Financial Reserve

Financial Reserve is a financial planner in Portland, Oregon, serving individuals and families with comprehensive financial strategies tailored to their unique goals. The firm specializes in retirement planning, investment management, estate planning, insurance strategy, and lifestyle planning, helping clients build and preserve wealth while enhancing their quality of life. With a team of certified professionals including CPAs, ChFCs, and CFP® practitioners, Financial Reserve offers personalized guidance rooted in long-term vision and short-term focus. Serving clients across Oregon, Washington, and Texas, the firm has been helping individuals plan their financial futures since 1985. It holds a perfect 5.00 rating based on customer reviews, reflecting strong client satisfaction and trust.

The firm emphasizes a client-centered approach, combining ethical integrity, passion for excellence, and a commitment to helping others achieve their goals. Its mission centers on enabling clients to enjoy life’s journey through thoughtful planning that addresses both financial and personal aspirations. Financial Reserve offers a complimentary meeting to discuss individual needs and provides curated resources to help clients make informed decisions about savings, retirement, healthcare costs, and investment strategies. The team works closely with each client to develop a personalized economic plan that evolves with life’s changing priorities.

Located at 12725 SW 66th Avenue, Suite 102, Financial Reserve sits just a short drive from the Beaverton-Tigard Freeway, approximately 0.4 miles away. It is also within a half-mile radius of Portland Seminary and George Fox University - Portland, both located about 0.2 miles from the office. Nearby medical facilities include Kassay Family Medicine and Columbia Clinic Urgent Care, each about 0.2 miles away, while Oak Creek runs just 0.3 miles from the location. The office is situated along a major commercial corridor in Southwest Portland, near key regional transportation routes.

Financial Reserve stands out in Portland’s financial advisory landscape for its longstanding presence, team of credentialed advisors, and consistent client satisfaction reflected in its perfect rating. The firm’s dedication to personalized planning and its proven track record of helping clients achieve financial security and life goals reinforce its reputation as a trusted partner in financial well-being. As a cornerstone of financial guidance in the region, it continues to support Portland residents in building lasting wealth and peace of mind.

Services:

• Estate Management
• Financial Planning
• Investment Strategy
• Retirement Planning
• Success Planning