Beech Creek Financial Group

M Financial Group is one of the United States premier financial services distribution companies, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of more than 100 of the nation's successful independent financial services firms. The company s member firms are independent but work together toward the common goal of offering a range of solutions designed to help their clients meet their financial goals. Member firms include independent insurance, investment and executive benefit firms. The company offers solutions in wealth building and transfer, estate planning, executive compensation and benefits, investment management, business planning, charitable planning, disability income protection, employee benefits, group life and health insurance and long-term care insurance. M Financial Group has a location in Portland, Ore.

McGee Wealth Management, now a part of Mercer Advisors, is a full-service wealth management firm located in Tigard, OR. With a team of experienced investment professionals, they offer customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services to help clients manage their wealth and achieve economic freedom. As investment adviser representatives of Mercer Global Advisors Inc., McGee Wealth Management provides comprehensive financial services, leveraging the expertise and resources of Mercer Advisors. They are committed to delivering a robust client experience and helping individuals and businesses navigate their financial journeys with confidence and success.Generated from the website

Lone Pine Advisory Services, located in West Linn, Oregon, is a dedicated financial advisory firm that offers a range of services including wealth management and investment offerings. They are a member of Advisory Services Network LLC, demonstrating their commitment to professional standards in financial guidance. The firm emphasizes a comprehensive approach to financial planning, catering to both individual and municipal clients. With a focus on tailored solutions, Lone Pine Advisory Services aims to help clients navigate their financial goals effectively. Generated from the website