First Oregon, LLC® provides Investment, Insurance and Consulting Services to help protect families, business owners and their employees.
Our range of services may include:
- Life Insurance and Annuities;
- Business Succession Planning; and
- Portfolio Management Services
We are a boutique financial and insurance consulting practice, managed by Paul McIntyre. Click here to view his profile on AdvisorCheck. We have relationships with many insurance companies and are registered with more than one securities firm to meet the needs of clients.
For retirement plan and other investment related advisory services, we are registered with NAMCOA®, a federally Registered Investment Advisory Firm. As an Advisor of a Registered Investment Advisory firm (“RIA”), we are held to a fiduciary standard of care, which requires us, to put our client’s best interest, first when recommending or advising on services or investment products.
Paul McIntyre is also licensed as an insurance agent in Oregon, and First Oregon LLC is his insurance agency. He is also registered with MSC-BD, LLC, a FINRA Member broker dealer, that provides merger & acquisition investment banking services.
Please contact us for a confidential discussion.