Portland Financial Group Employee Directory

Financial ServicesOregon, United States2-10 Employees

Portland Financial Group started providing financial planning services in 1987 and now serve clients in many states.

Our team places great value in establishing trust and demonstrating integrity during every client interaction. Expect access, attention to detail and strict confidentiality in every client engagement with our team.

As a group we provide the foresight and education necessary to help clients grow and preserve financial wealth throughout their lifetime and beyond. We believe in creating straightforward financial plans that are easy to understand, implement and manage.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org)  Supervisory address: 5885 Meadows Road, Suite 850, Lake Oswego, OR 97035.  Phone 503-221-1211. 

Portland Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Find Portland Financial Group employees' phone numbers or email addresses

Portland Financial Group Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Portland Financial Group's Leadership

  • Stylized image of a person
    B. K.
    Director Of Group Benefits
    Phone icon
  • Stylized image of a person
    C. W.
    Relationship Manager
    Phone icon
  • Stylized image of a person
    E. L.
    Principal
    Phone icon
  • Stylized image of a person
    E. L.
    Medical Doctor
    Phone icon

Portland Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Portland Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. K.
    Director Of Group Benefits
    Phone icon
    United StatesOregon
    Oct 21, 2025
  • Stylized image of a person
    C. W.
    Relationship Manager
    Phone icon
    United StatesOregon
    Nov 13, 2025
  • Stylized image of a person
    E. L.
    Principal
    Phone icon
    United StatesOregon
    Nov 12, 2025
  • Stylized image of a person
    E. L.
    Medical Doctor
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Portland Financial Group known for?

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Portland Financial Group was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 5885 Meadows Road Suite 850 Lake Oswego, Oregon 97035 United States; you can contact the main corporate office by phone at . Explore Portland Financial Group's company overview page for more information.

What is Portland Financial Group's most common email format?

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Portland Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portland Financial Group email formats with LeadIQ.

How many employees does Portland Financial Group have currently?

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Portland Financial Group has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Portland Financial Group's key employees and leadership?

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As of February 2026, Portland Financial Group's key employees include:

  • Director Of Group Benefits: B. K.
  • Relationship Manager: C. W.
  • Principal: E. L.
  • Medical Doctor: E. L.

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