SYKES FINANCIAL SERVICES

Sykes Financial Services is a Registered Investment Advisor firm based in Lake Oswego, Oregon. We are a family-owned firm that specializes in designing investment portfolios to help individuals retire successfully... SFS is a fiduciary. This is an important distinction because a fiduciary advisor has an obligation to make financial decisions and recommendations that are in their clients' best interest. Also, as an independent fee-based firm, we are not motivated by commissions nor required to follow any sort of corporate directive, so we can personalize a custom-made financial plan for your specific situation. We're here to help you achieve your financial goals!... At Sykes Financial Services, our mission is to help our clients achieve financial independence through personalized investments, estate, tax, insurance and mortgage planning strategies. The goal of SFS is to provide both long-term growth opportunities and monthly income generating investments to clients who are working,..

Primary location: Lake Oswego United States