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Home > Financial Planner Directory > Oregon > Portland > Brent Petty, CFP®

Brent Petty, CFP®

Planner List SAVED PLANNERS (0)

Heintzberger | Payne Advisors

12511 SW 68th Ave

Portland, OR 97223

Phone: (503) 597-1641

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties

Budget & Debt Management
401(k)/403(b)/IRAs
Charitable & Planned Giving
Investment Management
Retirement
Special Needs

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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