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Reviews, get directions and information for ROI Financial Advisors

ROI Financial Advisors

About

Empowering our clients through courageous mentoring, clear guidance, insightful advice and our unique ability to connect the dots that other people miss.

Mission

Our mission is to change for the better the relationship between people and their money. We seek to empower our clients through courageous mentoring, clear guidance, insightful advice and our unique ability to connect the dots that other people miss. Money is a tool to be used to build wealth, freedom and quality of life. We are collectively committed to your financial success.

Impressum

ROI Financial Advisors, LLC (dba ROI Financial) is a registered investment advisor in the states of Oregon and Washington.

Products

Financial Planning, Wealth Management, Investment Management, Retirement Planning, Estate Planning, Tax Management



"At ROI Financial our mission is to change for the better the relationship between people and their money. Empowering our clients through strategic mentoring, clear guidance, insightful advice, and our unique ability to connect the dots that other people miss. Money is a tool that should be used to build wealth, freedom, and increase quality of life. ROI Financial is collectively committed to your financial success."
Address: 14675 SW Millikan Way, Beaverton, OR 97006, USA
Phone: (503) 941-5925
moc.af-ior@ofni
State: Oregon
County: Washington County
City: Cooper Mountain - Aloha North
Zip Code: 97006



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Reviews
Lance turned our retirement forecast from "if I retire at 71, why do I run out of money so soon" to "retire at 65 or sooner and enjoy life". Not that he did any magic, but he knows how to deal with money in ways I would not have thought of on my own. The resulting feeling is one of great relief about our financial future.
Highly recommend ROI Financial. They have a great personable team here. They have taken very good care of my family and my money. You do not just drop off your money and wait, they help you build your financial feature in many ways. They helped me by lowering my taxable income, changing from pre tax to after tax roll overs and, changing my work 401k investments. Lance is very personable and cares about everybody who walks in his doors. We have several appointments during the year. We get updates on what our taxes will be so we are not surprised.
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