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222 SW Columbia Street, SUite 825
Portland, Oregon
97201
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Our Financial Strategy
We offer insurance and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct.
Our Financial Strategy is to become the preeminent resource for wealth accumulation products, insurance protection products and financial services in the markets we serve. To attract and provide value to a growing, dynamic and innovative group of financial practitioners according to the highest professional standards.
We are dedicated to the success of our associates. We constantly strive to enable them to be of greater service to their clients. It is our objective that each associate be a highly competent professional, respected for technical expertise, product knowledge and commitment to professional growth through continuing education and service to the community.
jdaily@finsvcs.com
Phone: 503-221-1211
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