The Guidance Group

Guiding our clients through the seas of finance

Contact Info

10250 SW Greenburg Road, Suite 120
Portland, OR 97223

Map and Directions

Phone: 503-452-2971

Fax: 503-452-7044

tom@theguidancegroup.com

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.

Securities and advisory services offered through SII Investments, Inc. (SII), member FINRA, SIPC and a Registered Investment Advisor. SII and The Guidance Group are separate and unrelated companies. SII does not provide tax or legal advice.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: AK,AZ,CA,CO,FL,GA,HI,ID,IL,KY,MA,MD,MT,NE,NJ,NM,NV,OH,OK,OR,UT,WA,WI

Certified Financial Planner Board of Standards Inc owns the certification marks, CFP ^(R), CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's intitial and ongoing certification requirements.

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