W Corey Broughton, Financial Advisor located in West Linn, OR

Financial Advisor
W Corey Broughton

MBA, ChFC®, CEPA®, AAMS®
2180 8th Ct Suite 200, West Linn, OR 97068opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • NIL & College Athletes

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Coaching Sports
  • Football
  • Health & Nutrition
  • Home Improvement
  • Art & Theater

Team Members

  • Jennifer Noffsinger
    Branch Office Administrator
  • Tyler Morano
    Associate Financial Advisor Trainee

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(503) 655-8069

Fax

(888) 423-8167

Office Address

2180 8th Ct Suite 200
West Linn, OR 97068opens in a new window

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