Financial Planning Portland

Columbia Associates Wealth Management Group

Address
10200 SW Greenburg Road Suite 300
Place
Portland , OR 97223
Mobile
(503) 446-5003
Website
www.columbiaassociates.com

Description

Columbia Associates Financial Group was founded by Doug MacLardy in Vancouver, Washington, in 2005 when he was affiliated with LPL Financial. His tenure in the financial industry dates back to 1985 and includes firms such as Raymond James Financial Services, LPL Financial, and ING Financial. The company expanded in 2019 and Columbia Associates Wealth Management Group was formed by founding members Doug MacLardy, Tim Smith, and Robert Musante. Drawn by its client-first culture, Columbia Associates Wealth Management Group joined Concurrent Advisors in 2023. Visit our affiliate office at 16508 SE 24th Street, Suite 201, Vancouver, WA 98683.

Columbia Associates Wealth Management Group can be found at 10200 SW Greenburg Road Suite 300 . The following is offered: Financial Planning - In Portland there are 138 other Financial Planning. An overview can be found here.

Reviews

This listing was not reviewed yet

Categories

Financial Planning

Map 10200 SW Greenburg Road Suite 300