BPG News

 

  • Jeff, Alice & Jon named Five Star Wealth Managers- Portland Monthly* 2017

 

  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Jeff & Jon presenting an MDRT Foundation Grant to Children’s Cancer Association

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Alice interviewed by KATU Afternoon Live on “Taking Control of Your Finances”

 

 

 

 

 

 

 

 

 

 

  • BPG Welcomes Madison Pihas to our team as Client Service Representative!

     

  • Jeff, Alice & Jon named Five Star Wealth Managers- Portland Monthly* 2016

     

  • Jeff, Alice and Jon earn the Signator Achieving Client Excellence Award 2016

 

  • Alice was a Court of the Table Qualifier for the Million Dollar Round Table (MDRT) in 2016

 

  • Jon was a Top of the Table Qualifier for the Million Dollar Round Table (MDRT) in 2016

 

  • Jeff was a Top of The Table Qualifier for the Million Dollar Round Table (MDRT) in 2016

     

     

 

 

 

 

 

*The FIVE STAR Award is a client services award issued by Crescendo Business Service Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five