Contact Us

Begin building your personalized financial strategy today with ROI Financial.

To schedule your consultation, complete this form or call us at 503-941-5925. We’re open Monday–Friday from 8 AM to 6 PM PST. 

Phone

503-941-5925

Email

hello@roi-fa.com

Fax

503-941-5927

Request a consultation with an ROI Financial Advisor.

Providing information does not constitute an engagement with an investment advisor.

    Tell us a little about yourself.

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    Email address*

    Age*

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    My income comes from (check all that apply)*:

    Self-employment or small business ownershipFull-time employmentPart-time employmentGig workSocial media influencing/content creationExisting investments & other assetsOther or prefer not to say

    How can we help you?

    I'm interested in (check all that apply)*:

    Building financial freedomSaving for a goalGetting out of debtInvesting in the stock marketPlanning for real estatePlanning for retirement in 15 years or morePlanning for retirement in 15 years or lessFinding out if I can afford to retire now or in the next 5 yearsGetting expert, hands-on help managing my investments/retirementTax planningTax preparationBookkeeping

    True stories. Real results.

    "We started following their advice and we could see the future opening up and being more positive. It’s like pennies on the dollar for the services rendered."
    Andy and Karen ErwinCurrent Client, ROI Financial Advisors
    *No compensation was provided for this testimonial*