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®!

Robert ‘Bo’ Caldwell, CFP®, ChFC®, AAMS®
Vice President & Financial Planner

(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

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

Taylor Kittell, Owner/Partner at KG Law Group

PO Box 83569 Portland, OR 97238
(503) 878-8948 office 
503.433.1153 fax
[email protected]

  • Estate Planning
  • Probate Administration
  • Trust Administration
  • Guardianships
  • Conservatorships

Steve Anderson

(Ph) 503-869-4349
[email protected]

  • Property Tax Reviews
  • Real Estate
  • Property Tax Savings

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

  • 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!

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