BBB Accredited Business sinceAdditional Locations
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This company offers wealth management services, Financial Planning, Estate Planning & Retirement Planning.
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A BBB Accredited Business since
BBB has determined that Cascadia Wealth Management meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Cascadia Wealth Management include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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|Problems with Product/Service||0|
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Type of Entity
Business ManagementMr. Greg Bowen, Chief Executive Officer Mr. Dennis Breitenstein, VP- Vancouver Mr. David Glauser, VP - Medford Mr. Kip Mechals, VP - McMinnvile Mr. Douglas Perry, President Ms. Molly Semingson, Office Manager
Financial Planning Consultants Investment Securities Retirement Planning Service Financial Services Investment Management
Hours of OperationMonday-Friday
Alternate Business NamesCascadia Wealth Management Inc
Products & Services
*Goal-based Strategic Financial Planning
*Retirement Income Planning
*College Fund Planning
*Coordination with Legal and Tax Professionals