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Ted Ferguson, CFP®, CDFA

UBS Financial Services, Inc.

111 SW Fifth Ave
Ste 3100
Portland, OR 97204-3602
Phone: (503) 248-1309

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

Considerations: Financial Plans are provided to clients at no charge.