This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Seasons Financial Group, Inc.
- Financial Services
- Milwaukie, OR
About this business
Location details
6400 SE Lake Rd #430, Ste 430, Milwaukie, OR, 97222, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 1:00 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 1:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I recently had Seasons prepare a long-term financial retirement plan for me and the experience was top notch! From start to finish I was very impressed with the professionalism, communication, and the level of service I received. The end result - the financial plan - was very well written, easy to understand, and gave me a great vision of what to expect in my retirement years. Even more exciting, Stephanie helped me find a bonus retirement fund that my employer has been contributing to, boosting portfolio by a sizeable amoun... read more
I am happy to write a review for Stephanie who is an advisor to a mutual friend. Even though we live in Colorado, Stephanie went out of her way to do some research on various tax aspects related to estates. I did not ask her to do this but she did it as a courtesy. She always did research on estate lawyers near where we live in Colorado. After reviewing her recommendations, My wife and I elected to schedule an appointment for the law firm she recommended. Her professionalism and caring attitude was evident throughout the ent... read more
Stephanie and her team exemplify integrity and professionalism. They bring exceptional expertise, but what sets them apart is their ability to make complex investments and tax strategies understandable without ever making you feel uninformed. They take the time to educate rather than simply direct, which aligns perfectly with their philosophy of empowering clients through knowledge. Their collaborative approach with my other trusted professionals (CPA, attorney) ensures my financial plan works seamlessly across all areas. Mo... read more
I don't normally write reviews but I wanted to share my experience with Seasons Financial as it was a great one and financially empowering. Not being comfortable with money and finances, I was referred to Seasons by a friend and was blown away by their knowledge, care, and service. They went above and beyond to help me with my debt stress and made a personalized financial plan laying out a debt payoff plan and retirement contribution plan. While they assisted me with my finances, they also took the time to teach me and made ... read more
Frequently asked questions about Seasons Financial Group, Inc.
How is Seasons Financial Group, Inc. rated?
Seasons Financial Group, Inc. has a 4.2 star rating with 5 reviews.
When is Seasons Financial Group, Inc. open?
Seasons Financial Group, Inc. is closed now. It will open tomorrow at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com