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Mitch J Katzer, CFP

Portland, OR Financial Services
Portland, OR

Mitch J. Katzer, CFP is dedicated to helping clients achieve their financial goals. We work with individuals and families to create a customized roadmap for success. Our team takes the time to understand our clients’ short-term and long-term objectives and collaborate to develop a comprehensive plan. With a focus on tax, estate, philanthropic, and investment planning, we provide our clients with the freedom to focus on what matters most.

Our investment planning services provide true diversification through direct investments in real estate, hedged funds, and other unique strategies. We are opportunistic and believe our clients should be as well, while staying true to their financial plans. With our team, clients benefit from simplified processes and collaboration with other professionals in their lives.

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