Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint Business Information
- Name:
- Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
- Address:
- City:
- Portland
- State:
- Oregon, US
- Telephone:
- (503) 944-6459
- Fax:
- (503) 273-1796
- Website URL:
- https://www.onpointcu.com/rwilmington/
- Facebook:
- https://www.facebook.com/109964828345946
- Twitter:
- @OnPointCU
- Categories:
- Financial Advisory Services
Investments - Hours:
- M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
- Services:
Cash management, Comprehensive retirement planning, Estate & charitable foundation planning, Financial planning, Investment management, Public employee retirement system (PERS) planning, Risk management, Social Security planning - Products:
401(k), 403(b), Environmental, Socially responsible investing (SRI), Stocks, Traditional IRA or Roth IRA., and governance investing (ESG), annuities, bonds, college & education savings plans., long-term care insurance, mutual funds, social - Brands:
n/a - Specialties:
- Securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.
- Coordinates:
- 45.523104, -122.670132
- Accepted Payment:
About Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice.
I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.
I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure.
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