Financial Advisors in Beaverton, OR

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Sterling Investment MGMT Inc

Financial Advisor
16070 SW Whitebird Dr Beaverton, OR 97007
Open ⋅ Closes at 8:00PM

9.9

Score Details

Location
Great
Ratings
Great
Recency
Ok

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(503) 579-9744

Referral from Aug 20, 2013

Jason Z.:

I'm looking for a referrals for a QUALITY financial advisor with a verifiable track record of success in getting people to retirement....

Jason H.:

http://www.sterlinginvestmgt.com/ This guy set me up with a plan a few years ago. He's semi-retired, works out of his home office.

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Financial advisor referral in Beaverton, OR

Referral from August 20, 2013

5.0

Jason Z. asked:

I'm looking for a referrals for a QUALITY financial advisor with a verifiable track record of success in getting people to retirement. Must be fee only and have legal...

David G. replied:

http://business.time.com/2013/08/15/america-cant-afford-wall-streets-terrible-investment-advice/

Annie M. replied:

Jeff Capellen, First Investors. He's the VP. Has done my stuff for years and is a long time family friend. He'll take care of you. His office is in Beaverton, but he'll meet you where ever you want. Good luck, Zaz

See all responses 17

Financial advisor referral in Beaverton, OR

Referral from December 29, 2014

5.0

Kim H. asked:

Need a good financial advisor...someone that is going to turn my $$ into more $$! Not happy with mine at all....Please provided me with good recommendations...not just a...