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

Nancy L. Congdon, CFP®, MBA

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Nancy Congdon & Associates

9755 SW Barnes Rd.

Suite 610

Portland, OR 97225

Phone: (503) 291-6500

Saved in Saved Planners

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

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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