PORTLAND, OR — (Marketwired) — 06/19/13 — Palisades Hudson Financial Group, a fee-only and financial planning firm, recently opened its Portland office at One World Trade Center, 121 SW Salmon Street. It is the Scarsdale, N.Y.-based firm-s first foray into the Pacific Northwest.
The Oregon office is headed by David Walters, a client service manager and portfolio manager with expertise in taxes, investment planning and . He is a Certified Public Accountant (CPA) and holds the CFP® (Certified Financial Planner) designation.
has been frequently quoted in the news media and writes for the firm-s client newsletter.
Palisades Hudson () provides investment management and comprehensive financial planning for affluent clients and manages more than $1.2 billion of client assets. It doesn-t sell financial products and serves only its clients.
Walters can be reached at 971-240-4533.
Contact:
Henry Stimpson
Stimpson Communications
508-647-0705