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Victory Financial Planning - Registered Investment Advisor
13535 Southwest 72nd Avenue, Tigard, Oregon, United States
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About the Victory Financial Planning - Registered Investment Advisor
Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves.
Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.
At Victory Financial Planning, we take pride in challenging the status quo, thinking outside the box, and providing the best possible solutions for our clients. Our team of professionals is dedicated to helping individuals and businesses in the Portland Metro and Lake Oswego area achieve their financial goals. Contact us today to start building a bulletproof financial future.
Photos of Victory Financial Planning - Registered Investment Advisor
13535 SW 72nd Ave #165, Tigard, OR 97223, United States
Opening hours of Victory Financial Planning - Registered Investment Advisor
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 12:00
Saturday:
Day off
Sunday:
Day off
Reviews of Victory Financial Planning - Registered Investment Advisor
"Mary is the best of the best at what she does. As a business owner and actually working in my business it's difficult to find time to actually plan for retirement and be prepared for risks that could happen along the way. Mary keeps me on track and makes me accountable to get the necessary insurances, retirement investments, disability and long term care planning in place for myself and to protect my family. She is extremely knowledgeable and trustworthy. I'm so happy I found her and it feels great to know I have her watching out for me. Don't hesitate...get your finances in order. Mary has a fantastic easy personality as well that I don't think is typical of most financial advisors. She's the best!!!!! Thanks so much for everything, Mary. Jerilyn Hanson Owner of West Linn Aesthetics"
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