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MCS Family Wealth Advisors

EST. AUM
$151,000,000

CONTACTS
2

CLIENT ACCOUNTS
220

Firm Details

Metro area Portland, OR
CRD Number 106327
Website mcsfa.com
Client types

Overview

MCS Family Wealth Advisors is a fee-only financial planner in Bend, Oregon and Eugene, Oregon. It provides financial planning, retirement planning, and investment management services to high net worth clients. For over 30 years, its focus has been building hard-to-break investment strategies. As fee-only fiduciary financial advisors serving Bend and Eugene Oregon and beyond, their sole source of compensation is from their clients, and their sole duty of care is to their clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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