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Stephen D. Dunne, CFP®

Willamette Financial Group

5335 SW Meadows Rd
Ste 240
Lake Oswego, OR 97035
Phone: (503) 747-0306
Fax: (503) 241-4201

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Household Income Minimum: $100,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Corporate Finance
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

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