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Home > Financial Planner Directory > Oregon > Portland > Nancy L. Congdon, CFP®, MBA
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Nancy L. Congdon, CFP®, MBA

Blue Water Wealth, Inc.

9755 SW Barnes Rd
Ste 610
Portland, OR 97225
Phone: (503) 296-8700

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care
  • Succession Planning
  • Personal Taxes

 

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.