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Interactive Wealth Advisors, Inc.
- Financial Services
- Portland, OR
About this business
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning and investing firm serving Portland and all surrounding areas. We specializes in providing objective advice to help clients build, manage, grow, and protect their assets through life's transitions. Our clients are busy, highly skilled professionals. They want unbiased advice and one firm to help them on a wide range of issues from investment management and insurance to retirement planning and taxes. Interactive Wealth Advisors are members of the Nation... read more
Location details
1001 SW 5th Ave #1100, Ste 1100, Portland, OR, 97204, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I randomly requested a consult and Chris Winn got on a call with me which was supposed to be for 15 minutes with no charge. We are not able to work with him at this point but wow, he was so helpful! He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year. He also gave me an excellent reference with someone that I have an appointment next week with. Chris did not have to spend this much time with me (... read more
Switching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend!
Interactive Wealth Advisors has managed both my and my mother’s portfolio for years now. Erik’s deep knowledge and savvy investment skills not only protected me from some steep losses over time, but grew my portfolio significantly. There is absolutely no way I could have done that on my own! Erik is an excellent listener and consummate communicator. He never dazzles with too much industry lingo; explains things in plain English so that you can make informed choices. All strategies are developed to align with YOUR goals. You’... read more
Switching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend!
Frequently asked questions about Interactive Wealth Advisors, Inc.
How is Interactive Wealth Advisors, Inc. rated?
Interactive Wealth Advisors, Inc. has a 5 star rating with 9 reviews.
When is Interactive Wealth Advisors, Inc. open?
Interactive Wealth Advisors, Inc. is open now. It will close at 5:00 p.m.
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