Financial Services

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Legacy Financial
Business Name
Contact Name
Anthony Pfaff
Address
17215 Studebaker Rd. Suite 395
Town/City
Cerritos
State
California
ZIP Code
90703
Phone
(562) 420-9060
Edward Jones
Business Name
Contact Name
Steven L. Halverson
Address
5690 Monona Dr.
Town/City
Monona
State
Wisconsin
ZIP Code
53716
Phone
(608) 222-1600
Edward Jones
Business Name
Contact Name
Logan Bowles
Address
405 N. Rapids Rd. Suite 2
Town/City
Manitowoc
State
Wisconsin
ZIP Code
54220
Phone
(920) 682-9144
My Portfolio Guide, LLC.
Contact Name
Matthew Pixa
Address
3020 Old Ranch Parkway, Suite 300
Town/City
Seal Beach
State
California
ZIP Code
90740
Phone
(562) 799-5595
RFG Advisory
Business Name
Contact Name
Claudia Porter, CFP®
Address
5 Centerpointe Dr. Suite 400
Town/City
Lake Oswego
State
Oregon
ZIP Code
97035
Phone
(503) 523-4322
State Farm – Kristin Staropoli Insurance Agency, Inc.
Contact Name
Kristin Staropoli
Address
11529 SW. Pacific Hwy. Suite A
Town/City
Portland
State
Oregon
ZIP Code
97223
Phone
(503) 245-9409
Edward Jones
Business Name
Contact Name
Terrell V. Goertz CFP®, ChFC®, CLU®, AAMS®, CRPC™
Address
8115 Birch Bay Square St, Suite 118
Town/City
Blaine
State
Washington
ZIP Code
98230
Phone
(360) 738-3454
Edward Jones
Business Name
Contact Name
Matthew T. Hoekzema, CEPA®, AAMS®,
Address
790 Lila Ave, Milford, OH 45150
Town/City
Milford
State
Ohio
ZIP Code
45150
Phone
(513) 831-4323
Ameriprise Financial
Business Name
Contact Name
Timothy Bonar
Address
30100 Chagrin Blvd Ste 180
Town/City
Pepper Pike
State
Ohio
ZIP Code
44124
Phone
(216) 825-2334