Financial and Insurance Consulting Services

We take a fiduciary role to find and recommend the best solutions to protect Oregon families, business owners and their employees.

Our range of services includes:

  • Insurance Consulting Services
  • Succession Planning
  • Portfolio Management
  • Benefit Consulting
  • 1031 Exchanges; and
  • Business Consulting.

First Oregon, LLC is based in McMinnville, Oregon. We are part of a national network of experienced financial advisors, planners, investment bankers and consultants.

Please contact us for a confidential discussion.