Oregon Wealth Management

About MKG Financial With over 70 collective years of financial market experience, the experts at MKG have been serving clients in Portland, Oregon ; Bend, Oregon ; and the wider Pacific Northwest since 1995. Our extensive market knowledge and our team approach to investment analysis allows us to aid individuals, families and organizations in making the best decisions for their financial future. In assembling what stocks and other market securities will comprise a portfolio, we base our investment decisions on three core elements: Research: the foundation of successful investing. Solid investment research and market analysis is the cornerstone on which we base every decision we make for our clients, their accounts and their future. Performance: the execution of sound, research-based investment decisions. We measure our success by the consistent performance of our clients' portfolios, and we concentrate on building those portfolios one reasoned decision at a time. Results: the achievement of our clients' goals and the satisfaction of seeing their investments grow. Whether seeking early retirement, college education, or general wealth building, the team MKG Financial Group is committed to turning your goals into reality. MKG is a registered investment advisor with the U.S. Securities and Exchange Commission ( SEC ), and a member of Financial Industry Regulatory Authority ( FINRA ) and the Securities Investor Protection Corporation ( SIPC ). Executions, cleaning, and custodial services are provided through Pershing LLC, a division of Bank of NY Mellon. Read MKG's Form ADVRead MKG's SEC Rule 606 ReportRead MKG's Client Privacy Notice & Business Continuity

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the West Linn, OR area, Jeff Marshall will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.