Financial planning for people who hate financial planning. We are fiduciaries and fee-only. We help our clients with:...
Phone: (305) 204-6853
Cross Streets: Near the intersection of NW Raleigh St and NW 22nd Ave
2175 NW Raleigh St Portland, OR 97210 2052.85 mi
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5.0 11 reviews
This review is only for the initial call. I researched a lot of different financial advisors and they were all pretty much the same. The difference between Lula Financial and the others I talked... More
starting from the irreverent tenor of the website to the great interactions and advice that i've received from amie, everything about my relationship with lula has been fantastic. i don't like... More
I reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed to understand the best way to save for retirement. They did a nice job explaining the difference... More
I met with Benjamin for a brief consult on my investment choices and retirement goals. I've been very financially conservative and have little interest in research to be sure I'm making the most... More
I met with Benjamin to discuss some ambitious financial goals. After sharing my goals, Benjamin asked follow up questions to better understand where I am at now before providing guidance. After... More
