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4380 Southwest Macadam Avenue, Suite 440, Portland, OR, 97239, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Mike and I have been clients of Tradewinds for five years and are delighted with the professionalism, strategies and communications we have received in that time. This firm has an articulate, masterful leader at the helm (Christian) and a bright, energetic and responsive team around him (notably Paul). We truly feel part of a financial family and the timely, informative and personalized planning is unmatched in the industry. You need to look no further for your financial planning needs than this caring, competent and resp... read more
I'm extremely unhappy after years of using this firm's founder, Christian D’Urso, as my financial advisor. I was assured that Christian was a registered fiduciary, yet he sold me multiple, high commission, non-traded (illiquid) investments, normally only sold to high-net worth and sophisticated investors (i.e. not me at the time). These products continue to lose money today, and I'm unable to sell them. Upon opening this new firm, TradeWinds, Christian has dropped these products, and left me, and everyone else who he sold th... read more
TradeWinds Wealth Management has a 3 star rating with 2 reviews.
TradeWinds Wealth Management is closed now. It will open at 8:00 a.m.