If you are in need of retirement/financial counseling, you can contact our following representatives:
Fidelity
Justin Blatny
Schedule Appointment: https://nb.fidelity.com/public/nb/opurp/contactus/schedule-a-meeting
Email: [email protected]
Phone: 503-278-0414
TIAA
AJ Martinez, CFP
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual or in-person): http://www.tiaa.org/schedulenow
Email: [email protected]
Phone: 503-265-3905
General Inbox: [email protected]
Ian Rothrock – Yo hablo español
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual): http://www.tiaa.org/schedulenow
Email: [email protected]
Phone: 720-572-6595
Oregon Savings Growth 457 Plan (OSGP)
Charles Yu
OSGP Representative
Email: [email protected]
Phone: 503-997-3412
Website: www.growyourtomorrow.com/reps