Portland Financial Planning Group LLC
Financial advice · Inheritance law · Old-age provision
Info
PFPG is committed to the highest ethical and educational standards in the financial advisory profession. We subscribe to the fiduciary oath of NAPFA and to the CFP code of ethics, which honor client confidentiality and demand that your interests come first. We pursue an extensive program of continuing education to ensure that you receive the best advice. Portland Financial Planning Group is committed to offering valuable, cost-effective service. PFPG offers an introductory meeting at no charge to discuss your financial planning needs. At that time, we explain the financial planning process, answer any questions, and obtain sufficient information from you to draw up a proposal. See the "FAQs" section of our web site for an explanation of our fee structure. If you'd like to learn about the Certified Financial Planner (CFP®) designation and its distinction from other financial titles, click on the following link: Comparison of Credentials.
Map
477 Congress Street Suite 814, 04101 Portland