Dakota Fields

Licensed Sales Associate at Lion Financial Advisors - Portland, OR, US

Dakota Fields's Colleagues at Lion Financial Advisors
Dakota Fields

Client Service Associate

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Dean Eisenbraun

Financial Advisor / Sole Proprietor

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Dakota Fields's Contact Details
HQ
503-505-6907
Location
Portland, Oregon, United States
Company
Lion Financial Advisors
Dakota Fields's Company Details
Lion Financial Advisors logo, Lion Financial Advisors contact details

Lion Financial Advisors

Portland, OR, US • < 5 Employees
Investment Bank/Securities Brokerage

I am a Financial Advisor registered through KMS Financial Services, Inc. I work in partnership with my clients to identify needs and establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help my clients meet their financial objectives. My mission is to develop a trusted financial relationship with my clients by providing professional guidance, solutions based on his clients' needs, and a relaxed environment in which to discuss financial issues. These are the cornerstones of my business.

Pre-retirement planning Asset management Retirement income strategies PERS evaluation & counseling PERS evaluation & counseling PERS evaluation & counseling
Details about Lion Financial Advisors
Frequently Asked Questions about Dakota Fields
Dakota Fields currently works for Lion Financial Advisors.
Dakota Fields's role at Lion Financial Advisors is Licensed Sales Associate.
Dakota Fields's email address is ***@lionfa.com. To view Dakota Fields's full email address, please signup to ConnectPlex.
Dakota Fields works in the Investment Bank/Securities Brokerage industry.
Dakota Fields's colleagues at Lion Financial Advisors are Dakota Fields, Dean Eisenbraun and others.
Dakota Fields's phone number is 503-505-6907
See more information about Dakota Fields