Pacific Financial Advisors was created to provide financial expertise that is unique, transparent and thorough, while always acting in our clients' best interest as a Fiduciary. Pacific Financial provides Investment Management, Tax, Retirement & Legacy planning in Washington, Oregon and California.
With over 100 years of combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress free and prosperous life. As a Registered Investment Advisory firm, Pacific Financial representatives are held to a fiduciary standard. That means we must provide objective financial advice that is in the best interest of our clients.
With over 100 years of combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress free and prosperous life. As a Registered Investment Advisory firm, Pacific Financial representatives are held to a fiduciary standard. That means we must provide objective financial advice that is in the best interest of our clients.
Services
Careful planning is key to achieving your financial goals. Pacific Financial Advisors, Inc. will evaluate your situation and help you determine which financial planning strategies are right for you. At Pacific Financial Advisors, Inc., our financial planning process is designed to incorporate an objective perspective on your current financial situation and organize a plan of action to help you achieve your goals and objectives.
Pacific Financial Advisors is a group of financial planners with various backgrounds of expertise. We understand that financial planning for your future can be uncertain, especially in today's economy. But, rest assured that we've helped clients with all types of backgrounds successfully and happily retire.
Come join us for a Free Information Workshop on Social Security Planning. We cover topics such as understanding Social Security, knowing your benefits, maximizing your benefits, and disability, spousal, and survivor benefits. A typical workshop spends about 1-1/2 hours on the topic and then opens up to a Q&A session before concluding.
Reviews (3)
Roxana Melville
Dec 07, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
My husband and I have been with Pacific Financial Advisors for a number of years. They are easy to work with and they are concerned with your financial future. They have been helpful and flexible during the pandemic The crew is very personal..
My husband and I have been with Pacific Financial Advisors for a number of years. They are easy to work with and they are concerned with your financial future. They have been helpful and flexible during the pandemic The crew is very personal..
Jim Howe
Jul 09, 2020
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Nick Garito
Jun 23, 2020
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