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