BBB Accredited Business Profile

Cascadia Wealth Management

Cascadia Wealth Management

(503) 620-5236

Cascadia Wealth Management

17 years in business

8050 SW Pfaffle St
Portland, OR 97223-6678

Fax Numbers
  • (503) 620-5273
  • (541) 973-2113
Additional Phone Numbers
  • (877) 421-9991
  • (541) 973-2110
Additional Email Addresses
  • customerservice@cascadiawm.com
  • molly@cascadiawm.com
BBB File Opened: 03/18/2013
Business Started: 03/01/1999
Business Started Locally: 03/01/1999
Business Incorporated: 03/23/1999 in OR
Type of Entity
Corporation
Business Management
  • Principal: Mr. Greg Bowen, Chief Executive Officer
  • Customer Service: Mr. Douglas Perry, President
  • Ms. Molly Semingson, Office Manager
  • Mr. David Glauser, VP - Medford
  • Mr. Kip Mechals, VP - McMinnvile
  • Mr. Eric Evans

Contact Information
  • Principal: Mr. Greg Bowen, Chief Executive Officer
  • Customer Service: Mr. Douglas Perry, President
  • Ms. Molly Semingson, Office Manager
  • Mr. David Glauser, VP - Medford
  • Mr. Kip Mechals, VP - McMinnvile
  • Mr. Eric Evans

Business Category
  • Financial Planning Consultants
  • Investment Securities
  • Retirement Planning Service
  • Financial Services
  • Investment Management

Products & Services
*Goal-based Strategic Financial Planning
*Tax Planning
*Mortgage Planning
*Retirement Income Planning
*Business Planning
*College Fund Planning
*Estate Planning
*Insurance Planning
*Coordination with Legal and Tax Professionals
Alternate Business Names
  • Cascadia Wealth Management Inc
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.
Number of Employees: 
7

A+

Overview

This company offers wealth management services, Financial Planning, Estate Planning & Retirement Planning.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:00 AM-5:00 PM
T: 8:00 AM-5:00 PM
W: 8:00 AM-5:00 PM
Th: 8:00 AM-5:00 PM
F: 8:00 AM-5:00 PM
S: Closed
Su: Closed


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Cascadia Wealth Management

Cascadia Wealth Management

BBB ACCREDITED SINCE 11/18/2013

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

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