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Charles Carroll, New Outlook Financial, LLC

Oregon based investment advisory firm offering fee-only financial planning and investment advice


( Member since April 2009.  Listing views:3014 )

WebSite:
http://www.new-outlook.com
   
Address:
813 SW Alder St. Ste. 410
City, State: PortlandOregon      Zip:97205
Phone: 503-621-2039    Fax: 503-296-2723
Description:
Online ordering: No     
We offer fee-only financial planning and investment advice on an hourly, as-needed basis. We work with individuals, families and small business people, many of whom are interested in integrating their finances with their values. Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest. Our goal is to help you gain a new outlook on your personal financial future by taking the drudgery and complexity out of financial planning. Through our work we strive to bring peace and clarity to your financial planning process. With a practical, achievable financial plan in place, the energy spent worrying about your personal finances can be redirected into more productive areas in your life. VISION New Outlook Financial envisions a society that is ecologically restorative, socially just, and equitably prosperous. Through our business practices, our work in sustainable personal finance, and our work in our community we are making steps toward sustainability. It is a journey we are excited to undertake and we recognize that we have a long way to go.
Focus:

1) Finance / Business planning

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