Portland, OR

Relationships. Our most valued assets

Here at our branch, we recognize that it's a different world today. That's why it's so important for clients to choose a financial advocate who can offer the advice they need to confidently embrace the future. Our team of seasoned Advisors and service professionals are committed to listening to every client, assessing their concerns and developing a clear, actionable plan for ensuring that all of their assets are working together toward the goals they've set. Equally important, though, are the relationships we build–our clients are truly our most valued assets.



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LL - PORTLAND, OR (LL) (222240)

James M. Paustian
Executive Director

805 SW Broadway
Suite 2600
Portland, OR 97205
503-226-1808
503-225-0553 fax
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