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Byrd Financial Group

It’s your life, we help you live it.

Financial planner in Clackamas, OR (show on map)
Google 5.0
★★★★★
2 reviews

Byrd Financial Group offers personalized financial advice and retirement planning.

Call (503) 225-9493
Navigate to Visit website
Byrd Financial Group website

About

The experienced professionals at Byrd Financial Group provide clarity to financial objectives and direction toward goals. They deliver guidance with integrity and reliability, keeping client needs at the forefront.

They specialize in retirement planning, estate planning, insurance planning, and investment management, offering highly individualized service and independent advice.

Personalized service
Objective advice
Independent advice
Integrity and reliability

Services

Retirement Planning

Help clients make important financial decisions throughout retirement.

Estate Planning

Services to address estate planning needs.

Insurance Planning

Insurance planning services.

Investment Management

Investment management services offered through LPL Financial.

Credentials & Certifications

LPL Financial Registered Investment Advisor
FINRA Member
SIPC Member

Reviews

Google
Rating
5
★★★★★
Reviews
2

Frequently Asked Questions

What services does Byrd Financial Group offer? +

They specialize in retirement planning, estate planning, insurance planning, and investment management.

Where is Byrd Financial Group located? +

10121 SE Sunnyside Road, Suite 320, Clackamas, OR 97015.

Who is the custodian for securities and advisory services? +

LPL Financial, a registered investment advisor, member FINRA/SIPC.

Contact Byrd Financial Group

Byrd Financial Group
Category
Financial planner
Wheelchair Accessible
Call (503) 225-9493

Opening Hours

Monday
08:00–17:00
Tuesday
08:00–17:00
Wednesday
08:00–17:00
Thursday
08:00–17:00
Friday
08:00–17:00

Location

Location of Byrd Financial Group, Regus - Clackamas - Three Town Center, 10121 SE Sunnyside Rd Ste 320, Clackamas, OR 97015 · View on Google Maps

Get in Touch

Ready to work with Byrd Financial Group?

Reach out today to schedule a consultation.

(503) 225-9493

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