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Bridgetown Wealth Management
- Financial Services
- Portland, OR
About this business
Location details
825 NE Multnomah St #1120, Suite 1120, Portland, OR, 97232, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:30 p.m. | |
| Tue | 9:00 a.m. to 4:30 p.m. | |
| Wed | 9:00 a.m. to 4:30 p.m. | |
| Thu | 9:00 a.m. to 4:30 p.m. | |
| Fri | 9:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My coworkers at Kaiser Permanente referred me to Cole after raving about his assistance with their retirement goals. At the time I had no idea how or when I would be able to retire, but after Cole’s analysis and with his advice I had a clear path ahead. Over the past 15 years, Cole guided me through that retirement and many other financial decisions, and he has become a trusted ally and confidant. I have in turn recommended Cole/Bridgetown to many friends who are all equally impressed and satisfied. To narrow down how bri... read more
I've been a client for 4 years. Prior, I actively managed investments with Schwab and my company 401K. My Bridgetown advisor, Phil Jasso, oriented and guided me thoroughly, responsively, patiently. I resisted retirement. Loved my job; wasn't ready emotionally. Phil guided me to understand that I was ready financially. I can't over-state his understanding, compassion and patience. And so importantly, his investment and financial guidance. I retired about six months ago - becoming his 300ish retiree. Just before Ukrain... read more
Frequently asked questions about Bridgetown Wealth Management
How is Bridgetown Wealth Management rated?
Bridgetown Wealth Management has a 5 star rating with 68 reviews.
When is Bridgetown Wealth Management open?
Bridgetown Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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