Heestand Company offers financial advisory services and employee benefits consultation to clients in and around Portland, Oregon, and throughout the State and SW Washington.
We offer more than half a century of collective experience in 401k and other retirement plan services as well as group health benefits and wealth management services.
We approach every client and every project with unique perspective, creativity and integrity. Our people strive to apply their deep knowledge and expertise to develop effective solutions to clients’ employee benefits and retirement plan services needs.
In 2014, we were named one of Plan Advisor magazine’s Top 100 Retirement Plan Advisors. Learn more about our approach by clicking here to review our answers to the questions the magazine asked us.
To learn more about the individuals on our team, click on our photos for a brief bio.
If you are interested in visiting with us in person, contact us. Let’s have coffee.