David J. Sullwold, CFP®, LUTCF

CONNECT

Address:

5100 SW Macadam Ave, Suite 525
Portland, OR 97239

Phone:

503-744-0577

Fax/Other:

503-744-0577

Products and Services

 
Fee Based Services: 
 
 
  • Comprehensive Written Financial Planning
  • Retirement Planning
  • College Funding Planning
  • Estate Planning
  • Business Planning
  • Asset Allocation Planning
  • Monte Carlo Analysis

 

Asset Management Services:

  • Wrap Accounts,
  • Individually Managed Accounts
  • Privately Managed Accounts
  • Third Party Management            
 
 
Securities Offered:
 
  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Unit Investment Trusts
  • Limited Partnerships
  • Traded and Non-Traded Real Estate Investment Trusts (REITS)
 
 
Insurance Products Offered:
 
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Fixed Immediate and Deferred Annuities
  • Variable Immediate and Deferred Annuities
  • Group Dental, Health and Life, Individual Health Insurance.

 

       
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck