Investing in Lake Oswego, OR
4 locations found near Lake Oswego
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“Great customized service & I feel very comfortable with my retirement plan in Mike's hands! This is a very convenient location & the staff is great!”
8:00 AM - 5:00 PM
5000 Meadows Rd #450, Lake Oswego
Investing
“I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad.Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients.”