Lunaria Financial

About MKG Financial With over 70 collective years of financial market experience, the experts at MKG have been serving clients in Portland, Oregon ; Bend, Oregon ; and the wider Pacific Northwest since 1995. Our extensive market knowledge and our team approach to investment analysis allows us to aid individuals, families and organizations in making the best decisions for their financial future. In assembling what stocks and other market securities will comprise a portfolio, we base our investment decisions on three core elements: Research: the foundation of successful investing. Solid investment research and market analysis is the cornerstone on which we base every decision we make for our clients, their accounts and their future. Performance: the execution of sound, research-based investment decisions. We measure our success by the consistent performance of our clients' portfolios, and we concentrate on building those portfolios one reasoned decision at a time. Results: the achievement of our clients' goals and the satisfaction of seeing their investments grow. Whether seeking early retirement, college education, or general wealth building, the team MKG Financial Group is committed to turning your goals into reality. MKG is a registered investment advisor with the U.S. Securities and Exchange Commission ( SEC ), and a member of Financial Industry Regulatory Authority ( FINRA ) and the Securities Investor Protection Corporation ( SIPC ). Executions, cleaning, and custodial services are provided through Pershing LLC, a division of Bank of NY Mellon. Read MKG's Form ADVRead MKG's SEC Rule 606 ReportRead MKG's Client Privacy Notice & Business Continuity

Meriwether Group, based in Portland, OR, serves as a comprehensive resource for founders and business leaders at all stages of their entrepreneurial journey. Offering consulting services, private lending, investment banking, and family office solutions, the company helps clients define their goals and navigate towards success. With a unique approach that blends analytics and artistry, Meriwether Group focuses on identifying opportunities, enhancing value, and delivering tangible results for businesses. Through a client-centric philosophy, the company strives to guide entrepreneurs towards future prosperity and growth.Generated from the website

The advisor listed is an Ameriprise financial advisor in Gresham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.