Financial Counsel to Governments, Non-Profits & Public Private VenturesPMB 172-V
333 So. State Street
Lake Oswego, OR 97212
fax: 503-288-3972
Western Financial Group was founded to provide exceptional quality financial advice to a limited group of entities engaged in the financing of public infrastructure.
Since WFG’s beginning in 1995, WFG has served as financial advisor on over 350 bond issues totaling over $14 billion.
Western Financial Group is comprised of only partners; there are no junior staff. We focus our efforts on providing top quality service to a limited number of clients, which relieves us of unnecessary overhead and divergent priorities experienced by big national companies.
WFG brings breath and depth of experience, innovation, integrity, and personal attention to its clients.
.
WFG was recently re-hired by Tri-Met. After trying a big national firm for a year, Tri-Met decided to return to WFG's personal, highly competent financial advisory services!
We've been busy! Recently completed transactions: Over $700 million auction rate/insured variable rate conversions for AIDEA, PeaceHealth, Reed College and Lewis & Clark College. Recently completed State of Oregon lottery bonds, TANS and Certificates of Participation.
PMB 172-V
333 So. State Street
Lake Oswego, OR 97212
fax: 503-288-3972