Jeff Schultz / Financial Advisor in Scappoose, Oregon

Providing investment and financial services to Scappoose, St. Helens, and Rainier since 1999. Retirement income specialist.

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Specialties

401K Consulting 401k Rollover 401k Rollovers 403B Plans Advisory And Investment Management Alternative Investment Strategies And Retirement Plans Annuities Annuities & Life Insurance Annuity Review And Consulting As-Needed Financial Planning Asset Allocation Asset Management Asset Protection Business Owners Business Planning Cash Management & Budgeting Certified Financial Planner CFP ® CFP® Charitable Planning College Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Education Planning Estate Planning ETFs Experienced Family Financial Planning Fee Based Investing Financial Advisor Financial Life Planning Financial Planner Financial Planners Financial Planning Financial Planning Advice And Services Financial Planning For Physicians Financial Planning For Women Goal Planning Goal Setting High Net Worth Planning Inter-generational Wealth Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Review And Planning. Investment Services Investments IRA Legacy Planning Life Insurance Middle Income Mutual Funds Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Stocks Strategic Tax Planning Sustainability Team Approach Wealth Management Young Investors
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