Lori Ellingson is an extremely knowledgeable professional. She is very helpful in the area of insurance, investments and retirement. I have taken her classes at West Valley College.
Clear Financial Partners
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Clear Financial Partners is a wealth management firm based in Lake Oswego, Oregon, dedicated to providing tailored financial strategies that reflect each client's unique goals and values. With a commitment to fiduciary responsibility, their team of experienced advisors prioritizes clients' financial well-being while navigating all aspects of their financial situations.
Offering a comprehensive range of services, including portfolio management, life insurance strategies, and alternative investments, Clear Financial Partners aims to empower clients in their journey toward financial freedom. Their client-centric approach emphasizes ongoing strategy development and risk management to foster confidence and clarity throughout the financial journey.
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If you are looking for a financial advisor who is very affable, does a lot of educational outreach on personal finance topics for his clients, and several times a year treats you to high-end...
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