Duell Wealth Preservation
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My firm was founded with the intention of assisting average Americans in every aspect of financial planning, from income strategies to estate optimization.
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My Mission
In financial services since 1981, I decided to become fully independent in 1996. It is important to me to be able to represent more than one company. Effective 1/1/2007 I formed my own Oregon Registered Investment Adviser firm, now named “Duell Wealth Preservation”. This is so I can offer fee-only services and true no-load investment products whenever possible. Please be sure to read my contract, fee schedule and disclaimers in Links. I still offer the best available insurance products in Oregon & Washington.
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Telephone
Website
Address
8821 NW Skyline Boulevard
Portland, OR
97231
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 12pm |
