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Financial ServicesMember to Member Discount
Hours:
Monday - Thursday from 9:00 AM - 5:00 PM
Fridays from 9:00 AM - 4:00 PM
Driving Directions:
Located at the Southwest corner of South Water St. and Lewis St.
About Us
A family owned business since 1982, we specialize in all areas of wealth management including retirement planning, tax planning, wealth transfer and estate planning, and life insurance analysis.
Rep/Contact Info
Megan Bergevin
Wealth Manager, LPL Investment Advisor
- Phone: (503) 873-3684
- Fax: (503) 467-5589
- Send an Email
Angela Fischer
Certified Financial Planner, Advisor
- Phone: (503) 873-3684
- Fax: (503) 467-5589
- Send an Email
Stephanie Ring
Investment Advisor Representative
- Phone: (503) 873-3684
- Fax: (503) 467-5589
- Send an Email