CGC Financial Services LLC
- 5 Centerpointe Dr Ste 270
- Lake Oswego, Oregon
- 97035-8652
- Phone: (503) 670-1958
- Fax: (503) 670-1964
- Website
Description
We provide comprehensive financial services, specializing in retirement planning and college funding. Our website explains who we are and how we approach our business.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
That sort of long-term commitment reflects my strong ties to both the people and the communities of the Pacific Northwest. A native Northwesterner who grew up in Vancouver, Washington, I've made Oregon my home for more than 30 years. A 1986 graduate of Portland State University with a degree in business, I have nearly 25 years of experience as a financial advisor.
Fact sheet
Products & services
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