Current Clients
Client Service
Our team is proud to provide high-quality service for our clients. Please contact a member of our team for immediate assistance.
Insurance & Investments
Ed Lebold
(503) 542-9407
Group
Benefits
Betsy Kusyk
(503) 542-9447
Client
Services
Caroline Whitesell
(503) 542-9419
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC (www.SIPC.org) Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Portland Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Edward Lebold is licensed to sell insurance products to AZ, AK, CA, CO, DC, ID, IA, LA, KS, MD, MI, MN, MT, NE, NY, OH, OR, SC, TX, VA, VT, WA. Edward Lebold, Domiciled in OR, CA Insurance Lic. #OC97700. Edward Lebold is licensed to sell securities to AK, AZ, CA, CO, DC, HI, MN, MT, OR, TX, UT, WA, WI.
Morgan Sund is licensed to sell insurance products to AZ, CA, CO, MT, NC, OR, SD, VT & WA. Morgan Sund, Domiciled in OR, CA Insurance Lic. #0I74548. Morgan Sund is licensed to sell securities to CA, NE, OR, TX & WA.
We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Check the background of your financial professional on FINRA's BrokerCheck.
CRN202511-3304430