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Gregory Mottau, CLU, ChFC

About Mottau & Company

Our full-service financial firm is committed to helping people achieve their financial goals. We believe individuals and business owners are best equipped to identify and meet their goals by having access to sound financial information. Mottau & Company offers a wide range of financial products and services to individuals and business owners. We have a relationship with a variety of financial services companies, so if we don't have a product or service, we find a group that does.

We have been working with individuals and businesses in the area for more than 35 years. Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

Mottau & Company is committed to maintaining the highest standards of integrity and professionalism. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products. While developing a customized financial program, we will walk you through a step-by-step process to help make you feel confident in your decisions.

Once your goals have been established, we will customize a strategy that suits your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Insurance and annuity products

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We look forward to using our expertise to help you achieve your financial goals.



Gregory Mottau, CLU, ChFC
President


3819 NE Columbia Blvd
Portland, OR 97211

503-284-8930

fax: 1-866-645-9531


 
 
 

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Mottau & Company, Inc. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, CA, MI, NM, NV, OR and WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

 IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 


Check the background of this financial professional on FINRA's BrokerCheck.