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1300 SE Stark Street
Suite 305
Portland, OR 97214

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McInnis Financial Strategies

(503) 281-9619

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

George McInnis graduated from Gonzaga University in Spokane, WA in 1982 having earned a degree in accounting and economics. A long-time fan of basketball, he is a proud supporter of the Gonzaga University basketball team. Go Zags!...

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Mary McInnis is a native Oregonian. She is the friendly voice you hear on the other end of the phone when you call McInnis Financial. She is a social person who enjoys good food and good conversation. She loves working with her hands...

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