Sykes Financial Services is a state Registered Investment Advisor in Oregon. Prior to doing business in any other jurisdiction, the firm will ensure that all licensing requirements or exemptions from licensing are met. We are an independent firm that specializes in designing investment portfolios to help individuals retire successfully.
SFS is a fiduciary. This is an important distinction because a fiduciary advisor has an obligation to make financial decisions and recommendations that are in their clients’ best interest. Also, as an independent fee-based firm, we are not motivated by commissions nor required to follow any sort of corporate directive, so we can personalize a custom-made financial plan for your specific situation. We’re here to help you achieve your financial goals!