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Home > Financial Planner Directory > Oregon > Lake Oswego > Casey E. Cleveland, CFP®

Casey E. Cleveland, CFP®

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CGC Financial Services

5 Centerpointe Dr

Ste 270

Lake Oswego, OR 97035

Phone: (503) 670-1958

Fax: (503) 670-1964

Saved in Saved Planners

Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Sudden Wealth
Nontraditional Households

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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