SMB Financial Services

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11535 SW 67th Ave
Portland, OR 97223

SMB Financial Services LLC, based in Portland, OR, is a registered investment advisor committed to prioritizing clients' interests. Established in 2003, the firm offers personalized financial planning services, including retirement plans, investment management, risk management, tax planning, and estate planning.

With a team of experienced advisors, SMB Financial provides tailored solutions to meet clients' financial needs and goals. The firm emphasizes transparency, education, and a client-first approach to help individuals navigate the complexities of investing and wealth management.

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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
United StatesOregonPortlandSMB Financial Services

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