Cascade Wealth Advisors
Categories
Financial Planning and Services
Hours:
9:00am - 5:30pm Mon - Fri
Driving Directions:
10151 SE Sunnyside Rd STE 440
About Us
We create tailored solutions to every client's unique situation through financial planning, investments, and education in order to help achieve a meaningful retirement. Our team has recently moved into the Clackamas area, and we are excited to connect with businesses around the area. With five members on our team, we provide the comfortability to our clients of a small firm, while providing the service and expertise of a large institution. Private wealth advisor Gary Buczkowski is a Certified Financial Planner and has been advising clients for 28 years with Ameriprise. Alex Baasten is also a Certified Financial Planner and has been with the team for six years as a financial advisor. Phil Resch has been with the team for one year and has recently begun as an associate financial advisor. Jean Forster is our paraplanner and has worked with Ameriprise for 25 years. Angie Cahill is our client service manager and has been with Ameriprise for 30 years.
Highlights
- Multi-generational Planning
- Investing
- Estate Planning
- Financial Education
- Retirement Planning
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Rep/Contact Info
Gary Buczkowski
Philip Resch
Financial Planning Analyst
- Phone: (503) 974-8000
- Cell Phone: (971) 777-5799
- Send an Email
- 10151 SE Sunnyside Rd STE 440 Clackamas OR 97015
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