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BPG Wealth Management, LLC
- Financial Services
- Happy Valley, OR
About this business
This company offers financial planning, IRAs, 401ks, profit sharing for businesses also group health, disability and long term care.
Location details
12901 SE 97th Ave #240, Happy Valley, OR, 97015, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
The team at BPG is the best! Every year, Jessica Porter and Hayley Porter visit our office to walk us through our company's 401(k) plan, ensuring that our team fully understands the details and has all their questions answered. They simplify complex information in a way that’s clear and approachable, which I’ve found incredibly valuable. On a personal level, my husband and I have also worked with Jessica on our finances, and her expertise and thoughtful guidance have been invaluable in helping us align with our goals.
BPG is a team I trust with my family and future, I love this group! Alex Roth is a stud and Jon Owens will take care of you.
Jeff and John were very helpful and informative. My husband and I have life insurance through BPG. We even got Fitbits included. My husband and I are competitive so we try to beat each other. I am definitely going to keep using them and recommend them to family and friends. When we have children hello college fund :)
Frequently asked questions about BPG Wealth Management, LLC
How is BPG Wealth Management, LLC rated?
BPG Wealth Management, LLC has a 5 star rating with 3 reviews.
When is BPG Wealth Management, LLC open?
BPG Wealth Management, LLC is closed now. It will open on Monday at 8:30 a.m.
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