Planners, Investment Management
Address : 9700 SW Capitol Hwy Ste 150, Portland, OR 97219
Coordinate : 45.45501,-122.71954
Phone : (503) 227-9800
Year : 2021
Opening Hours :
Mon - Fri : 8:00 am - 5:00 pm
Sat - Sun : Closed

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General Info:

While independently owned, we are supported by our business relationships: Fidelity Investments, Orion Advisor Services, eMoney, and Redtail. These companies provide us with integrated support services. We utilize their efficiencies to let us focus on you and concentrate on bringing you enhanced investment and comprehensive planning strategies. To safeguard our clients' accounts, we chose Fidelity Investments to serve as our custodian. Through these associations, we bring technical, administrative support, and the security of leading national organizations. We believe our clients find it a pleasing combination of local ownership and world-class resources. We maintain a strong commitment to our clients and community. See Our Bend Office 390 SouthWest Columbia Street, Suite 120, Bend, OR 97702.

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