Cascadia Wealth Management
18 years in business8050 SW Pfaffle St
Portland, OR 97223-6678
- (503) 620-5273
- (541) 973-2113
Additional Phone Numbers
- (877) 421-9991
- (541) 973-2110
- (503) 434-2757
Additional Email Addresses
Find a Location
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 EntityCorporation
- Mr. Greg Bowen, Chief Executive Officer
- Mr. Eric Adler
- Mr. Eric Evans
- 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
Products & Services*Goal-based Strategic Financial Planning
*Retirement Income Planning
*College Fund Planning
*Coordination with Legal and Tax Professionals
Alternate Business Names
- Cascadia Wealth Management Inc
Licensing, Bonding or RegistrationThis 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.
This company offers wealth management services, Financial Planning, Estate Planning & Retirement Planning.
BBB Reason for Ratings
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
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.
Out of Business
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.
Misuse of Better Business Bureau Name/Logo
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.