Best experience w/ wealth management firm:
I learned of Werner Financial through a write up in Portland Monthly Magazine and decided to schedule a meeting. As someone who has over 20+ years in the business world, I was pleasantly surprised to sit with Chris (managing director) . Look, there's plenty of options out there but Werner's refreshing approach to wealth management and investments truly made me a lifelong client. They honor a relationship based on trust with an emphasis on always placing our family's best interests at the forefront of every decision. I can't say that I've had that experience elsewhere (not mentioning any names). It's been over three years now and I can honestly say, I rest at ease knowing my family's future is in the right hands. Highly recommended.