Buckingham Strategic Wealth
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1211 SW 5th Ave #1200
Portland, Oregon 97204 - 503-221-7595
Hours
Chamber Rating
About
Buckingham Strategic Wealth
Buckingham Strategic Wealth, formerly Confluence Wealth Management, believes your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term financial plan. Our Portland financial advisors are fiduciary, so our clients can be confident that we provide objective, long-term financial advice. Our wealth management firm's network of financial planning and investment specialists serves to ensure the investment strategies we use to meet every intricacy of our client's financial lives. We also collaborate with other key professionals, such as attorneys and CPAs, and work as a team to provide the best possible wealth management strategy. Call our fee-only financial planners in Portland, Oregon, today!
Contact Info
- 503-221-7595
Services
- Fee-only Financial Planners
- Financial Planning
- Corporate Retirement Plans
- Estate and Trust Planning
- Investment Advisors
- Investment Consulting
- Investment Planning
- Wealth Management
- Health and Insurance Planning
- Legacy Planning
Questions & Answers
Q What is the phone number for Buckingham Strategic Wealth?
A The phone number for Buckingham Strategic Wealth is: 503-221-7595.
Q Where is Buckingham Strategic Wealth located?
A Buckingham Strategic Wealth is located at 1211 SW 5th Ave #1200, Portland, Oregon 97204
Q What is the internet address for Buckingham Strategic Wealth?
A The website (URL) for Buckingham Strategic Wealth is: http://www.tcboregon.com
Q How big is Buckingham Strategic Wealth?
A Buckingham Strategic Wealth employs approximately 20+ people.
Q What days are Buckingham Strategic Wealth open?
A Buckingham Strategic Wealth is open:
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Q How is Buckingham Strategic Wealth rated?
A Buckingham Strategic Wealth has a 5.0 Star Rating from 1 reviewers.
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Buckingham Strategic Wealth
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( 1 Reviews )
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