THE PNW IS OUR HOME.

We specialize in serving professionals and public employees across the Pacific Northwest.

We live in a special part of the country, with unique opportunities and challenges. To give our clients the best service, we focus on the region we know best.

To better serve our extended community - especially those retiring in warmer climates or moving closer to family - we hold and maintain licenses across the following states:

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Oregon

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Arizona

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Washington

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Colorado

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California

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Florida

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Idaho

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Massachusetts

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Kansas

READY TO CONNECT?

Whether you’re ready to dive in or you just want some questions answered, our team is here to listen and help.

How can we help?

Select an option

Financial Coaching

Financial Planning

Investment Management

I’m not sure yet…

Prefer to contact us directly? Call or email us any time.

503-723-9580 | operations@crooksandcompany.com

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

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Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

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Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.