Our Portland office is located at
The Water Tower at John’s Landing
5331 S. Macadam Avenue, Ste 207
Portland, OR 97239
Our local service team in Portland has enjoyed working with the City of Portland employees for over 30 years. Our team of experienced financial professionals is available to assist you with a variety of services designed to help you plan for your retirement and future financial needs.
Please visit our website to learn more about our local service team and our financial planning services including:
- Educational meetings and seminars
- Individual one-on-one meetings
- Asset allocation modeling
- Model Investment Portfolios
- Hypothetical illustrations
- Retirement planning
- Investment advice and guidance on-line and in person
- PERS counseling
You can also contact a financial professional listed below.
|Main Contact||(503) 937-0378 or (800) 238-6281
|Local Service Team|
|Melinda Lewis, CFS, Investment Adviser Representativeemail@example.com|
|Wendy Stefani, CFS, Investment Adviser Representativefirstname.lastname@example.org|
|Kristin Walter, Investment Adviser Representativeemail@example.com|
|Jay Recchia, Investment Adviser Representativefirstname.lastname@example.org|
|Nick Depner, Investment Adviser Representativeemail@example.com|
|Joe Michielsen, Investment Adviser Representativefirstname.lastname@example.org|
|Darlene Pachot, CRPC, Investment Adviser Representative*||Darlene.email@example.com|
|Natalie Bowers, Administrative Assistantfirstname.lastname@example.org|
|Melissa Handy, Administrative Assistantemail@example.com|
* Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisers, Inc. (member SIPC).
Voya Retirement Readiness Service Center: (800) 584-6001 - Customer Service Associates are available to assist you, Monday through Friday, during the hours of 5:00 a.m. to 6:00 p.m. (Pacific Time).
The Lewis Stefani Group is a separate entity and not a corporate affiliate of Voya Financial®.