Amerisal Financial, Inc. is an independent, financial advisory firm founded by Lucia Reynolds, Financial Advisor, located in Lake Oswego, a suburb of Portland, Oregon.
As a Financial Advisor in Portland, Lucia Reynolds offers investment portfolio management for individuals and families, retirement plans for small businesses, as well as divorce financial planning consulting.
Amerisal Financial, Inc. helps individuals and families develop a financially secure vision of their future and employs a realistic strategy to achieve it. We also work with small businesses setting up retirement savings plans for business owners and their employees.
At Amerisal Financial, Inc. we develop relationships with our individual and business clients that offer:
- Customized investment portfolios
- Financial education and planning
- On-going sound investment advice and financial coaching
- A proactive approach to personal finance and wealth management
- Fee-based portfolio management
Understanding your investments
A crucial part of our investment philosophy is helping our clients gain a solid understanding of their investment planning. We work closely with clients to empower them to make informed financial decisions and help build confidence in their ability to reach their financial goals.
Our proactive money management, on-going research, and wealth preservation strategies provide clients with a peace of mind under volatile market conditions.
Visit Our Services to view the various financial services we offer.
At Amerisal Financial, Inc. we advise our clients on the best strategies to maximize value and minimize risk when investing in stocks, bonds, Closed End Funds, Exchange Traded Funds (ETFs), and Municipal Funds.
We can help simplify your life by protecting your resources, and offering objective guidance to help you stay on track so you can realize your most important financial goals!
Contact us at lreynolds@brokersXpress.com for a complimentary consultation.
Lucia Reynolds
Financial Advisor
Contact Us
Amerisal Financial, Inc.
3689 Carman Drive, Suite 200
Lake Oswego, OR 97035
Phone: 503-344-4422
Cell: 503-888-4088
Fax: 503-344-6720
Welcome to Amerisal Financial, Inc.
Home I Investments I Divorce Financial Planning I Philosophy I The Team I Learning Center I Market Watch I My Account I Contact Us
Securities offered through: brokersXpress, LLC, Member FINRA/SIPC a Registered Investment Adviser
Corporate Office: 311 W. Monroe St. Suite 1000, Chicago, IL 60606 web: www.brokersxpress.com phone: 888.280.7030
Services offered by Lucia Reynolds are available only in the following states: AZ, CA, CT, FL, HI, OR, WA. Residents of any state not listed can receive these services only after such time that Lucia Reynolds becomes registered in that state. This website is not an advertisement of services available in any state other than those listed above.
Copyright 2011: Amerisal Financial, Inc. Financial Advisor Portland. All rights reserved. 3689 Carman Drive, Suite 200 Lake Oswego, OR 97035
AMERISAL FINANCIAL, INC.
Lake Oswego, Oregon
