Lula Financial

Portland, OR Financial Services
(714) 743-4630
(714) 743-4630
2175 North West Raleigh St, Portland, OR 97210

2175 North West Raleigh St, Portland, OR 97210

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About the Business

At Lula Financial, we are dedicated to helping millennials and gen Xers achieve financial peace of mind. As fiduciaries and fee-only investment advisors, we provide financial planning services that allow people who don't have a passion for planning to have their finances taken care of. We strive to make the process as simple and stress-free as possible.

With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

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Publisher Info

  • Lula Financial is a boutique financial services firm. We work with clients to strengthen their finances in the following areas: Retirement planning, buying a home, investing, student loans, credit card debt, life insurance & company stock. We are fee-only investment advisors and fiduciaries.
  • (714) 743-4630
  • 2175 North West Raleigh St, Portland, OR 97210
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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