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Interactive Wealth Advisors, Inc.

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Portland, United States

interactive-wealth.com
Financial plannerFinancial consultantInvestment service· Financial planner· Financial audit· Financial consultant· Investment service· Real estate consultant

Interactive Wealth Advisors, Inc. Reviews | Rating 5 out of 5 stars (5 reviews)

Interactive Wealth Advisors, Inc. is located in Portland, United States on 121 SW Morrison St #905. Interactive Wealth Advisors, Inc. is rated 5 out of 5 in the category financial plannerfinancial consultantinvestment service in United States.

Address

121 SW Morrison St #905

Phone

+1 5035751953

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Tina Libardi

Switching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend!

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Spence Ellis

We have been with IWA for nearly a decade, I cannot recall a time when we were unhappy or wanting to leave. Erik is always great to deal with, whenever there is a question we can always count on a prompt reply. When we need to make a decision he always gives plenty of time and lays out all of our options. While our portfolio is not always increasing we seem to always be doing better than the markets as a whole. I would highly recommend IWA as financial planners

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Cheri Harrel

Having had the opportunity to work with Chris twice now, I would recommend the Interactive Wealth Advisors team 110%! They are knowledgeable, trustworthy and take the time to understand your needs.

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Connie Winn

Interactive Wealth Management has a fabulous staff that is knowledgeable and thoughtful In all regards. The team is very professional and well versed on the market. I am very impressed with their work and especially appreciative of their fee only structure. I do not know why anyone would use a firm that was not fee only.

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Yassin Aberra

Working with Chris has been nothing but professional. They follow through on what they say they’ll do and are always very responsive. I would recommend this business to anybody who is looking for Financial Advisors.

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