CGC Financial Services

We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.

Security First Advisors is a locally owned, independent Registered Investment Advisory (RIA) firm based in Portland, OR. They specialize in providing comprehensive financial planning and money transition services, offering investment strategies that are in the best interest of their clients. As fiduciaries, they prioritize their clients' interests and act as their financial advocate and confidant. With a mission to improve the quality of their clients' lives, Security First Advisors takes a personalized and empowering approach to financial planning. They listen and learn about their clients' goals, priorities, and vision, and serve as a thinking partner and advocate during life changes. Committed to providing a responsive and accessible experience, they aim to make wise decisions about their clients' future together.Generated from the website

Pacific Coast Investment Advisors, based in Lake Oswego, OR, is an independent Registered Investment Advisor (RIA) that prioritizes fiduciary responsibility, ensuring their clients receive financial advice that is always in their best interest. With over 15 years of experience, their team specializes in personalized wealth management, investment portfolios, and comprehensive financial planning tailored to meet the unique goals of each client. As a Fee-Only advisor, Pacific Coast eliminates conflicts of interest by solely relying on the fees charged for their services, ensuring transparency and independence in their advice. Committed to cultivating strong client relationships, they guide individuals through life's financial challenges while actively managing their investments for long-term success. Generated from the website