Your Financial Planner in Portland
Financial Investment Team is a financial services business specializing in direct asset management. It partners with the tax and accounting services provided by Lewis & Harrison CPA Group. These two companies together add up to a comprehensive tax and financial package in one office. This means that you will be working with a highly trained, experienced and passionate professional that will constantly reach for the highest standards that the changing demands of this economic environment call for. We feel this is the way to provide the service you deserve.
Still, there is no better way to provide the service you deserve than by getting to know you! Once we understand your needs we can aim to provide realistic financial guidance that you can use to help accomplish your investing goals. Put these elements together and you get a firm that considers the impact financial decisions can have on your life and will work to provide you with responsible, educated planning for today and the future.