Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Kunkle Financial Management
What services does Kunkle Financial Management offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Kunkle Financial Management?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Kunkle Financial Management located?
It is located at 8100 SW Nyberg Rd, Suite 120, Tualatin, OR, 97062, USA.
What are the business hours of Kunkle Financial Management?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Kunkle Financial Management?
You can call them at +1 503-692-3175 for inquiries or appointments.
What language is spoken at Kunkle Financial Management?
They provide services in English.
Does Kunkle Financial Management have an app for mobile devices?
Yes, they offer Android and iOS apps available on Google Play and the Apple App Store respectively.
Are there other financial advisors near Kunkle Financial Management?
Yes, nearby financial services include Edward Jones Financial Advisor Steve Becker, Mathias Schulenburg - COUNTRY Financial representative, and Edward Jones Financial Advisor Geoffrey L Kunkle, providing clients additional options for financial advice.
What nearby dining options are available around Kunkle Financial Management?
Nearby restaurants include Rosie’s Kitchen Mexican Restaurant, Izumi Japanese Steakhouse, and Jack in the Box, where customers can enjoy a variety of cuisines before or after meetings.
Are there convenient places to stay near Kunkle Financial Management for out-of-town clients?
Yes, the Century Hotel is nearby, providing accommodation options for clients visiting the area.