WealthFactor
155 B Avenue, Lake Oswego, OR 97034
Hours open
Monday:
9:00 AM - 3:00 PM
Tuesday:
9:00 AM - 3:00 PM
Wednesday:
9:00 AM - 3:00 PM
Thursday:
9:00 AM - 3:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
155 B Ave #100, Lake Oswego, OR 97034, United States
About the Business
WealthFactor is a premier financial institution located at 155 B Avenue in Lake Oswego, Oregon, United States. Specializing in wealth management and financial planning, WealthFactor offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, WealthFactor provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, WealthFactor is committed to helping you build and preserve your wealth for the future. Contact us today to schedule a consultation and take the first step towards financial success.
Reviews
"I was delighted to have an in depth conversation with Bill, where he gave his professional insight, personalized recommendations, and no fluff plan for our financial strategy. How refreshing! The follow up has been concise and expedient. No hesitations about recommending Bill & Wealth Factor team."
"I've worked with Bill Woodruff before and he has a deep understanding of investment strategy, coupled with a unique drive to bring efficiency to investing (no fluff or pretense). For the 15 years that I have known him, these characteristics have led him to generate laser focused, transparent, results driven processes that are not often, if ever, duplicated at most typical investment firms. Also he is funny."
"Working with Bill is great! He's personable, knowledgeable, and available. I have complete confidence with his advice and guidance of my finacial matters. Shawn Bryan"
"Bill Woodruff is an outstanding source of information and is a fantastic overseer of our investments. He is very responsive and provides excellent communication. I can trust that he has our best interests as a core fundamental of his services."
"Wealth Factor’s office location is so awesome. I used to work with someone in downtown Portland. It’s so much more convenient. There is never a doubt that I’m getting the highest level of unbiased advice possible and I couldn’t recommend Wealth Factor more. Sincerely, Vickie Hayes"
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