Last activity: 6 days ago
Steve Baack
Financial Advisor
Tigard, Oregon 97224
What Steve does
I help clients obtain financial security in an unsecure economic time. It's truly about getting set up properly but being responsive to changes rather than reactive. As a former NFL athlete who had a brief opportunity to take care of things financially for myself and my family but listened to the wrong people I have a motive to ensure my clients get top shelf service!
What Steve does best
I am a people broker ;-)
I take delight in introducing people to others who might foster growth in their businesses or personal lives. Life is too short to play it safe.
What does Steve need?
I would welcome a chance to speak with someone who needs conscientious direction and advise about where to invest for the eventuality known as retirement. Don't show up to the party without a ticket to get in!
Education
Series 7 Licensed Series 66 Licensed BS in Psychology University of Oregon 84' Grant Union H.S. Graduate - John Day OR
Experience
I work with a team of quality people with over 55 years of collective experience managing money.
Steve's location
Tigard, Oregon 97224
