Contact Us
Local Service Support
Our Portland office is located at:
6500 S. Macadam Ave, Ste 125, Portland, OR 97239 (free parking is available).
Please visit our website to learn more about our financial planning services including:
- Educational meetings and seminars
- Individual one-on-one meetings
- Asset allocation modeling
- Model Investment Portfolios
- Hypothetical illustrations
- Retirement planning
- Investment advice and guidance on-line and in person
- PERS counseling
You can also contact a financial professional listed below.
| Main Contact | (503) 937-0363 |
|---|---|
| Wendy Stefani, CFS, Investment Adviser Representative* | wendy@lewis-stefani.com |
| Greysen Stefani, Investment Adviser Representative* | greysen@lewis-stefani.com |
*Investment adviser representative and/or registered representatives of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).Investment advisory services are only offered through Investment adviser representatives of Voya Financial Advisors.
Toll-free Telephone Access
Our toll free telephone line, (800) 584-6001, features:
- Customer Service professionals available weekdays, 5:00 a.m. - 6:00 p.m. PT.
- 24/7 toll-free participant account balance information, investment allocation changes, and transfers (via an automated voice response system)
Email your inquiries, comments, or suggestions to ParticipantService@voya.com.