AIO Fee Only Financial Advisors Meadows Road, Lake Oswego, OR 97035
About the Business
AIO Fee Only Financial Advisors is a reputable finance institution located on Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to providing unbiased and transparent financial advice to help our clients achieve their financial goals. We pride ourselves on our commitment to offering fee-only services, ensuring that our clients receive advice that is solely in their best interest. Whether you are looking for retirement planning, investment management, or estate planning services, AIO Fee Only Financial Advisors is here to help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Location & Phone number
5200 SW, Meadows Rd #200, Lake Oswego, OR 97035, United States
Hours open
Monday:
8:00 AM - 7:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended."
"Bill Holliday and is team are outstanding. Bill is very knowledgeable with investments and has done a great job of directing my funds. I have known Bill for over 15 years as he also handled and directed my parent's funds. He is very detail oriented and makes very sound recommendations based on what the market is doing and what is expected of it. He did a great job getting us through the down market of 2022 and set us up for great growth in 2023 with a great looking 2024. Thank you Bill for the periodic (every 4 months) one on one reviews. This is a tremendous help in understanding what the market is doing and where opportunities may be going forward."
"It's always an excellent experience meeting with Bill Holiday. He's very organized with good use of visuals. Takes the time to answer all questions in an understandable and articulate manner. He's a good listener and is not overly directive. The advice has always been sound, useful, and consistent with who we are."
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