Product Description

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 Sykes Financial Services can personalize a custom-made financial plan for your specific situation. We’re here to help you achieve your financial goals!