Financial consultant, Investment advisory service
Goldmark Financial Planners Wolfgang Sailler Cfp
Goldmark Financial Planners, LLC is an Oregon-based independent registered investment adviser that provides comprehensive and low-cost investment, insurance, and financial planning advice to individuals, families, and small owner-operated companies. They offer fee-based investment and financial planning services, including portfolio management, account management, and assistance with rollovers, transfers, and account setup. Additionally, they assist clients in researching and solving specific financial questions or situations on an hourly basis. Goldmark Financial Planners is dedicated to finding the best solutions for life, health, disability, long-term care insurance, and annuity purchases by searching the market for options that best fit their clients' needs. Founded by Wolfgang Sailler in 1993, Goldmark Financial Planners has a team of experienced professionals, including Joseph D. Witt, who is a Certified Financial Planner. With a focus on helping clients set and achieve their financial goals, Goldmark Financial Planners is committed to providing personalized and tailored financial planning services. They are licensed for business in Oregon and can serve a limited number of clients in other jurisdictions where exemptions to domestic registration apply.Generated from the website
