Rebecca Rooks - Private Wealth Advisor, Ameriprise Financial Services

Ameriprise Financial offers personalized financial advisory services aimed at helping clients achieve their financial goals through a network of over 10,000 advisors. Each advisor specializes in distinct areas of financial planning, providing tailored recommendations and one-on-one consultations to foster confidence and control in managing finances. Clients can expect regular meetings to review their investments and progress, alongside access to digital tools that assist in maintaining their financial plans. Ameriprise Financial has received recognition for its service quality, showcasing a commitment to understanding and aligning with clients' values and needs. Generated from the website

Heritage Bank, located in Portland, OR, is dedicated to serving the financial needs of the community by offering a complete range of banking services tailored to both individuals and businesses. With a strong emphasis on relationship banking, they aim to help their clients achieve financial success through personalized support and innovative banking solutions. Through initiatives such as their partnership with Elavon for merchant services and the Community Development Entity that invests in economically distressed areas, Heritage Bank is committed to fostering economic growth and revitalizing underserved communities. Furthermore, the bank actively promotes financial literacy and community engagement through various volunteer efforts and programs led by its staff. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Marty Sacks will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.