Network·Venture Capital

Strategic Financial Partners, LTD

Unclaimed
Venture Capitalbusiness services
www.advisoryfirm.com

SEC CRD #801-77447

About

Home | Strategic Financial Partners, Ltd (503) 242-9047 WELCOME TO STRATEGIC FINANCIAL PARTNERS, LTD Learn more Our Process We create strategies that are tailored to your needs and goals. Learn more Our History Years of experience have prepared us to guide you through your life transitions. Learn more Our Values Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more Our Firm Strategic Financial Partners is a comprehensive financial planning and wealth management firm that specializes in developing, implementing, and continually monitoring your strategic long term financial plans. Our customized programs seek to grow and conserve your wealth by delivering a high level of personalized service through individualized in-depth consulting and financial planning. Through our client-focused approach, we take pride in educating and empowering our clients to make wise stewardship decisions for themselves, their families and their businesses. Learn more Our Mission SFP was created with the goal of empowering our clients in every aspect of their financial lives. We provide high touch, personalized service to clients. We strive to create financial stability and security for each of our clients. Learn more "Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort." Robert Fogel Have a Question?

Key Contact

GC

GRANT CARROLL

CCO

📞 (503) 467-7832

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AUM

$321M

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