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› Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint
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Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint
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(503)944-6486
verified
Portland
OR
OPEN NOW
9:00 am-5:30 pm
Sun
closed
Mon
closed
Tue
9:00 am-5:30 pm
Wed
9:00 am-5:30 pm
Thu
9:00 am-5:30 pm
Fri
9:00 am-6:00 pm
Sat
9:00 am-1:00 pm
Portland
OR
(503)944-6486
(503)944-6486
(800)527-3932
(503)273-1796
www.onpointcu.com/fmarquez/
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About Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint
Life is complicated. Financial planning shouldn’t be. As your life progresses, your goals and aspirations may shift. I will work with you to gain a deep understanding of your financial goals, starting with a complete review of your current financial situation. Understanding you allows me to offer guidance and help keep your portfolio on track. Connecting your investments to your goals is the keystone to the rest of your plan. Investments can be complex. I will help ensure the impacts of all your decisions are easy to understand. Sounding smart isn’t our job, it’s to help you succeed in reaching your financial destination. Reaching your goals takes a deep ongoing relationship. It starts with a conversation. I look forward to speaking with you about your goals. My family and I migrated to Portland from Mexico in 1997. We immediately fell in love with everything that makes the northwest so special. I love spending time with my family, reading, staying active in nature and being a strong advocate for the communities in which I work and live. I am motivated to help these communities thrive by raising awareness in mental health and helping people improve their financial literacy toward financial freedom.
Services:
Investment management
Cash management
Risk management
Financial planning
Estate & charitable foundation planning
Public employee retirement system (PERS) planning
Social Security planning
Comprehensive retirement planning
Products Carried:
401(k) 403(b) Traditional IRA or Roth IRA.
Environmental social and governance investing (ESG)
Socially responsible investing (SRI)
Stocks bonds mutual funds long-term care insurance annuities college & education savings plans.
Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint, financial planner, listed under "Financial Planners" category, is located at Portland OR and can be reached by 5039446486 phone number. Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint has currently no reviews.
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Frequently Asked Questions about Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint
Is Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint open on Sunday or Monday?
Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint is closed on Sunday and Monday.
Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint is open Tue-Thu 9:00 AM-5:30 PM, Fri 9:00 AM-6:00 PM, Sat 9:00 AM-1:00 PM.
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