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Home > Financial Planner Directory > Oregon > Oregon City > David W. Peterson, CFP®

David W. Peterson, CFP®

Planner List SAVED PLANNERS (0)

Integrated Retirement Strategies

17780 S Anderson Road

Oregon City, OR 97045-7010

Phone: (503) 327-5592

Fax: (503) 336-7213

Saved in Saved Planners

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

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Buying a Home
Career Change
Asset Allocation
Investment Management
Insurance
Retirement
Long-term Care

How Planner Charges

Fee Only

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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