Asset Preservation Wealth & Tax, Financial Advisors - Lake Oswego, Oregon

Asset Preservation Wealth & Tax: A Premier Financial Advisory Firm in Lake Oswego, Oregon

Asset Preservation Wealth & Tax, located at 4800 Meadows Rd Suite 125, Lake Oswego, OR 97035, is a renowned financial advisory firm that offers comprehensive financial planning services to clients in and around the Portland, Oregon area. Their dedication to helping individuals and businesses secure their financial future has earned them a stellar reputation in the industry.

Especialidades

Their team of experienced financial advisors, led by Rocky, specializes in providing personalized financial planning, consulting, and wealth management solutions. By understanding each client's unique financial goals and risk tolerance, they develop tailored strategies to optimize investments, minimize taxes, and ensure long-term financial stability.

Ubicación y Contacto

Visitors to Asset Preservation Wealth & Tax will appreciate the wheelchair accessible entrance and parking lot, ensuring that the firm is inclusive and welcoming to all. For those seeking to learn more about their services or schedule a consultation, the firm can be reached by phone at 5034464300 or through their website at apsitaxes.com.

Opiniones de los Clientes

The firm has garnered a strong reputation among its clients, with a 5/5 average rating based on 12 reviews on Google My Business. One satisfied client noted, "Working with Rocky at the new Oregon office, he has been a great resource and I feel he has acted in my best interest." These glowing reviews highlight the commitment of the Asset Preservation Wealth & Tax team to delivering exceptional service and results.

Recomendación Final

If you are seeking a trusted financial advisor to help you navigate the complexities of wealth management and tax planning, look no further than Asset Preservation Wealth & Tax. With their expertise, personalized approach, and commitment to client satisfaction, they are an excellent choice for anyone looking to secure their financial future. We highly recommend contacting them today to schedule a consultation and take the first step towards achieving your financial goals. Visit their website at apsitaxes.com to learn more and get started on your journey to financial success.

👍 Reviews of Asset Preservation Wealth & Tax, Financial Advisors

Linda B.

5/5

Working with Rocky at the new Oregon office. He is very knowledgeable and has been a great resource so far. I feel he has acted in my best interest and would recommend him.

Rhein A.

5/5

I couldn’t be more pleased with my experience with Asset Preservation Wealth & Tax. From the moment I walked in, the team made me feel comfortable, thoroughly listening to my financial goals and concerns. Their expertise in wealth management, combined with a genuine desire to help, set them apart from other financial advisors I’ve worked with in the past. They provided tailored strategies that not only secured my assets but also set me up for future growth. The attention to detail and level of personal care has given me complete confidence in their services. If you’re looking for knowledgeable, trustworthy advisors, I highly recommend Asset Preservation. This is a team that truly puts clients first!

Gabriel G.

5/5

Rocky has been great to work with. He has helped me easily move my 401K and form a plan for building a strong financial future.

Juli B.

5/5

Great information, Rocky was very forthright and knowledgeable, took the time to clarify our needs, and came up with a plan to make it all work. Thanks, Rocky!

Suzie

5/5

Rocky went above and beyond. Not only helping with retirement investments but our whole retirement plan. Not only professional but we think of him as a friend. We finally found someone we have trust in.

Claire G.

5/5

Rocky has been very helpful in helping me set up and plan for my taxes and planning a savings structure for me!!

Lola C. A.

5/5

I highly recommend Asset Preservation to all my clients! Rocky is the best!

Cyndy P.

5/5

Highly recommend Rocky and Asset Preservation.