Goal-Oriented Experts

Our Preferred Experts

Our preferred experts are leading experts in their industry and have worked with Price Financial Group Wealth Management and our clients for years! We know they put clients first and, just like our office, they have the fiduciary accountability to put you, the client, First! By including experts in various fields, we assure you a broad-based analysis and a comprehensive solution for your needs and concerns in simple to understand Language! Hence, Investing Simplified®!

Chuck Price, CRFA, CSA

(877) 50-PRICE (77423)
[email protected]

Price Financial Group Wealth Management
555 SE 99th Ave, Suite 103
Portland, OR 97216

  • Financial Planning
  • Social Security Planning
  • Stocks & Securities

Carl F. Jepsen, Attorney at Law

555 SE 99th Ave suite 101 Portland OR, 97216
971-229-0585 office 971-229-0591 fax

  • Estate Planning
  • Probate Administration
  • Trust Administration
  • Estate Related Litigation

Keven L. Steege, CPA Baker & Colson, P.C.

2414 NE Division St. Gresham, OR 97030
E-Mail: [email protected]
Main Phone: 503-666-5569
Fax: 503-667-5751

  • Certified Public Accountant
  • Estate Planning
  • Trust Engagements

Karen Kane

(Ph) 503-789-7217
(Fx) 503-296-2383
Office: 555 SE 99th. Avenue
Suite 100 Portland, OR 97216
Mail: PO Box 20185 * Portland, OR * 97294
Open enrollment for Medicare Advantage & Standalone Prescription Drug Plans begins October 15, 2018.
Open enrollment for Individual & Family Plans begins November 1, 2018

  • Health Insurance
  • Medicare
  • Benefits

Rick Dimick

General Agent of Lincoln Financial Group Life insurance
Linked/Hybrid benefits & Long Term Care Specialist
Phone: 503-908-0845
Email: [email protected]
Know what options are available to you and loved ones.

  • Life Insurance
  • Long-term Care
  • Disability Insurance

Shari McCants

Nutrition Expert
Email: [email protected]
Phone: 515-208-6312

  • Nutrition Coach
  • Fitness Coach
  • BLISS-ology

Let’s Build Something Together

We want nothing more than to partner with you on the road to YOUR SUCCESS. Please allow one of our experts the opportunity to meet with you on your journey. Looking forward to working with you!

Price Financial Group Wealth Management Inc. is a registered investment adviser in the states of Oregon and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Charles O. Price is Licensed for Insurance in Washington, Oregon, Alaska, Arizona & Virginia.

Chuck Price is not a doctor; he does not hold any sort of doctorate degree and the use of this phrase is not meant to imply special expertise or training or a designation. "Ask The Financial Doctor®" is used to encourage Investors to get a Financial Checkup just like we should all get Physical Checkups from our Medical Doctor every year.