About Oregon Financial Products & Services, LLC
Oregon Financial Products & Services, LLC (OFPS) is a professional financial advisory firm specializing in providing comprehensive financial services to clients. With a team of experienced and knowledgeable advisors, OFPS offers a wide range of financial solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to the client’s individual needs and goals
- Offers a wide range of financial products and services to meet various financial needs
- Guides clients through the ever-changing financial landscape and helps them make informed decisions
- Assists in creating and implementing customized financial plans to achieve short and long-term goals
- Regularly reviews and adjusts clients’ financial strategies to ensure they stay on track
Facts and Insights
OFPS has been in business for over 10 years and has established a solid reputation for providing high-quality financial services to clients. With a team of 15 experienced advisors, OFPS has helped numerous individuals and businesses achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 15 | 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
- College planning
- And more
Client Types
- Individuals
- Families
- Small businesses
- Organizations
Fees & Compensation
OFPS operates as a fee-based financial advisory firm. This means that clients are charged a percentage of their assets under management as the advisory fee. This ensures that the advisors’ interests are aligned with their clients’ and motivates them to work towards achieving the best possible results for their clients.
Background
OFPS was founded in 2008 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He saw a need for a comprehensive financial planning firm that could provide personalized solutions to clients, and thus, OFPS was born.
Financial Advisor Disclosures to Know
OFPS prides itself on transparency and wants its clients to understand all aspects of its operations. As such, it is important to note the following disclosures:
- OFPS is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- Some advisors at OFPS may earn commissions from the sale of certain financial products, but the firm has a strict policy in place to ensure that recommendations are always in the clients’ best interests.
- OFPS has no legal or disciplinary actions against it or its advisors.