von Borstel & Associates, Inc.

(on washington suite)
Financial and Investment Services in Portland, OR
Financial and Investment Services
Financial Services

Hours

Monday
7:30AM - 5:30PM
Tuesday
7:30AM - 5:30PM
Wednesday
7:30AM - 5:30PM
Thursday
7:30AM - 5:30PM
Friday
7:30AM - 5:30PM
Saturday
Closed
Sunday
Closed

Location

9955 SE Washington St., Suite 105
Portland, OR
97216

About

"Financial Success Means More than Just Great Investments." We help clients align their values, vision and wealth to achieve financial clarity and continued success. Recognized by Barron’s Top 1200 Financial Advisors for 2015, 2016 ,2017 and 2018 and as a Forbes Best-In-State Wealth Advisor for 2020.

Photos

von Borstel & Associates, Inc. Photo von Borstel & Associates, Inc. Photo von Borstel & Associates, Inc. Photo

Latest

How does financial planning give you more time? Read our recent blog post and find out! VONBORSTEL.COM Financial Planning Gives You More Time | von Borstel & Associates
We became an RIA to help our clients be their best.
This is so true, but can you control your actions while filling up with today’s myths and half-truths? https://www.dimensional.com/us-en/insights/is-the-stock-market-divorced-from-reality DIMENSIONAL.COM Is the Stock Market Divorced From Reality?
Have you registered for our upcoming webinar? We're just 1 day away! THU, SEP 17 Market Returns During Election Years
What does dancing have to do with financial planning?
We are proud to announce Wayne has earned Honorable Mention for the Global Impact Award 2020 from Invest in Others for his work with the Ob Anggen schools in Papua, Indonesia! 24-7PRESSRELEASE.COM Wayne von Borstel Honored for Charitable Work with Development Associates International in Papua, Indonesia
You’ve worked hard to build up your retirement assets. And now, with retirement in sight, it’s time to shift the focus from saving for retirement to generating income. If you’re like many individuals nearing retirement, you may be wondering how to turn a portion of your existing savings and investments, including IRA and 401(k) accounts, into the income you’re going to need. Income Savvy is designed to help you make informed decisions about your retirement income and help create a personalized income strategy that’s right for you. THU, NOV 19 AT 6:30 PM PST Income Savvy: Turning Your Assets Into Retirement Income
Happy National Boss's Day to Wayne, Marta and Craig!
Weston Wellington, Dimensional Fund Advisors market research expert will be answering YOUR questions tonight! Register now and join us for a webinar you do not want to miss. THU, OCT 15 The Big Tease with Guest Speaker, Weston Wellington
It's not too late to register for our upcoming webinar with guest speaker, Weston Wellington. Click the link below to register today! https://vonborstel.com/events/the-big-tease-with-weston-wellington/ von Borstel & Associates October 7 at 4:07 PM · Are you questioning what you can control within your investment portfolios given the uncertain environment we are living in? Register now for our upcoming webinar with Dimensional Fund Advisors Vice President, Weston Wellington. Guest speaker, Weston Wellington, will discuss portfolio construction, dealing with uncertainty, and steps investors can take to have a great investment experience--despite an unsettling environment. Register Now! https://vonborstel.com/events/the-big-tease-with-weston-wellington/
Look at Friday's publication in USA Today! See anyone familiar? We feel honored to be recognized as a Women's Choice Award Financial Advisor. Women's Choice Award October 10 at 7:31 AM · It's Financial Planning Month! Are you on track to meet your financial goals? We applaud these advisors below for their dedication to educating and helping women and their families make the right financial decisions. We’re so honored to recognize them in USA TODAY!
Are you questioning what you can control within your investment portfolios given the uncertain environment we are living in? Register now for our upcoming webinar with Dimensional Fund Advisors Vice President, Weston Wellington. Guest speaker, Weston Wellington, will discuss portfolio construction, dealing with uncertainty, and steps investors can take to have a great investment experience--despite an unsettling environment. Register Now! https://vonborstel.com/events/the-big-tease-with-weston-wellington/
With retirement in sight, it’s time to shift the focus from saving for retirement to generating income. Do you have a plan for your retirement? Register for this Thursday’s Free Coaching Webinar-- designed to help you make informed decisions about your retirement income and help create a personalized income strategy that’s right for you. https://attendee.gotowebinar.com/register/5982926962029393680 REGISTER.GOTOWEBINAR.COM register.gotowebinar.com
Let's stive to be our best in every circumstance. Here are Wayne's "Thoughts For Today."
If we want to be great, we have to move beyond our comfort zone and try new things. When you try new things, you make mistakes, so in our pursuit of greatness, we reduce our odds of ever being perfect. https://vonborstel.com/perfection-or-greatness/ VONBORSTEL.COM Perfection or Greatness?
What Is The Best Strategy For Paying Off A Mortgage? Have a plan and be intentional in the process!
What are the side effects of the decisions you're making today? Here are Wayne's "Thoughts For Today."
Reality is, things will happen to you and around you that are out of your control. How will you react? Are you prepared to react appropriately? Contact us at https://vonborstel.com/contact-us/
How Do I Stop Spending My Savings? Contact Us: https://vonborstel.com/contact-us/ Learn More: https://vonborstel.com/ Are You Financially Ready? Our "Vision to Wealth Process" provides you with the readiness to enjoy tomorrow with the knowledge that we have done our best to help you become financially ready based on your goals and desires. Schedule an appointment with us today, so tomorrow you, too, can be Financially Ready!
Our days on earth are limited. Embrace each day and resolve to do your best with the days you have. Contact us at https://vonborstel.com/contact-us/
Why is it important to record our individual history? Your life story is full of meaningful knowledge and wisdom that should be passed from generation to generation. That’s why we record our client’s life stories. You are not just leaving your wealth behind, you are leaving a legacy. Contact us at https://vonborstel.com/contact-us/
Financial pornography put out by the news media, Wall Street and those that gain from your imprudent actions based on advice from someone that does not know you, your circumstances nor your dreams is not likely to lead to financial success. Financial success is born from having a plan. https://vonborstel.com/the-importance-of-planning/ VONBORSTEL.COM The Importance of Planning | von Borstel & Associates
What haven't you considered when it comes to your will? Contact Us: https://vonborstel.com/contact-us/ Learn More: https://vonborstel.com/ Are You Financially Ready? Our "Vision to Wealth Process" provides you with the readiness to enjoy tomorrow with the knowledge that we have done our best to help you become financially ready based on your goals and desires. Schedule an appointment with us today, so tomorrow you, too, can be Financially Ready!

Information

Company name
von Borstel & Associates, Inc.
Category
Financial and Investment Services

FAQs

  • What is the phone number for von Borstel & Associates, Inc. in Portland OR?
    You can reach them at: 503-257-6969. It’s best to call von Borstel & Associates, Inc. during business hours.
  • What is the address for von Borstel & Associates, Inc. on washington suite in Portland?
    von Borstel & Associates, Inc. is located at this address: 9955 SE Washington St., Suite 105 Portland, OR 97216.
  • What are von Borstel & Associates, Inc.(Portland, OR) store hours?
    von Borstel & Associates, Inc. store hours are as follows: Mon-Fri: 7:30AM - 5:30PM, Sat-Sun: Closed.