Werner Financial

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470 6th St Ste B
Lake Oswego, OR 97034
+1 (503) 303-7335
http://wernerfinancialgroup.com

Werner Financial Group, based in Lake Oswego, OR, specializes in investment management and estate planning services aimed at helping clients grow and preserve their wealth. Their clientele includes individuals, companies, and family trusts, and they provide guidance throughout all stages of the financial lifecycle.

The firm focuses on investment allocation for retirement income needs and assists clients in planning their family's legacy through estate planning and wealth transfer services. While they offer comprehensive financial planning, they do not provide legal or tax advice, recommending that estate plans be reviewed by a licensed attorney specializing in estate planning.

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