Beech Creek Financial Group - Portland, OR: Ameriprise

Beech Creek Financial Group: An Ameriprise advisory practice serving the Portland, OR area.

Client Satisfaction 5.0 / 5 rating based on 7 reviews

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Your financial priorities

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Financial confidence

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Your goals are individual, and we can help you achieve them. We take the time to understand what is truly important to you - whether it's retiring the way you want, saving for college, making smart investments or anything else.

Our team provides personalized financial advice that can help you prepare for the expected and even unexpected events in life.
Our desire is that our clients, retired or not will be comfortable with their retirement plan. We work hard to provide a personalized plan that shows you when retirement is affordable and will continue to work with you throughout retirement to adjust that plan as needed.
Our advisors, Doug Everett, Jamie Reeb, and Rex Schneider work together to give each client the time and attention they need to achieve their goals.
As a result of all of this, you can feel more confident, connected and in control of your financial life.

As we transition back to the way things used to be, your health and safety is still of the utmost importance to us. We will continue to conduct our client meetings via phone or online. We are also welcoming clients for in-person meetings once the time is right for them.

6 videos

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Now Playing

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:35)

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Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

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Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)