Broker Check

1300 SE Stark Street
Suite 305
Portland, OR 97214

LinkedIn

McInnis Financial Strategies

(503) 281-9619

 

Products & Services

We provide assistance in the following areas:

Investments

  • Educational IRA
  • Mutual Funds
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Variable Annuity
  • Managed Funds

Financial Planning

  • Retirement Planning
  • Tax Planning Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance