Palisades Hudson Financial Group Opens Portland Office
(firmenpresse) - PORTLAND, OR -- (Marketwired) -- 06/19/13 -- Palisades Hudson Financial Group, a fee-only and financial planning firm, recently opened its Portland office at One World Trade Center, 121 SW Salmon Street. It is the Scarsdale, N.Y.-based firm's first foray into the Pacific Northwest.
The Oregon office is headed by David Walters, a client service manager and portfolio manager with expertise in taxes, investment planning and . He is a Certified Public Accountant (CPA) and holds the CFP® (Certified Financial Planner) designation.
has been frequently quoted in the news media and writes for the firm's client newsletter.
Palisades Hudson () provides investment management and comprehensive financial planning for affluent clients and manages more than $1.2 billion of client assets. It doesn't sell financial products and serves only its clients.
Walters can be reached at 971-240-4533.
Contact:
Henry Stimpson
Stimpson Communications
508-647-0705
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Datum: 18.06.2013 - 22:18 Uhr
Sprache: Deutsch
News-ID 1238253
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PORTLAND, OR
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Kategorie:
Personal Finance
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