Founder & Portfolio Manager
Finance · Oregon, United States · 1-10 Employees
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Founder & Portfolio Manager
A closer look at the technologies used by Journey Tree
Mainsail Financial Group is a financial advisory firm with locations in Bellevue, WA and Eugene, OR, specializing in goal-based planning for retirement-age individuals and families. They focus on providing long-term security and a comfortable lifestyle through tax-efficient strategies and legacy planning. As fee-only advisors, they prioritize trans... Read More