Deschutes Investment Consulting, LLC.
About the Business
Deschutes Investment Consulting, LLC. is a finance institution located at 200 Southwest Market Street in Portland, Oregon, United States. They specialize in providing expert financial advice and consulting services to help individuals and businesses achieve their investment goals. With a team of experienced professionals, Deschutes Investment Consulting, LLC. offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, they are dedicated to helping you make informed decisions and secure your financial future.
Photos
Location & Phone number
200 SW Market St #550, Portland, OR 97201, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!"
"My organization has been working with Deschutes Investment Consulting for about past year, and we have had a very positive relationship with them. We initially retained them to perform a plan review, and then kept them as our 403-B Plan consultant. They are extremely knowledgeable and great to work with. Our staff has already benefited greatly from our association with them."
"My wife and I have been working with Deschutes since 2016. If you are looking for a fee only fiduciary planning firm, we highly recommend considering them. Their approach to financial planning is thoughtful, conservative and not at all salesy. The guidance they have provided us as we transitioned into retirement and beyond has been invaluable. They are a true partner in our financial journey."
"I have worked with Laura Fallon Burns, Carl, and MacGregor Hall for many years. There simply is no better firm to trust with your money. What I like is the bench depth of talent. A group that can provide specific advice from 401k company planning to my personal retirement. They have modern technology but are extremely personal in dealing with me and my investments. I trust Laura with my life. And that is not an understatement."
"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."
List of local businesses, places and services in Oregon
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos