This Business Is Not BBB Accredited

Wealth Strategies Northwest

Wealth Strategies Northwest

Wealth Strategies Northwest

14 years in business
5100 SW Macadam Ave Ste 180
Portland, OR 97239-6102
Fax Numbers
  • (503) 221-0526
Additional Email Addresses
BBB File Opened: 03/01/2004
Business Started: 07/01/2002
Business Started Locally: 07/01/2002
Type of Entity
Limited Liability Company
Business Management
  • Mr. Larry Plumb, President
  • Mr. Tad Sweet, Corporate Officer
  • Ms. Deby Tracy, Operations Manager
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Insurance Companies
  • Insurance - Accident & Health
  • Insurance - Health
  • Insurance - Life
  • Insurance - Disability
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Stock & Bond Brokers
  • Insurance Services
  • Insurance - Viatical
  • Financing Consultants

Alternate Business Names
  • Synergy Financial Associates LLC
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: 



This company provides Guardian Life Insurance Company of America, investment advisory services, and Park Avenue Securities.

BBB Reason for Ratings

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

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.

Wealth Strategies Northwest


Wealth Strategies Northwest

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